If you are having a storage facility or have other reasons to facilitate and maintain an internal marketplace, it may be relevant to set specific data requirements for orders.
Am I having it? Check it up on your organization settings page under the tab Features to see if this feature is available to you.
The organization settings page can be found under this button at the lower left of your screen marked with a gear symbol and is only available for admins.
Have a look if following tile is represented. If not, send an email to support@loopfront.com to ask for how to enable it.
The Custom tab
The custom invoice basis tab in organization settings.
Found in the organization settings (when activated), the Custom tab for invoicing can be used to adjust information and settings for each of the three following invoice fields:
- Reference
- Project number
- Contact information
Adjustable settings are:
- Whether an invoice field is required
- Custom label
- Placeholder text
Changing the custom label overwrites the standard label for each field. This may be used to modify and create completely new invoice fields if wanted.
Adjusting placeholder text can be used to inform the buying person what input you need to process their order.
This can be beneficial for the responsible person in their daily order management, cutting additional time spent on collecting that information from each buying person.
Invoice basis as seen at the checkout page.
In the screenshot above the invoicing basis data can be found under the section called Reference, which is one of four sections to fill out. By standard three of these sections are optional, meaning that you can leave them empty and still be able to complete the order. All three fields in the Reference section are set as optional by standard.
An example from one existing customer
Some customers in Loopfront are already using custom invoice basis efficiently.
Below you can have a look at what information one customer has been asking for.
Both label and example text have been modified and all three fields have been set to mandatory and are required when putting orders in the customer’s account in Loopfront.
Settings at Custom invoicing tab and corresponding Reference section at the checkout page.
Notice that the Reference section is no longer marked as optional, as the fields are set as required.