The following article describes how to configure your order settings and preferences to suit your order related processes and workflows.
Before you configure your order settings, you should ensure your payment methods have been set up correctly.
Arlo uses ORD and CRD as the default order and credit note prefixes, e.g. ORD-001 or CRD-001-01. You can change ORD and CRD to custom prefixes by following this process.
- Open the Settings menu item.
- Select Orders and invoicing.
- From the General section, enter the Order code prefix and Credit note code prefix you would like to use.
- Press Save.
The following information describes how to record a sales person on an order.
Enable sales person field
- Open the Settings menu item.
- Select Orders and invoicing.
- In the General section, in the Sales person setting, tick Record sales person on orders.
- Press Save.
Automatically use an organisation's account manager as the sales person for website orders
The following process describes how to configure Arlo to automatically use an organisation's account manager as the sales person for website orders.
Ensure the account manager field for organisations is active. Read how to activate custom fields.
- Open the Settings menu item.
- Select Orders and invoicing.
- In the General section, on the Sales person options, tick Record sales person on orders and Use organisation's account manager as sales person for website orders.
- Press Save.
Arlo allows you to set up default account codes for your order lines items. You can also edit the default account codes at template and course level.
Arlo allows you to mark orders billed to specific organisations as requiring attention with a warning message (e.g. Organisation has an overdue account).
- Open the Organisations menu item.
- Select the organisation you would like to enable order alerts for.
- Press Edit.
- On the General tab, under the Billing section, select Mark all new website orders as requiring attention.
- Add the message that you would like displayed on the order.
- Press Save and close.
- Orders for that organisation will now be marked as requiring attention and a warning message will be displayed.
If you are using Arlo to send your tax invoices you may want to turn off order approval notifications, so the billing contact doesn't receive both.
- Open the Settings menu item.
- Select Orders and invoicing.
- In the Payment methods section, tick Suppress order approval notifications.
- Press Save.
The following instructions describe how to set up Arlo to automatically send a receipt when a website order is submitted and successfully paid by credit card.
- Open the Settings menu item.
- Select Orders and invoicing.
- In the Receipts section, tick Automatically send a receipt for website orders where payment is successfully received by credit card.
- Tick Enable send receipt feature on order page.
- Enter your required Receipt title.
- Press Save.
You can set Arlo to automatically send tax invoices (instead of invoicing out of your accounting system).
- Open the Settings menu item.
- Select Orders and invoicing.
- In the Receipts section, tick Send tax invoices from Arlo.
- Press Save.
Arlo can send invoices as PDF attachments. These PDF invoices can be fully customised to meet your organisation's needs and branding by, for example, adding a logo and including a special message.
Arlo allows you to have the order contact copied into all course-related communication that the course registrant receives, such as the course instructions and reminders.
- Open the Settings menu item.
- Select Orders and invoicing.
- From the Communication section, select Copy order contact on all emails sent to registrants for an order.
- Press Save.
Arlo allows you to BCC any email address(es) on all order communication sent from your platform. This enables you to copy in relevant departments, such as the accounts department, on all order communication.
- Open the Settings menu item.
- Select Orders and invoicing.
- From the Communication section, enter the email address(es) you want Arlo to BCC order related emails to.
- (Optional) If your organisation uses account codes for your client, you may like to also include the organisation code in all order emails.
- Press Save.
The following options allow you to have Arlo send an email, e.g. to your accounts administrator, outlining the details of new website orders, as they are received.
New website order notifications are only sent for orders created via the checkout. Notifications are not sent for orders created directly by administrators in the platform.
- Open the Settings menu item.
- Select Orders and invoicing.
- From the Communication section, select the new website order notifications you would like Arlo to send.
- Enter the email address(es) you want Arlo to send the notifications to.
- Press Save.