How to: Set Up Required Fields in Customer Order

When an order is created, some fields can be made mandatory. This means that an order cannot be created unless those fields contain some data. This is done on the Customer Order Setup page where different setup options for customer orders are available.

To set up required fields for customer orders

1. Click the icon, enter Customer Order Setup, and select the relevant link.
2. Click the Required Fields action.
3. If the list is empty, you can populate the list by clicking the Insert Selectable Fields action. This action is also available as an option in the Insert Default Data action on the Retail Setup card.
4. Select the Collection Mandatory and/or Shipping Mandatory check boxes for the fields that should be required.

Note:

• The Clear all action will clear all requirements.
• The Set all action will turn all selectable fields into required fields.
• You can make different fields mandatory depending on whether the customer order is to be shipped or collected.