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Order creation

Sales Order Creation in Uniconta

This guide describes the process of creating a sales order in Uniconta based on a web order. The documentation covers default values and optional features.

Setup in Uniconta

Delivery Countries: Delivery countries must be set up in Umbraco, where each country's ID must match the English name in the Uniconta model.

Shipping Methods: Set up shipping methods in Uniconta via Debtor → Maintenance → Shipments. The Number field in Uniconta must match the ID of the shipping method in Umbraco.

Payment Methods: Set up payment methods in Uniconta via Finance → Maintenance → Payment Terms. The Payment field in Uniconta must match the ID of the payment method in Umbraco.

Orders

When a sales order is created, the following fields are filled by default:

  • Our Reference: Set to "WEB-" followed by the order ID.

  • Requisition: Retrieved from the extra field "reqno" in the checkout, if provided.

  • Comments: Comments from the checkout are transferred to the order, including any error messages.

  • Payment: Set to the selected payment method.

  • Shipping: Set to the selected shipping method.

  • Prices Including VAT: Determined by the debtor's setup.

  • Delivery Address: If a parcel shop is selected, its information is used. Alternatively, the delivery address from the checkout is used; otherwise, the invoice address is applied.

  • Delivery Phone and Email: Filled with information from the checkout.

  • Invoice Account: If the debtor has an invoice account, it will be used.

  • Delete Order After Invoicing: The order is automatically deleted after invoicing (default setting, can be changed via optional features).

  • Delete Fully Invoiced Order Line: Order lines are automatically deleted after invoicing (default setting, can be changed via optional features).

  • Payment Transaction: If a payment transaction ID is available, it is saved on the order.

One-Time Debtors

When using one-time debtors, new debtors are not created for every order.

An order is processed as a one-time debtor order if the customer number matches either a "Shared Customer" in the webshop or a customer number specified through the relevant optional feature.

Read more in Uniconta’s documentation: One-time Debtor in Uniconta.

Order Lines

  • Stock Reservation: We always reserve the ordered quantity in the inventory management system.

  • Prices: Prices are transferred including or excluding VAT depending on the debtor's setup.

Optional Features (Opt-in)

Orders:

  • Replace Invoice Payment with Customer Payment: If the payment method is "invoice" and the debtor has a specific payment method assigned, that method is used instead.

  • Replace Salesperson with Customer Salesperson: The salesperson field is filled with the debtor’s assigned salesperson.

  • Set Delivery Date from Checkout: The delivery date is set to the date selected during checkout.

  • Delete Order After Invoicing: Yes/No (default is Yes).

  • Delete Fully Invoiced Order Line: Yes/No (default is Yes).

  • Enable One-Time Debtor: Yes/No (default is Yes in V6).

  • Extra One-Time Debtor Customer Numbers: A comma-separated list of one-time debtor customer numbers can be specified if they are not already defined as a "Shared Customer" in the webshop.

  • Custom Fields:

    • Extra or standard fields from the checkout can be mapped to custom fields in Uniconta. This requires the "Index" and "Type" values from the relevant fields.

    • Custom fields from the debtor can be mapped directly to custom fields on the order. This requires the "Name" and "Type" values from the relevant fields.

Order Lines:

  • Replace Location with Product Location: The location field is filled with the product’s specific location.

  • Replace Warehouse with Product Warehouse: The warehouse field is filled with the product’s specific warehouse.

  • Use Uniconta Prices: Prices are looked up directly in Uniconta. Any discrepancies are noted in the comment field if the difference exceeds 0.10 (10 øre).