Since Order Desk is often used to process orders across multiple locations, time zones, and currencies, a little bit of configuration will be necessary on the Store Settings page to ensure that accurate data is sent to any receiving vendors. Here, we’ll walk through the basic settings that are most critical to the setup process, however you’ll find a walkthrough of more advanced settings here.
Store Details
Store Name
The store name is the name used in email communication with your customers and in templates throughout the app.
Country
When the store country is properly set, orders that are domestic will not display their country code, but any international orders will. This also helps the EasyPost integration determine what is domestic and what is international for a specific store.
Currency
Use this setting to choose the preferred currency for your orders in your Order Desk store.
Timezone
Set your timezone so that your orders will be displayed with your local time offset.
Country Name Format
Choose how the country name should be formatted in the shipping and billing address field on orders.
IOSS Number
Enter the default IOSS Number that you want to be used for your EU imports, if applicable.
Order Settings
Phone Number Format
Choose how phone numbers are stored with orders.
Split Method
There are two options for Split Method: Keep Extra Order Details or Remove Extra Order Details.
When splitting an order, if you want to keep the extra details of the order (that is, if you want to keep the connection with the source of the order), select Keep Extra Order Details. This way, when split, the new order will be linked to the original order and can still communicate with the source (your shopping cart) where the order came from. The new order will share the original order ID and have -S1 appended to it, for example, #1234 and #1234-S1.
If you want your split orders to be completely separate from their source order, select Remove Extra Order Details, and they will become completely new orders with no connection to the source.
Capitalize the first character of each word in the address
If enabled, this will normalize the capitalization on addresses on orders.
Prepend Original Store ID When Transferring Orders Into This Store
Every Order Desk store has a unique store ID. If Prepend Original Store ID When Transferring Orders Into This Store is enabled, any time orders are copied or moved from another Order Desk store into this store, they will have the original store ID prepended to the order number.
This is especially useful for accounts that move a lot of orders between stores and need to know where they came from at a glance. It will also keep similar order numbers from colliding. For example 2154-1000 and 6548-1000 both had an order number of 1000, but because they came from different Order Desk stores, both can be added into the same store without an order number conflict.
The new order number will look something like this:
Display Options
Date Format
The date format uses PHP date code. For more information and the date code reference, refer to this article.
Short Date Format
The short date format is used in certain integrations to display the date, specifically Authnet, EasyPost Shipment Manager, Stripe Account Details, and MCF Estimated Shipment details.
IMPORTANT
When using nonstandard combinations of PHP date format codes, dates on orders can be changed to January 1, 1970 unintentionally. If you see this date, try a different date format or return it to the default: Y-m-d H:i:s.
Orders Per Page
The orders per page setting allows you to change how many orders you would like displayed on a single page. The default is set to 50, which is the optimum setting for speed and performance of the app.
Inventory Items Per Page
As with the Orders Per Page setting, the Inventory Items Per Page setting allows you to change how many items you would like displayed on a single page, with the default set to 50 for optimal performance.
Inventory Settings
Add Inventory Details to Order Items
If you want the items in your orders to sync in any extra inventory details saved in Order Desk, enable this setting. This is mandatory for print on demand stores, but may also be useful for other merchants who need to store extra item details that don’t come in from the shopping cart.
For general information about syncing inventory with orders, please see this guide. For print on demand order syncing, read this guide.
Update Stock Level as Orders are Added
To automatically update your inventory stock levels as orders are added to Order Desk, enable this setting. This works for all orders added, whether manually created, downloaded from an integration or imported from a file.
Create Inventory Items as Orders are Added
If you would like Order Desk to automatically create new inventory items out of the items on your orders, select this option. If any SKUs that aren’t already saved to Order Desk come through in new orders, they will be added to your Order Desk inventory. For this to work, you must also enable the Update Stock Level as Orders are Added setting.
For more general information on working with inventory in Order Desk, please read our Inventory Items guide.
Keep Inventory Synced with Other Stores
If you have more than one Order Desk store and want to keep your inventory synced across your stores, select this option and choose which stores should be synced from the options. For more information on how this setting works, please see the How to Sync Inventory Between Order Desk Stores guide.