Sales orders settings

The Sales orders group has one setting, which makes extra delivery contact fields mandatory on sales orders. Find it under Admin › Settings › Sales orders. For how levels work, see Settings; for sales orders in general see Sales orders.

Required delivery contact fields

Key	sales_orders.required_delivery_contact_fields
Type	Multi-select: Phone number, Email
Default	None selected
Conditions	None
Account lookup	Hierarchy

Delivery contact fields required for sales orders.

Every sales order needs a delivery contact with at least:

• Last name
• Postal code
• City
• Country

With this setting you add Phone number and/or Email to that list. A sales order whose delivery contact misses a required field cannot be saved, whether it is entered on screen, imported or created through the API; the field is reported as blank.

Typical reasons to require them:

• The carrier needs a phone number or e-mail address for delivery notifications or for the label.
• You send track-and-trace e-mails to the consignee.

Which account's value applies

The value is looked up through the account hierarchy: Boxture starts at the top-level account and works down to the order's account, and uses the first account where at least one field is selected. If no account in the chain selects anything, only the standard fields are required.

This means a parent account that requires a phone number imposes that on all its sub-accounts; a sub-account can only set its own requirement when no account above it has one.

TIP

To require a field for one customer account only, set it on that account and leave it empty on the accounts above it.