Order Settings

Titan Office's Order Settings allow you to choose what appears on your XSite order form, adjust your automatic internal due date, configure your internal file numbering, order notifications, and more. To adjust your order settings:

1. From the Office Settings section of Titan Office, click Order Settings on the upper left.

   

2. Adjust your order settings:

   XSite order form

   Enable or disable each option to choose what appears on your XSite's order form.

   Automatic internal due date

   Choose the number of days prior to the client due date for your internal due date. Then specify whether Titan office should count the days as calendar days or weekdays (business days) only.

   Automatic internal file numbering

   Choose whether you want to create internal file numbers sequentially starting with a specific number, or if you want to create them with custom settings. If you choose to use custom settings, additional options appear that allow you to specify a prefix, year, month, day, and digit sequence — an example file number using your custom settings is shown on the lower right.

   Automatic invoice creation

   Enable or disable options to set the invoice due date the same as the order due date and/or automatically populate the invoice number with a specific file number from the order.

   Automatic bill due date

   Choose the number of days after the invoice date for your bill due date. Then specify whether Titan office should count the days as calendar days or weekdays (business days) only.

   Order Notifications

   Choose which events trigger a notification to be sent.

   Orders

   Enable or disable the option to display the client company name instead of the contact name in the order grid, choose how recent orders are sorted, and choose the inspection time blocks.

3. When you're finished, click Apply on the upper right.