Setting up Estimate and Order Preferences Follow
Midnight includes the ability for a company to set up several preferences for the operation of Midnight
estimates and orders. This includes the following information:
- Disposition
- Document Types
- Estimate Status
- Job Progress
- Leftover instructions
- Order Status
- Order Version Status
- Record Resolution
- Tax Codes
- Tax Exemptions
- Tax Jurisdictions
- Terms
- Undelete Orders
To access each of these lists, click on The Gear Icon, and then Estimate/Order to see each in a list:
Disposition list
The Disposition list is used with Estimates in conjunction with the estimate status, and they allow users to indicate particular reasons we may have lost an estimate, or have lost contact with the prospect.
The disposition list consists of:
- Disposition code
- Description
- Active (Y/N)
In order to add a new disposition record, you will enter your code and description in the open fields at the bottom of the list, and click on the Save button at the end of the row.
If you want to edit an existing disposition record , click on the blue pen and paper icon to make changes. To delete a disposition record click the red X and confirm the deletion of the record.
Document Types
Contains the types of documents. To add another, type in the name of the document type you want to add, and then click the blue save button at the end of the row.
Document types has 2 sections, the name of the type of document, and if it is active or not.
Estimate Status
Contains different statuses to flag to estimates. As with document types, there are 2 sections for the name and if it is active.
Job Progress
Job progress is different labels to assign to Jobs. They consist of a code and a full name that typically elaborates upon the code. Many of them reflect different stages in the production process, although the user can always add a new code to signify anything else.
Leftovers
The leftovers list is used on estimates and orders to indicate how leftover materials are to be
handled for the project being entered. You will use this administrative list to enter all of the alternatives you want to be available for your users in Midnight.
The form functionality is the same as the disposition code list above. Again, you can add new records using the bottom of the form, edit existing records by using the blue pencil and paper button, and delete existing records by using the red X button.
Order Status
Midnight orders can be flagged with statuses that can, in turn, be used as categories of orders for reporting or filtering purposes. Your default database will start with just two order statuses: Active, and On-Hold/NonActive.
You can edit these statuses by Typing in a name of the new status you want to add, selecting a status type, marking it as a Accounting Export or not, and selecting if it is active or inactive.
Order Version Status
Order version status is where you can create different version statuses to assign to orders. Adding new order versions is the same as in the previous sections, Simply Type in the Priority of the new version status, add a name to it, click the active check-mark, and then save it using the blue button.
Record Resolution
Record Resolution is a status that you can assign to orders in the Data/postage tab when viewing an order. Canadian Records, Foreign records, and Unmailables all pull from this list.
Record resolution has 2 default entries, Discard and Keep. As with the other menus, you can add new ones by typing in the bottom column.
Undelete Orders
If you removed an order and would like to restore it, click the active check box and then click "Save & Close" to make the order active again.
