Requiring a customer on orders and draft orders

By default, Cleverific allows orders and draft orders to be saved without a customer assigned. If your workflow requires a customer to always be present before an order can be saved, this can be enforced with a backend setting.

How it works

Once enabled, Cleverific will display an error message if a staff member attempts to save an order or draft order without a customer entered. The order cannot be saved until a customer is selected.

Who this applies to

This applies to all users editing orders or draft orders through Cleverific, including staff and collaborators.

Any questions? Feel free to reach out to support@cleverific.com!