> For the complete documentation index, see [llms.txt](https://docs.solutioo.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.solutioo.de/magento-2-api-connector/magento2_en_us/configuration/set-up-orders-and-documents.md).

# Set Up Orders and Documents

This section controls how Magento orders become BC documents.

### Allow Download

**Allows Order Download** is the central permission switch.

### Automatic Document Creation

**Create Doc. Immediately** automatically creates a BC document on download. Start with manual creation.

### Document Type

**Sales Order Document Type** is usually Order. Use other types only after a process review.

### Number Series

**Sales Order No. Series** must exist and have sufficient capacity.

{% hint style="danger" %}
In this app version, the selected number series can be written to the global setup **Sales & Receivables Setup → Order Nos.**. This also affects manually created sales orders. Check the global setting after setup and testing.
{% endhint %}

### Download Filter

**Downloadable Order Status** controls the interactive filter. The **Selected** checkbox in the status list is not evaluated for this purpose in version 27.10.0.16. The separate standard download job uses hard-coded statuses.

### Additional Fields

* Start From Order ID
* Default Location Code
* Calculate Invoice Discount
* Prices Including Tax
* Calculate Tax When Create Sales Order
* Calculate Tax on Shipping Cost
* Replace Magento Shipping Cost
* Download Order Item options

Test guest/customer orders, discounts, shipping, tax, options, partial quantities, and retries.


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