Order Management

Articles

Changing the Status of an Order
Quick Steps: Shop > Order Management When orders are placed through the Shop page they are automatically placed in the Outstanding status. Each order can then move through a number of statuses going from outstanding to completion. You...
Resending Order Confirmation Emails
Quick Steps: Shop > Order Management > Actions > Send Duplicate Receipt Orders allows you to view all orders that have been placed within your organisation's Shop, and manage these orders from Outstanding to Completed. 1. Withi...
Viewing Orders
Quick Steps: Shop > Order Management > View Order > Actions Viewing Orders allows you to view any outstanding orders and the details of them to allow you to pack and complete the order. You can view the Postal Address and Item Requir...
Filtering Shop Orders by Date
Quick Steps: Shop > Order Management > Advanced Search Viewing Orders allows you to view any outstanding orders and the details of them to allow you to pack and complete the order. You can filter your orders by a date range using the Ad...
Printing Packing Slips
Quick Steps: Shop > Order Management There are two options for Printing Packing Slips within the Shop module. These can be done be printing packing slips for all orders, or by printing slips by individual order.  Print Indi...
Adding a Note to an Order
Quick Steps: Shop > Order Management You may need to create notes against an order if you are waiting on an item to arrive or other information needs to be logged against the order. 1. Within the Management Console, select  Shop ...
Emailing a Customer
Quick Steps: Shop > Order Management Within the Order Management menu, you have the ability to email each customer individually in regards to their order. This allows you an easy way to communicate with a customer, as well as set the '...
Editing an Order
Quick Steps: Shop > Order Management Once an order has been placed, in the Orders area, you have the ability to update the shipping address for an order, as well as the Shipping Tracking Code and any Delivery Notes. This is available for i...
Exporting Orders
Quick Steps: Shop > Order Management > Export These Orders To help in processing and completing orders, you have the ability to export orders into Excel to view the full order and shipping details. 1. Within the Management Console, se...
Completing an Order
Quick Steps: Shop > Order Management When orders are placed through the Shop page they are automatically placed in the Outstanding status. Each order can then move through a number of statuses going from outstanding to completion. On...
Mass Update of Order Status
Quick Steps: Shop > Order Management When handling a large volume of orders, it is possible to make a mass update to the status of a group of orders by uploading the new information into the Orders page. 1. Before you get started in the ...
Cancelling an Order
Quick Steps: Shop > Order Management When orders are placed through the Shop page they are automatically placed in the Outstanding status. Sometimes you will then need to cancel an order. This can be done by changing the status of the...