EditandPrint Version.5 Orders

Orders

List Orders

Everything you need to manage orders for which payment is received. This section also contains quick links to common order management actions such as update order status, download print ready file, identify overdue orders and more.

Advance Search: You have multiple ways to search orders such as, name, email id, order status, duration, Branch wise, Pickup Branch wise and more so that you quickly get to what you are looking for. You can Filter by Traits to specifically get to the order type you are searching. Rest your cursor at each icon to know what they stand for or refer to index at the bottom of the page.

Overview: Summary of the orders, customer contact details, billing amount and more. Each time a customer places an order, a new order ID is automatically generated and is never repeated. Orders that have exceeded their due date will be highlighted in red.

Status: You can easily change the order status by clicking on ‘Edit’ icon with a pencil mark on Status Column. Tick Customer Notify if you wish to send email notification about the change in order status. You can view or edit the order status email from below path..

Mass Action: From the dropdown list at the top Left choose an action and tick the orders for which you want to execute it. To select all orders at once, tick the checkbox in the top bar and click Submit.

Export Orders: You can export all the customers by clicking on Excel Icon Top right corner above Action.

New Order Notification: You will receive the notification for new customer orders in the top right side corner of admin panel.

Payment Request

This section allows you to raise payment request for orders modified with more additional options or higher quantity. Enter the details in the given fields and click ‘Save’. The customer will receive the notification in his/her My Account and make payment from there.

You can view the list of orders for which payment request has been raised. From the Action dropdown list there you can send reminder to the customer and carry out other actions as well.

Paid Notification: When the customer makes payment for payment request generated by you, you will receive the notification on the top right side corner of admin panel.

Add New Order

Add New Order / Offline Order

This section allows you to manage orders which are not placed from your online storefront. You can place orders into your system on the behalf of your customer from here.

Add New Customer

Admin > Orders > Add New Order

Here you can place an order on behalf of your existing customer or you can create a new customer and place an order on his/her behalf. You are required to enter the details of the customer and their shipping address. Next, you need to add product order from Add New Product interface. To place an order for an existing customer, you are required to search either by Name or Email address. Some of the important fields are explained below:

Add New Product

Existing Product: When you select Existing Product option, you will see a quick link to online calculator from where you can select the product specifications. Rest of the fields will be auto-filled based on it. Upload the customer’s artwork file and continue to shipping and payment details.

Custom Product: Select this option if the order is pertaining to products other than your existing products. Fill in the details and save changes to continue to shipping and payment details.

Select Payment

Select the payment mode, check the order details and confirm order. If Payment Request is ticked, then you will be redirected to Payment Request to raise payment request for this order and click Submit. Otherwise, you will be redirected to the View Orders page.

Order Status

This section allows you to edit the default email content for each order status and also add new ones. You can even manage different order status showing under Job Board on admin homepage (Dashboard). If you have multiple languages enabled, then you need to enter translated text for each of them manually.

Action Menu

Admin > Orders > Order Status > Action dropdown

Edit: Quick link to change the details for the selected order/order product status.

Delete: 2-step confirmation to permanently delete the selected order/order product status.

Add

Admin > Orders > Order Status > Add (Top Right Link)

Simply fill in the details and click submit to create a new order status. Important fields are explained as below:

Set as Normal: This option will show if you select Order Status in Status Type. If you tick this option, then the system will consider orders with this status as normal status (as if order is under process).

For such order status or any of the order product status, you are able to choose color class to be used for such status on order listing page. Also, you can choose whether such order status should be displayed under Job Board on admin homepage (Dashboard).

Set as Completed: This option will show if you select Order Status in Status Type. If you tick this option, then the system will consider orders with this status as completed.

Set as Canceled: This option will show if you select Order Status in Status Type. If you tick this option, then the system will consider orders with this status as cancelled.

Set as Shipped: This option will show if you select Order Status in Status Type. If you tick this option, then the system will consider orders with this status as shipped.

Internal Status: You can set the Order Status for internal use. This will not be disclosed to your customer. You can set the related existing order status which you want to show to your customer instead of the selected internal order status.

You can also set the order product status based on specific products

Coupon / Discount

This interface allows you to manage coupons and discounts with fixed percentage or amount to your customers for a specific date and time duration. At-a-glance you can find a summary of all the coupons and discounts that are generated along with their specifications and validity tenure.

Status: The status is automatically changed by the system depending upon the coupon/discount’s validity duration. Coupon/discount running currently will have status as Green (Active), if duration is exceeded then it will display as Expired. You can add coupon/discounts for future date & time for which status will show as Coming soon.

Action Menu

Admin > Orders > Coupons / Discount > Action dropdown

Edit: Quick link to edit details of this coupon/discount.

Delete: 2-step confirmation to permanently delete this coupon/discount.

Duplicate Coupon/Discount: Instantly creates a duplicate of the selected coupon/discount. Make the required changes and click ‘Save’.

View Order: This option will display only if any customer has placed order using the coupon. Click on it and you will be redirected to Sales order detail in the Report module where you will find more information about it.

Combo Product Discount Rules: Create a rule on the already existing combo discount based on individual product. The discount percentage or amount you specify here will over-write the actual combo discount percentage or amount while calcuting the discount on the individual products configured in its setup. Apart from this, you can even set conditions like mininum and maximum quantity of particular product that customer needs to purchase for the combo product discount rule to apply.

Add

Admin > Orders > Coupons / Discount > Add (Top Right Link)

Type: You can set the type of price-off in three ways:

Coupon: Select this option if you want to offer coupon code to your customers which they need to redeem at the time of checkout to avail discount. It can be made available to all or specific retail and corporate customers.
Discount: It is available only for retail customers. You can set discount on specific products or all products. If you want the discount only to apply on the shipping price instead of product price, select the radio button option accordingly. On the storefront, your customers will see a strike through on the current price next to the discounted product or shipping price.

Conditional Discount: Apply Always will deduct the discount percentage/amount on the order, irrespective of the product price, quantity and order price. To set conditions, you can enter the range for which discount will apply.

Combo Discount: It is available only for retail customers. You can set discount on a combination of specific products. On the storefront, your customers will see a strike through on the current price next to the discounted price.

Import Coupon

Admin > Orders > Coupons / Discount > Import Coupon

To mass upload coupons, simply follow the steps there and import the Excel file.

Note following points to avoid wrong or omitted coupon entries into the system:

Do not delete or interchange any column in the sample Excel file
Do not change title of any column
Leave columns blank which are not relevant
For clarification about any column title, look up in Step 2. Sheet names are displayed in tabs

Revoking records: After importing records you will get an option to “Undo or Close.”

If you want to revoke the imported multiple coupons, then click on “Undo”.
If you want to have those records (coupons) on the system, then click on “Close”.

Disable Coupons / Discount

By default both Coupons and Discount sections are enabled, to disable them simply go to…

Admin > Store Configuration > Settings > Search with “coupon” > Enable Coupon Management Module (Select No)

Admin > Store Configuration > Settings > Search with “discount” > Enable Discount Management Module (Select No)

Unpaid Orders

Orders for which payment is not yet made or clearance of cheque, credit or debit card is awaited. Also offline orders will show in this section.

Unpaid Order Notification: A notification will be generated by the system when there is an unpaid order, which will be displayed on the top right side corner of the admin panel.

Action Menu

Admin > Orders > Unpaid Orders > Action dropdown

Edit/View: This interface organizes order and product information under three tabs:

View Order: This section enlists all the information related to shipping and product details. Order History is a record of all the changes made in this particular order.

Update Order: Under this tab you can edit shipping and order information. Tracking number is automatically generated if any of theseshipping methods are selected – UPS, USPS or FedEx. For Weight based and Quantity based shipping methods, tracking number is to be filled manually. On receiving the payment you need to change the status from the Status dropdown list and it will move to View Order section.

Update Order Product: This section shows details about the product and allows you to change order status. You can also download print-ready file from here.

Download Invoice: Instantly generate a PDF of the invoice. You can modify invoice template from…

Admin > Content Management > E-mail Template > Search with “invoice” > INVOICE_TEMPLATE > Action > Edit

Delete: Cancelled or rejected unpaid orders can be directly deleted.

Archive Order

This section allows you to manage orders marked as archive. You can move orders to archive for which no further process is required to be carried out, but you want to save them for future reference. Moving orders to archive reduces the clutter under List Orders section.

Mass Action: From the dropdown list at the top right choose an action and tick the orders for which you want to execute it. To select all orders at once, tick the checkbox in the top bar and click Go.

Action Menu

Admin > Orders > Archive Orders > Action dropdown

Update: Displays Summary of this order along with its details regarding product, shipping, order history and more.

Restore: Quick link to move this order to View Order section.

Delete: 2-step confirmation to delete order record.

Export Orders

Admin > Orders > Archive Orders > Export Orders (Top Right Link)

Quick link to instantly export all the archive orders in an Excel file.

Auto Archive

You can set auto archive, which will automatically send orders marked as “Completed” directly to the Archive section.

Admin > Store Configuration > Settings > Search with “archive” > Order Auto Archive (Select “Yes”)

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