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 can cha...
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. Within the Managem...
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 Requirements fo...
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 Advanced...
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 Individual Packin...
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 from the...
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 'reply t...
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 if a...
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, select ...
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. Once an or...
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 Man...
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 order, ...