Editing / Adding an Order

Video Instructions

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The Order page

The Filter Bar

Printing an Invoice

Editing an Invoice

Inserting an Invoice

The Invoice Area

Customer Details
Payment Details
Shipping Details
Products Purchased
Vouchers
Totals
Update Order Details / Customer Contact

 

 

 

The Order Page

The Order page lets you insert / edit orders

To get to this area click Sales > Orders

 

 

 

The Filter Bar

The top row of the orders screen is a ‘Filter’ area

This is an easy way to see specific orders

Tip

If you are missing a few orders try the status drop down menu

Once you have entered in the details of the order you want to find click the Filter button

 

Print Invoice

To print an invoice(s) select the invoice(s) (by ticking the box) then click Print Invoice

 

Editing an invoice

To edit an invoice click the edit button beside the order

This takes you to the invoice editing area (as detailed below)

 

 

Inserting an Invoice

To add a new invoice click the ‘Insert’ button

This takes you to the invoice editing area (as detailed below)

 

The Invoice Area

The invoice area displays the details about the order. This is also where you can update hte order status and contact the customer about the order.

Below you will find further details about each area.

 

Customer Details

Typing in a customer name that has already made an account with the store will auto-complete the form by bringing up their information to fill in the blanks.

 

 

Payment Details

If an address has been added to the customer, select their address option under “Choose Address”.

Otherwise the customer address will need to be manually filled into the form.

 

 

Shipping Details

This section tracks the shipping address for this particular order.

If the shipping and payment address are the same, copy and paste the information above when adding it manually.

 

Products Purchased

In “Choose Product”, begin typing the product name. A drop down list will appear with products containing that name. Selecting a product from this list will bring up specific product options for this order.

 

Vouchers

If a customer wants to add a gift voucher order, it will ask them for the following information.

 

 

Totals

Under Totals, other contributing payment factors, such as coupons and vouchers, are added/subtracted to the order total.

For this area to work correctly Shipping and payment methods must already be set up. If nothing is setup you will not have any drop down options available.

NOTE:

This area is where you can update the order status – and also alert the customer about their order (i.e. that it has been sent. Some people add the shipping details or tracking number.

Once you have finishing editing this area click ‘Up date Totals’ then save

 

 

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