Order Options

Clicking the Order number (or the blue magnifying glass in the buttons to the right) will provide additional options and detail for managing the order.

Options overview

Summary	The Summary screen provides detailed information on the status of the order, including customer information, shipping, payment, items ordered and amount paid.
View Order (Default View)	Opens a merchant copy of the Order.
Payment	Provides an Order payment status, allows the merchant to print or resend invoices, process a manual payment or change the payment menthod set. You can also Intiate a new payment transaction, and view the payment attempts history to debug issues if a customers method of payment is failing.
Shipping	Update a shipping notification, email couriers for dispatch, make partial shipments of goods orderd, save shipping notes. update shipping status.
Address	Provides Address Verification services via the NZ Post Address Checker, with matched addresses and quality score, to confirm validity of address provided. Address lookups are available for international addresses.
Print / Email Docs	Provides a library of all dockets related to the order, for customers and merchants. You can resend documents to the customer from this screen if required.
Picklist	Provides a picklist of products to print, or use on tablet as an interactive page. You can scan items using a barcode scanner to update the list as well.
Notes / History	View the order history, save notes against the order, or email the customer.
Bookings	If the order is a paid booking e.g. hire, seat, appointment, you can view the delivery time detail here.
Returns / Adj	Update the order in case of stock returns / adjustments, or to add a custom Invoice/Ajustment/Shipping fee or issue a discount or credit. You can apply a refund.
Edit Order	You can reopen a closed order. This is available but not recommended - see tooltips on the Edit Order screen for more information. For most merchants making changes via Returns / Adjustments or Address is a better approach.
Copy Order	You can copy an existing order as a new draft order. This also updates the options available with new copy-related options.
View Customer	View all information related to the customer, update customer details.
Automation	Here you can deliver further online services to the purchaser, eg Upgrade their login status, send them a password reminder, send vouchers or send digital files they may have purchased., view API information for third-party plugins / services used.
Cancel Order	Cancelled orders will remain in the database, but are ignored from reports. We do not offer a delete order option, as there was no undo possible when some merchants accidently deleted orders.

More From This Section

Order Options

Clicking the Order number (or the blue magnifying glass in the buttons to the right) will provide additional options and detail for managing the order.

Viewing a Pick List for an Order

In the orders area you can view an interactive picklist for use on a tablet, or for printing out, when looking to get items for an order.

Updating a received order via Returns / Adjustments

You can update an order received and paid, to return/update stock, add new products or add custom fees or credits. Changes will appear as adjustments to the original invoice.

Sending a customer order documents manually

If needed you can send/resend a customer their order dockets manually via the PRINT/EMAIL DOCS area. You can also choose to view, print or pdf the documents.

Customising Email Notifications

Customise the appearance of the notifications that are sent out to your customers.

Send a TAX INVOICE instead of an invoice

Heres where to go to change it in the CMS

How to remove Auto-login links on Invoices

If you do not want customers to have the ability to auto-login to their website account from a link on the invoice, you can disable this.

Add a Custom Logo to your invoice

You can choose to add a custom logo image to your invoice that overrides the website logo

Setting your own invoice number and prefix

You can specify your own custom order number, which will count sequentially from then on, as well as an invoice number prefix.

Changing the company/organisation name that appears on the invoices

Delivery Docket with Barcodes

You can generate a delivery docket with scan-able barcodes via the Print/Email docs area

Adding a Barcode to appear on your Dockets

Via the Ecommerce notification options you can choose to have a barcode appear on order documents.

Changing the Status of the Order

While the Status of the Order will change with certain events e.g. payment, you can set a custom Status to appear next to the order via the Notes / History area, when viewing the Order.