Order Management
Order Management
Navigation: Web Commerce >> Orders >> Action (icon)
It is important to know not only how to make an order but also manage an order. Without managing an order, you cannot complete the order properly. Following the navigation is given above one can get the route to manage the order in various ways. Furthermore, if the user faces any difficulties to manage the order, he or she will get help from the following discussion.
“Orders” Overview :
- Expand: By clicking on the expand option of particular order from the list, you can get to know about the order, shipping, and billing information.
- Manage Shipment: After completion of an order, to manage/ execute the shipment, click on this option.
- Manage Payment: After/ before the shipment, to manage the payment issue of the ordered product, go to this option.
- Comment History: You can add a comment regarding the order issue by clicking on this option.
- Print Order: If you want to print the information of a particular order, click here.
- Print Picking Slip: There are different types of Picking Slip in the WebCommander system. To print these slips, click on this option.
- Print Invoice: To get a hard copy of the payment information only, one can click on this option.
- Complete Order: After completing the whole order process, you can click on this option to show the Order Status green.
- Cancel Order: This option will be clicked to cancel the order.
Expand:
Click on the Expand option of an individual order from the list and the order, shipping, and billing details will appear.
Shipping Details: By clicking on this button one can edit the shipping details of that order.
Billing Details: To modify the billing details of an order, click here.
Manage Shipment:
Action: Click on the Action icon of an individual order.
Manage Shipment: Then, click on the Manage Shipment option to execute the shipment process.
Actions: Click on the Action icon.
+ Add Shipment: Then, click on + Add Shipment option and a new popup window will appear to collect information.
A new screen pops up asking for more information
Shipment Quantity: Input the quantity of product which is going to be delivered.
Shipping Method: Give the shipping method to deliver the product.
Tracking Information: Tracking information means the current position of the product. The information about tracking is recorded in this box.
Shipping Date: Enter the shipping date of the product from when the shipment process is going to be started.
Submit: After filling up the information, click on Submit to start the shipment.
Cancel: Click on this button to stop executing/ managing the shipment.
Manage Payment
Action: Click on the Action icon of an individual order.
Manage Payment: Then, click on the Manage Payment option to finish the payment process.
Actions: Click on the Action icon.
Pay: Click on Pay option and a new popup window will appear to collect information.
Payment Method: Select a method of payment.
Payment Date: Enter the time of payment.
Tracking Information: Tracking information means the current position of the product. The information about tracking is recorded in this box.
Payer Information: Give information about the person, who is going to pay for the product.
Due: The amount, that customers will pay.
Amount: Enter the amount, that the customer is going to pay.
Submit: After giving all the information, click on submit to finish the process.
Cancel: To cancel the payment process, click on this button.
Comment History
Action: Click on the Action icon of an individual order.
Comment History: Then, click on Comment History to view and add comments.
Comment: Write a comment/ message regarding the order.
Add Comment: Click on this button to save the comment.
Add Comment and Notify: Click on this button to save the comment and notify the customer.
Cancel: Click on this button to stop commenting.
Print Order:
Action: Click on the Action icon of an individual order.
Print Order: Then, click on the Print Order and a new page will appear.
Print: Then, click on the print option to print the order information
Print Picking Slip
Action: Click on the Action icon of an individual order.
Print Picking Slip: Then, click on the Print Picking Slip, and a new page will appear.
Download: If you want to download the picking information, click on this option.
Print: Click on the print option to print the picking slip.
Print Invoice
Action: Click on the Action icon of an individual order.
Print Invoice: Then, click on the Print Invoice to print the payment information only.
Download: If you want to download the invoice, click on this option.
Print: Click on the print option to print the invoice.
Complete Order
Action: Click on the Action icon of an individual order.
Complete Order: Then, click on the Complete Order, if the order has been completed.
Cancel Order
Action: Click on the Action icon of an individual order.
Cancel Order: Then, click on this button to cancel the order.
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