The Orders section of the platform offers a convenient way for you to track and monitor all of your orders from your different sales channels in one place, allowing you to easily manage and stay on top of your sales activity.
To manage your Orders, open your Dashboard and head over to
Sales > Orders
Note: Orders with comments will be highlighted in blue for easy identification.
Adding New Order
To add a new order, click on the '+' button
Note: You can only add an order for Equotix POS sales channel. You will need to have the Equotix POS channel activated.
You will need to provide the details for the following fields
The breakdown of the fields are as follow
|Channel Order||The Order ID for this order. Leave empty if you would like the system to generate it for you.|
|Channel||The sales channel to create this order in|
|Customer||The customer to assign this order to. Leave empty if this is a new customer.|
|First Name||The first name of the customer|
|Last Name||The last name of the customer|
|Company||The company of the customer|
|The email of the customer|
|Telephone||The telephone number of the customer|
|Telephone 2||The second telephone number of the customer|
|Date Ordered||The date and time the order is created|
|Product||The products in the order|
|Address 1||The shipping address 1 of the order|
|Address 2||The shipping address 2 of the order|
|City||The city of the order|
|Postcode||The postcode of the order|
|Country||The country of the order|
|Zone||The zone of the order|
|Shipping Method||The shipping method of the order|
|Shipping Date||The shipping date of the order|
|Shipping Tracking||The shipping tracking code of the order|
The currency in which the credit note is created in
|Currency Value||The currency value for the selected currency|
Upon clicking 'Pay', you will have to select the payment method to complete the process.
To delete existing orders, select the orders that you want to delete, followed by the "trash" icon. This will remove the selected orders from the system.
In the example above, the order #305 will be removed from the system.
Exporting of Orders
You can export the list of orders to an Excel file by clicking the "export" icon and then selecting "Export Data". This will generate a file containing the relevant data, which you can then save and use as needed.
Note: If you have not selected the orders to export, the system will perform the export for all your orders instead.
Printing Order Receipts
You can print the order receipt. To do so, select the orders that you would like to have the receipt printed, followed by Print Receipts.
You will have to choose the invoice template in which you would like to have the receipt printed in. The invoice templates can be configured in the extensions section.
Emailing Order Receipts
You can email the order receipt to the customer. To do so, select the order that you would like to have the receipt emailed, followed by Email Receipts.
You will have to choose the invoice template in which you would like to have the receipt emailed in. The invoice templates can be configured in the extensions section.
Note: You are required to have at least 1 invoice template to perform print or email. To create the invoice template, open Integration > Extensions > Invoice Template > Add