Order
Orders contain one or many Purchase Orders and can exist in various Order States. There are a couple important order concepts.
Orders are not reported in sales numbers unless they contain an Order Date.
Creating an Order
There are multiple ways to create an order.
From the
+button in the top right of the application navigation.From the orders section.
From a customer view.
Order History
View a history of changes to the order.
Select the History icon.
Flagging Orders
Flag orders so they can be filtered on the orders list or used to identify orders.
Select the Flag icon.
Sending Orders
Send order emails to customers or suppliers. See Transactional Emails for more information on emails that can be sent to customers.
While viewing an order select the Paper Plane icon.
Send Quote
Send a quote to a customer. Quotes are typically sent if payment is requested before producing the order.
Send Customer Invoice
Send an invoice to a customer. Invoice dates are required when sending an invoice. Invoices are typically sent after an order has been produced.
Send In Production Email
Send an email to the customer informing them their order has been sent to production.
Send Receipt
Send a receipt of the order to the customer which includes payment history.
Send Tracking
Send order tracking information to the customer.
Send Post Purchase Email
Send a post purchase email to the customer asking them to review their order or provide other feedback.
Duplicating Orders
Duplicate an order with our without a customer.
Select the more menu
•••.Select Duplicate Order.
Marking Orders as Test
Mark orders as test so they don’t show in reporting, dashboards and orders list.
Select the more menu
•••.Select Mark as Test Order.
Order Fields
Description of fields associated with an order.
General
Order State
The state of the order. Orders states define where the order is in its life cycle. Order states are also used to trigger, restrict and allow various actions and automations. See Order States for more information on what each order state means.
Sales Person
The sales person associated with the order.
Administrator
The sales administrator associated with the order.
Created Date
The date the order was created.
Updated Date
The date an order was updated.
Order Date
The date of the order. Order date is assigned when a payment is made or customer purchase order is uploaded.
Invoice Date
The date when an invoice is sent and payment is requested from the customer.
Supplier Reconciliation Date
The date all invoices from suppliers have be reconciled.
Due Date
The date an order is due and expected to be delivered to the customer.
Rush Order
Signifies that this order requires rush processing and production.
Firm Due Date
Signifies that the order has a firm due date which must be meet.
Customer
The customer associated with the order. Also displays the customers device and location when order was created.
Order Totals
Product, shipping and tax totals associated with the order.
Payments
Manage payments associated with the order.
Select the Payments link.
Select the tab associated with the Payment Method apply or modify a payment.
Purchase Orders
List of purchase orders. See Purchase Orders for more information on adding and managing purchase orders.
Documents
Documents associated with the order. Documents can be included when sending purchase orders to suppliers.
Order Shipment
Create an order shipment that includes multiple purchase orders under one shipment.
Follow Ups
Mange follow up’s associated with the order and customer associated with the order.
Order Follow Ups
Follow up’s associated with the order.
Customer Follow Ups
Follow up’s associated with the customer.
Reference Fields
Reference fields associated with the order and store. See Cart Reference Fields for more information on creating reference fields. See Order Reference Fields for more information on where reference fields are used and displayed.