Orders

Table of Contents:

• Filters
• Completing the Order Fulfillment Process
• Filters (continued)
• Status Icons
• How to Create an Order
• Recreate an Order

The Orders feature provides an ‘Order Fulfillment’ process that allows for more streamlined organization of your orders as well as order status tracking. 

Go to Orders from the navigation pane.

A list of Open Orders will display.

Tip: To search an Order, enter Customer Name or Order Number in the search bar (iOS) OR by using the magnifying glass icon in the upper right corner (Android).

Filters

Filter options are displayed allowing you view ‘All’ orders, orders from ‘Today’, orders within the last week (‘Week’), within the last month (‘Month’) or enter in a ‘Custom’ date range and view orders within that time frame.

Open (Delfault):

Orders listed under this section are open orders that have been created, but not paid or sent as an invoice.

Invoiced:

These are the orders in which the invoice has been sent to the customer, but the customer has not paid the invoice yet.

Paid:

An order enters this status once an online order or invoice has been paid. Orders placed through your website show under this ‘Paid’ status tab, so you’ll never miss a web order again! Orders displayed within this status are now ready to be shipped or picked up.

Special Tip: Automate the Order Fulfillment process with ShippingEasy!

When you have your ShippingEasy account linked to the app, orders in ‘Paid’ status that must be shipped to the customer will AUTOMATICALLY sync to ShippingEasy to pay for postage and generate the shipping label. When a label is generated, it updates the order status from ‘Paid’ to ‘Completed’ and inserts the tracking information into the order details on the app.

Still need to create a ShippingEasy account? See how to sign up here!

If you are NOT connected to ShippingEasy, this is where you will need to manage and determine which orders still need to be manually fulfilled in the app.

Completing the Order Fulfillment process:

For Shipping Orders:

1. Select the order you’d like to fulfill, and click on the Ship button in the bottom left corner of the screen. 
   
2. A window will appear that gives you the ability to choose which shipping carrier was used as well as a tracking number
   • This information is not required, but can be very helpful with your organization!
     
3. Important step: Be sure to turn the ‘Shipped’ toggle on within this window.

Note: Saving the tracking information is NOT going to send shipping confirmation to the customer from the app. This notification process is still handled by your selected shipping platform.

4. Click save. This moves your order to the ‘Completed’ status.

Note: If you make a mistake, for example, marking the wrong order shipped, it’s okay! You may still edit the status of an order by clicking on the pencil icon next to its status. Once you save your changes, the order will be placed back into the ‘Paid’ column.

For Pick-Up Orders:

Pick-up orders are only marked for pick-up when an order is placed by a customer through your online store and chooses Pick Up instead of Shipping. In this case, the ‘Pick Up’ button will display in place of the ‘Ship’ button in the lower left corner of the ‘Order Details’ screen. 

To fulfill these orders:

1. Select Pick Up
2. Toggle on 
3. Click save.

Once saved, the order will be moved to the ‘Completed’ status.

Note: Orders within the paid status will have the option to perform the swipe action, which will display either the ‘Ship’ or ‘Pick Up’ option. Performing this action will move the order to the ‘Completed’ status.

Filters (Continued):

Completed:

This section contains orders that have been paid for AND shipped or picked up.

Canceled:

An order enters this status if it has been canceled.

Returned:

Any order that has been refunded.

Status Icons

• Truck: An order that is going to be shipped
  or
• Store: Order is to be picked up. This indication is made by the customer during the checkout process on your Online Store. 

• Green checkmark: The order has been shipped or picked up by the customer.
  
• If there is no icon next to the order, this indicates that the order is considered an “In person” sale – meaning the order was placed in the app and you received payment either via cash, check or card reader, and the customer walked away with the sale immediately.

Note: This status change process is purely for the consultant’s business process; as mentioned before, your shipping system is still responsible for sharing tracking updates with customers.

How to create a new order:

1. Select the “+” button in the top right corner.
2. Select the Customer the Order is for.

Tip: If the Order is for a new Customer or if there is no Customer Record, select the Add Customer button. Enter the customer’s First Name, Last Name, and Email Address and click Save.

3. On the New Order screen use the Add Items button or Scan button to add items from your inventory to the Order.

Note: If you do not have any Inventory uploaded to your app – that is okay, you can add items on the fly! To perform this action, select the Scan button instead of ‘Add Items’.
(The Scan button has the ability to search items in your existing inventory AND add a new item!)

Each Item in an order has additional options to choose from before completing the order. The following options are available from the ‘ellipsis’ (3 dots) button to the right of the Item:

Give Away – this option allows you to mark an Item as free ($0.00)

Change Quantity – this option allows you to increase/decrease the quantity of an Item

Remove – this option allows you to remove an Item from an Order

Cancel – this option will close the Item options and no changes will be made to the order

Tip: If the Order is not yet ready to be invoiced or paid, you may close out of it using the x in the upper right corner. Open Orders that have not been invoiced can be found using Not Invoiced filter option on the Orders screen.

4. Turn on the Ship Order button if the order will be shipped.
   • If Ship Order is on, Free Shipping option will also display.
5. Add Notes to the customer, if needed.
6. To invoice the Order to the Customer, click the Invoice button.
7. Two options will display:
   • Copy Invoice Link – if you want to share with your customer a link to the invoice.
   • Send Email – if you want an invoice email sent to your customer
8. If the Order is for an in-person sale, click the Pay button.
9. Select a payment method.
10. Confirm all the details in Order Summary.
11. Click the Proceed button.
12. Enter payment details and complete the order. 
13. A Receipt will be sent to both you and the customer once the order is complete.

Tip: To resend a receipt, go to Completed Order’s Details screen and click Resend Receipt button.

Tip: To view processed orders, go to the Orders screen and use the Completed filter. Completed orders can also be filtered by time.

Note: If your store is connected to ShippingEasy, Receipt Notes and Item Numbers associated with products in a complete Order will be sent and available in ‘Order Details’ in ShippingEasy.

Recreate an Order

If you’d like to recreate/reopen a canceled or expired order to re-invoice your customers, go to your ‘Canceled’ orders, select the order you’d like to perform this action on and click the Recreate Order button.

Notes:
– Items that are out of stock in your Inventory will be listed so you can choose to remove them from the recreated order.
– You can also choose to Recreate Order with all of the original items and quantities after verifying your stock levels.