Orders

PDF invoice module

This module allows you make changes to advance invoices and strict accounting bills. Company details must be specified in this module. You can configure the module, so the invoices and delivery notes are sent automatically after purchase Order status. To make the desired changes in this module, go to Sales >> Retail Invoice. Fill out the necessary information and save the page. More on adding information: How to add details to an invoice.

Last updated on Jan 07, 2025

Order statuses

In the store system you can add multiple order statuses. Therefore, you can add new or edit existing statuses. Those statuses can be found in System >> Localisation >> Order statuses section. For each status you can edit its colour, so it would be easier to perceive and orient between orders. Additionally, you can indicate informative text for each order status. By changing it to the incoming order and notifying the customer about the status change, the customer will receive the relevant information by e-mail. SMS informative text can also be displayed here. Tutorial on how to edit the informative text: here.

Last updated on Aug 26, 2024

Orders can be viewed from the Info panel home page or by opening the Orders section in the admin panel. 1.Order filtering You can filter orders by its individual Order ID, order status, in specific time periods or by client. Remember that it is possible to filter purchases by status and it is important to check Missing orders. This status means, that, if a client has started to form an order, but for some reason hasn’t completed it, hasn’t filled out some data or has left the completion of the purchase, by reviewing the entered information, you can contact the customer and clarify whether the purchase is current or not. 2. Editing an order Clicking on the light blue “View” button by the orders, you can view and edit information connected to an order. Orders can also be opened from the admin panel home page. By clicking on the red Edit button, you can modify payment and delivery addresses. When pressing on the green +Products button, you can add products to the order. But by pressing the red Delete button, you can remove a specific product. Further you can look at the order history and its status. It is also possible to make changes in the order status, select or notify the client about these changes, add commentary and attachments. At the end press the orange +Add button. It is possible to download both an advance and a fixed accounting invoice. The blue button, that can be found at the bottom of the page, is for opening the invoice. Further you'll find, that the orange button is meant for Advance PDF invoice, but the blue one is for Strict Invoice.

Last updated on Aug 26, 2024

Gift Vouchers

In the Marketing >> Coupons section you can create various discount coupons for customers. When completing an order, the client can enter the coupon code and receive the discount. A new coupon can be added by pressing the blue [+] button. Name – Coupon title Enter code – By entering the coupon code, the client will receive a discount. Type – A possibility to choose the coupon type, a percentage discount or a specific amount. Quantity discount - Amount of discount Sum – It is possible to add a minimal order sum, that must be reached to use a discount Customer Login – Whether the customer must be registered to use the voucher Free delivery – Whether the coupon enables free delivery Products – A possibility to choose specific products to which the coupon applies Category block - A possibility to choose a specific category to which the coupon applies Uses per Voucher - A possibility to choose how many times the coupon can be used altogether Uses per client - A possibility to set a limit how many times one can use the coupon Status – Is the coupon enabled When everything has been set, click the blue Save button In the Gift Vouchers section you can divide the coupon sections, for example, birthdays, name days, etc. with the possibility of adding a picture to each topic. These codes can be individually sent to clients via email or to all clients, who have signed up to receive newsletters. Gift voucher design – You can create a gift voucher design and title Gift vouchers – You can create the voucher itself and enter its receiver.

Last updated on Aug 26, 2024

Sales Reports

In the Sales Reports section, you can oversee information about orders, taxes, deliveries, returns, coupons in specific dates or periods of time, as well as by status. Sales Reports >> Sales >> Orders – you can filter orders by specific dates or by order (as in, you can view processed, shipped, and other orders). Sales Reports >> Sales >> Delivery – you can inspect all orders and their statuses. Sales Reports >> Products >> Viewed – you can see, how many products have been looked at. Sales Reports >> Products >> Purchased – you’ll see, how many times each product has been bought. Sales Reports >> Clients >> … - however, here you can see the user activities, which clients are online, as well as each ones total sum of an order and the total sum each client has spent in your store.

Last updated on Aug 26, 2024

Returns

To check client applications for order returns, go to section Sales >> Returns. Similarly, as in the Order section, here you can also use the filter option to sort return applications. Reasons for returns and the person, who has submitted one, you can view by clicking on the blue Edit button.

Last updated on Aug 26, 2024

Editing a return application

To check client applications for order returns, go to section Sales >> Returns. Here you can add new returns by clicking on the "+". Then a window will open, where the necessary data must be entered - about the client and the product. It is also possible to change the status and action. To edit an already existing return, click the pencil symbol on the right side of the order. A similar window will open, containing information about the client and their order. However, when editing an existing application, it is also possible to view and edit its history. If it is necessary to notify the customer about the changes made, tick the "notify customer" box.

Last updated on Jan 07, 2025

Order notifications

To receive notifications about incoming orders, go to Sales >> Order Notifications. To recieve desktop notifications, select "yes" by the according option If You want a sound notification, it is possible. You can also choose the sound. It is also possible to set a desired time, in which the notifications get checked. You can also recieve repeated notifications by clicking "yes". Changes must be saved!

Last updated on Jan 07, 2025

Return options

Under the System >> Localisation >> Returns you will find three sub-categories. In each one it is possible to edit an option, as well as add a new one or delete it. The first is “Return Statuses”, that will appear only on the admin side. They describe in which part of the process the return is currently in. The second is “Return Actions”, that also appear only on the admin side. This section describes, what resolution has been reached for the specific return. The third is “Return Reasons”, that the client is also able to see. By using the given reasons, the client can describe, why they have made a return. In the Sales >> Returns section you can view the returns made. When clicking on the “Edit” button, you will be able to see details about it, like, the reason and action.

Last updated on Feb 21, 2025