Order Manager
Use the Order Manager program to view and manage your orders, check if payments are received, update your customers, send orders to your suppliers and add notes to the order.
Pinned Orders
You can pin important orders to keep them at the top of your order list so you don't forget them.
Batch Printing Invoices
You can batch print orders to save time, as well as creating PDF versions which are often required by couriers.
Batch Printing Shipping Address Labels
You can batch print shipping address labels to stick onto parcels.
The default layout is very simple but you can change the display in the html/invoice/shipping_label.html.twig template.
Want to rename the term 'shipping labels'? Edit it in definitions > SHIPPING_LABEL
Creating Order Files To Upload To Delivery Companies
Create files of individual order items which you can then upload to the delivery company.
Access this in Order Manager on each order record.
Purchase Orders
You can print or email purchase orders to send to manufacturers and customise their layout in the template system.
Manually Edit Orders
You can edit orders already in the system via admin. Read more
Add Telephone Orders & Cash Sales
You can telephone orders and cash sales for new customers via admin. Read more.
Custom Workflow Statuses
You can set up custom order statuses to personalise your workflow, click to read more.
These custom statuses can also be added to the top of the Order Manager screen to make it quicker to find orders.
To set this up, in Order Statuses > Add/Edit > tick to "Show on Order Manager".
Filtering Orders Via 'Quick Search'
You can filter orders using Quick Search in a number of ways e.g. Order ID, Product Name, User and User Group.
Example: User Group has been used to assign employees (i.e. users) to their company (i.e. user group) which receives products and distributes them to staff based on what they have ordered. This works well for fruit and veg box deliveries to a central collection point thereby saving on delivery charges.
Highlighting orders requiring payment
Visibly see which orders remain unpaid in Order Manager, for example if you accept payment on delivery or bank transfers rather than taking a credit card payment. The orders will display in red on the order screen and ask admins to mark as paid.
Set this on the payment methods that apply in Admin > Payment Methods > Edit > "Mark orders that use this payment method as unpaid?
Putting Prompts in Gmail (new order email schema)
Gmail can list actions on emails received by customers such as 'View Order'. We provide the information needed for this to work for the emails sent from the system. You need to register with Google to use this, read more here: https://moz.com/blog/markup-for-emails