The “Orders” page under the “Orders” menu helps you to see all the information you have purchased from your shop. All the transactions of your store are available and are organized by date (by default, to sort out the old ones).
Sort out the results using the fields above and easily find the orders you are looking for. For example, to recognize Mr. Doe’s order, type “DOE” into the “Customer” field and then tap “Filter”.
YOU CANNOT REMOVE AN ORDER. It is illegal to issue money from business in Europe or to sort information and / or invoice information. Therefore, executing the “delete” button for orders, Wcomm is prohibited in Europe.
To remove the default sequence in safe mode, install the “Database Cleaner” module (available from default v1.5.4), open its configuration screen, “Orders and Customers” Customers “box before you tap on the “Delete orders & customers” button.
You can export your orders list by clicking on the “Export” button above.
Cannot import orders
Creating an Order
One of the best features of Wcomm can be to create an order directly from the back office. For example, this is very useful when a customer wants to buy a product but does not succeed, and you have to take the hand and arrange it during an email conversation with the phone or customer.
Selecting “Add New Row” opens a new page with a single text field labeled “Search Customers”. When you create a new order in the office, your first job is to connect that line with a customer. Type the first name, last name, or e-mail address of the client, and display the Wcomm matching accounts.
If the customer who created this queue does not already have a user account, you can create a fly: Be sure to fill out the main account details to click the “Add a new customer”button. Once the account is saved, it is the selected account for the order.
Note that you need to register your customer’s address – In the “Addresses” section, the “Add new address” button is available under the page.
Click the “Select” button for the right customer, the whole order form appears. Its main area, “cart”, is where you will take all the necessary product results in this queue. You can use a previous discarded card before the customer or previously abandoned.
In the “Search a Product” field permits you to vigorously find the items you to include: fill a drop-down list of items that you have to type in the first letters of its names and Wcomm. Select a product, select the size and click “Add to cart”. In the list of “combination” dropdowns that appear in the case, you can choose a combination of any object.
Note that the Wcomm provides you with a note on the remaining stock for a particular product, which helps you to tell the customer that you are organizing a product right from the form of the order.
This page helps you to see previous carts and order from that customer,If it turns out, if you’re dealing with a card that a customer can not verify, you can use that cart in this order by clicking the “Use” button.
If necessary, you can give the order a receipt / cart and create one on the fly by clicking the “Add New voucher” button.
Finally, you must specify the address to which address you want to send. Here, again, you can create new addresses on the fly using the “Add New Addresses” button.
Viewing an Order’s Details
In order to process the orders you get, you have to analyze the information they include. Tap on the line containing the order, or tap on the button to the right of the order.
The order detail sheet completes a entire page.
At the top of the page is a rapid summary of the order: date it has been authorized, number of client service discussions about it, number of products in the order, and total amount of money.
The Order Detail Sheet gives you access to:
- on the left, sort information:
- The Order status and level history..
- The shipping information: total weight of order and carrier selected by the customer
- on the right, customer information:
- Name of purchasing history.
- Shipping and invoice addresses (with a forceful location map using Google Maps).
- The method of payment that was used, the price of the products, and the shipping expenses.
- Various details on the ordered products.
Modifying the order
Orders are not perfect. There are lots of reasons why you would need to modify an order before its products are collected and sent to their new owner: one of the product does not divide, the customer has modified his mind, etc.
Adding a product
At the base of the “Products” list, you can get the “Add a product” button, which includes a field to the order.
When including a product, the products table gets a new row added with a few fields. The first text field is actually a tiny search engine: type the first letters of a product to see a list of related products. Select the one you want to include, and the grayed-out field of the row becomes obtainable.
If the product has combinations, you can select it in a drop-down list that shows below the name: the unit price update accordingly.
Set the amount of products, and then tap the “Add product” button: the product is included.
No more product quantity can be added than the available product.
Removing products
To terminate a product, navigate to the product list, and either removes the product by selecting on the “Delete” action, or by selecting on the “Edit” action if all you want is to eradicate some amount of a product.
You can change the quantity of several products at the same time.
If a product’s quantity reaches 0, it will be completely removed from the order.
You cannot eliminate the product size exceed.
Click the “Cancel” button to cancel your edit.
Edit the order details
Lots of sections of the order sheet can be edited, helping you to update or adjust some of the data provided by the customer.
Order Status
The first drop-down list in the order page permits you to modify its status. The most important part of the whole order tracking process is that each status modify, new functionalities and documentation will be made accessible for the order.
You can select between the following condition:
- Awaiting bank wire payment.
- Awaiting Cash on Delivery validation.
- Awaiting cheque payment.
- Awaiting PayPal payment.
- Canceled.
- Delivered.
- On backorder.
- Payment accepted.
- Payment error.
- Payment remotely accepted.
- Preparation in progress.
- Refunded.
- Shipped.
In order to obtain a better view of the order’s activity, each status modify is recorded, and the log shows right below the status modify drop-down list. Therefore, you must only modify a status if it has been clearly confirmed: do not mark an order as “Delivered” when you have sent the package, use “Shipped”; do not use “Preparation in progress” when in fact you have only taken a rapid look at the order, etc.
Since version 1.6.1.0, you can resend the email for a known order status to the client. To send this emails a new, tap on “Resend email” next to the order status. If you have edited the order at some point, it will send an updated email.
Standard refund: presented once the order attains the “Payment accepted” status. Not presented once the products have been sent.
To be used when you need to refund the total amount of the order, and can be done as long as the products are still in your warehouse.
Tap the “Standard refund” button and a new column will shown in the product list, titled “Refund”. Set the amount and quantity for each of the affected products, select one of the option at the bottom of the list (observe below), and tap the “Partial refund” button at the underneath of the table.
Partial refund: presented once the order attains the “Payment accepted” status.
To be used when you require to refund only part of the order and not the whole order, either because the customer revisited the ordered product or simply as a sign of goodwill for a broken product that the customer chosen to keep anyway.
Tap the “Partial refund” button and a new column will show in the product list, titled “Partial refund”. Locate the amount and quantity for each one of the affected products, select one of the option at the bottom of the list (observe below), and tap the “Partial refund” button at the underneath of the table.
Return products: Presented once the order attains the “Shipped” status. Wcomm should be set to admits merchandise returns, which is not in the Orders > Merchandise Returns page, with the “Enable returns” option.
To be used only when the client has successfully returned products: once the revised product has been received, you can mark it as repaid directly to the order form.
Tap the “Return products” button and a new column will show in the product list, titled “Return”. Verify the box of the affected products, specify the quantity of items that were returned, and tap the “Return products” at the bottom of the table.
Standard refund: presented once the order attains the “Payment accepted” status. Not presented once the products have been sent.
To be used when you need to refund the total amount of the order, and can be done as long as the products are still in your warehouse.
Tap the “Standard refund” button and a new column will shown in the product list, titled “Refund”. Set the amount and quantity for each of the affected products, select one of the option at the bottom of the list (observe below), and tap the “Partial refund” button at the underneath of the table.
Partial refund: presented once the order attains the “Payment accepted” status.
To be used when you require to refund only part of the order and not the whole order, either because the customer revisited the ordered product or simply as a sign of goodwill for a broken product that the customer chosen to keep anyway.
Tap the “Partial refund” button and a new column will show in the product list, titled “Partial refund”. Locate the amount and quantity for each one of the affected products, select one of the option at the bottom of the list (observe below), and tap the “Partial refund” button at the underneath of the table.
Return products: Presented once the order attains the “Shipped” status. Wcomm should be set to admits merchandise returns, which is not in the Orders > Merchandise Returns page, with the “Enable returns” option.
To be used only when the client has successfully returned products: once the revised product has been received, you can mark it as repaid directly to the order form.
Tap the “Return products” button and a new column will show in the product list, titled “Return”. Verify the box of the affected products, specify the quantity of items that were returned, and tap the “Return products” at the bottom of the table.
When you put a product as revisited or to be repaid, there are four options are available below the list of products:
- Re-stock products: When verified, Wcomm will consider that the returned product as available for sale again, and will therefore raise the stock for this product. You should not tap this when a product is returned due to it being broken…
- Generate a credit slip: When verified, a credit slip will be formed for the selected items. A credit slip is recognition from your shop that merchandise has been returned and that a refund has been concerned. The client can then use it as a credit slip for his or her next purchase.
- Generate a voucher: When verified, a voucher will be formed for the amount of the selected items. A voucher takes the form of a discount code that the client can enter during the checkout process.
You can alter the customer’s existing coupons by analyzing the customer’s page: from the current order’s page, tap on the link under the customer’s name in the “Customer information” section; once in the customer’s page, reach the “Vouchers” section. You can alter each voucher by selecting on the “Edit” icon.
In Wcomm, coupons are part of a unique kind of discount aspect: “cart rules”. They can be formed and altered from the “Cart Rules” page, under the “Price rules” menu. The cart rules creation process in the next chapter, “Creating Price rules And Vouchers”.
- Repay shipping cost: You can also select to refund the shipping cost of the revisited product, which is always a valued gesture.
If the client paid the order using a credit card, the payment system must refund the cart automatically. If the order was issued using a check or a bank transfer, you have to pay the money, and order it to be repaid manually in the back office (in the order’s page).
Difference between a credit slip, a coupons and a cart ruleA credit slip is first and written source of a product that has been returned. Most of the time, the customer can use it as a coupon.
A coupon is a discount code which does not have to be tied to a merchandise return or a refund, and which can take more forms than a simple credit card:
- A discount on an order (percentage).
- A discount on an order (amount).
- Free shipping.
You can apply for a coupon to a customer or a single customer of all customers or customers; You can set its expiration date;
A cart rule is essentially an enhanced version of a coupon: what can be done in Wcomm 1.4 and the cart regulatory system introduced in Wcomm 1.5 introduces you:
- Name a discount.
- Allow use of a portion of customer discounts.
Assign priorities between the cart rules.
- Set up compatibility between cart rules.
- Some carriers should work only on discounts.
- Work only on the choice of products and / or categories and / or manufacturers and / or suppliers and / or attributes only if they work or need them all at once!
- Discount Free Shipping and / or an Order and / or Free gift must be applied to a discount … or at the same time if necessary!
Documents
You can get multiple PDF documents from the order page. When available, they are listed in the “Documents” section of the page.
By default, you can order a PDF by clicking on the “Print order” button on the right.
You can get an invoice in the queue by clicking on the “Generate Invoice” button in the “Documents” section. The invoice will be generated if you have the subject in the “Payment Acceptable” position.
Once this is created, the top bar enables the “View Invoice” button below.
You can easily modify invoice layout: PDF template files are situated in / PDF folder. These .tpl files are actually HTML files with smart tags for dynamic data. You can modify the invoice layout by editing the file in invoice.tpl.
When you put order in the “Preparation in Progress” state, create a distribution ripple PDF and then download it from the “Documents” section.
Shipping
Shipping details of current order may be somewhat revised. More specifically, you can change the tracking number: In the “Shipping” section, click the “Edit” icon in the “Tracking Number” column and enter the new number.
Shipping Address
The “Shipping Address” section helps you to edit the target address of your group. Customers can already use the list below to select one of the addresses that you registered in your store or use the “Edit” icon to edit the currently selected address.
If you want to send a package to an address that is not already registered on Wcomm, you must first create it. To do this, go to the “Customers” menu, open the “Addresses” page, and click the “Add new” button. Do not forget to keep the customer the right email, which is the way WK knows to contact your existing customer with an existing customer! When finished, go to the order page and change the address using a click-down list.
A small diagram will help you create a set of goals for Google Maps.
Address of the invoice
The “Invoice Address” section helps to adjust the payment addresses for the order. As for shipping address, customers can choose drop-down menu to select one of the addresses already registered in your store or use the “Edit” icon to edit the currently selected address.
If you have to pay with an address that already has not registered in Wcomm, you must first create it. To do this, go to the “Customers” menu, open the “Addresses” page, and click the “Add new” button. Do not forget to keep the customer the right email, which is the way Wcomm knows to contact your existing customer with an existing customer! When finished, go to the order page and change the address in the drop-down menu.
Discount
In the “Products” section, below the Products list, you have the “Add New Discount” button. This creates a simple discount, which does not improve vouchers / cart rules, but still useful
Clicking on it will open a new form, with the following items:
- Name: Give the discount a short name. It will be common to the customer.
- Category: Discount category selection: “Percentage”, “Size” or “Free Shipping”.
- Value: Set the discount price for “percentage” or “size” types.
- Invoice: Select this option to be selected in any row used in this row. When you have more than one invoice, you can check the box to use the discount for all the details.
Before the discount shipping costs are used bulk.
Attach a message in the queue
In the “New Message” section, you can link a comment on your group’s order to the right of the page
This feedback can be sent to the customer, in order to provide information about the delay, surprise or information about his / her information or specifications. This is a key feature of the customer relationship.
There are two links:
- Click here to add a comment or send a message to the customer:
- You can add a message by clicking on the message box and clicking “Send”. The message will be stored on the customer profile in your customer service database; you can access the client page or access the Customer Service page. If you choose, the message will be sent to the customer’s email address.
- save the previously written messages several times and save disturbances to rewrite them again. If you want to send one of these messages, select from the drop-down list. You can add more details to the pre-written message if needed. Under the “Order” page, you can create pre-written messages using the tool in the “Order Messages” page.
- Click here to see all the messages: This link takes you to the “Customer” menu of the “Customer Service” menu. This guide is fully described in the chapter of the “Managing Customers”.
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