Order editing panel - detailed information *

Spis treści:

1. Tabs with information about the order

You can access the detailed order view if you are an account administrator or have the necessary permissions granted by the administrator. To do so, click on the order number in the order listing. In the new view, you will find sections responsible for:

• Order Details – Includes customer information, order placement and fulfillment dates, selected delivery and payment methods, payment due date, registration and posting dates of the payment, as well as details about accounting documents linked to the order. Additionally, if the instance is integrated with Baselinker, the Baselinker ID will appear at the end of the list.

• Invoice Data – Contains the customer details used for issuing a proforma invoice or VAT invoice.

• Delivery – Displays delivery method and cost (if applicable), tracking number with a tracking link, and the delivery address provided by the customer during checkout, which can be edited if necessary.

• Documents – Lists documents related to the order (e.g., proforma invoice, VAT invoice). To view a document, click the eye icon at the end of the row.

• Order Status – Located in the top right corner of the view, this section displays the current order status.

• Order Value – The bottom tile provides a quick overview of the net and gross order value.

• Payment – Displays information about overdue payments for the order. In the top right corner of this section, there is a dropdown menu that allows you to change the payment status.

• Statistics – This section presents order statistics, comparing the order value to the customer's average order value and the average order value across the entire system.

• Notes – Displays any notes provided by the customer when placing the order and allows you to add store notes or annotations related to potential complaints.

• List of Ordered Products – At the bottom of the view, you will find a complete list of products purchased by the customer, including product code, product name, quantity purchased, and net and gross values. You can apply filters to this list based on any of these parameters.

  • To filter the list of purchased products, enter values in the filter fields or select an option from the dropdown menu, then click the Filter button.

  • To display hidden attributes, click the plus icon, select the attributes you are interested in, and then click Apply.

  • To remove filters, click the X icon next to the filter field and then click Filter again.

2. Order - Additional Buttons

At the top of the detailed order view, you will find three buttons:

a) Add Document – This button allows you to add an invoice or a proforma invoice document to the order you are currently viewing.

b) Tracking Number – This button enables you to add a tracking number and a link to track the shipment.

c) More Options, including Download Order and Download Order Items – This function allows you to download the order contents in .xlsx format.

Detailed information on managing the Add Document and Tracking Number functions can be found in separate sections.

More information about: Add Document
More information about: Tracking Number

3. Changing the Order Status

The current order status is visible both from the order listing in the Orders tab and from the detailed order view. Changing the order status is possible in three ways:

a. via integration with the client's external system.

b. manually, from the order listing.

c. manually, in the order details window.

4. Changing the Payment Status on the Order

The current payment status is visible both from the order listing in the Orders tab and from the detailed order view. Changing the payment status is possible in three ways:

a. via integration with the client's external system.

b. manually, from the order listing.

c. manually, in the order details window.