Orders - Editing *

Spis treści:

1. Editing an Order

Order Data - In this section, you can edit, among other things, the order placement and fulfillment dates, accounting and payment dates, and payment due date. In the case of integration with an ERP system, the dates may be automatically filled in (but you can still edit them).

Invoice Data - This section is not editable.

Delivery - In this tab, you will find your customer’s delivery address. By default, it is the address your customer provided when creating their account on the platform. To edit the delivery address:

Click the "Edit" button.

After entering the new data, click the "Save" button.

Shipment Number and Tracking Link - To add a tracking link for the shipment:

Click the "Shipment Number" button.

In the newly opened window, select the carrier company handling your order in the "Carrier" field.

Then, enter the shipment number and click the "Save" button.

Documents - This tab contains a list of documents generated (in case the payment management feature is enabled) by the platform or created by the client’s ERP system and added in PDF format. From here, you can also view, download, or manually add an invoice/proforma invoice.

To learn how to add an invoice, refer to the article: Orders - Adding an Invoice.

2. 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. through integration with the client’s external system,

b. manually, from the order listing,

c. manually, in the detailed order view.

Please note that changing the order status may trigger a series of automatic actions, such as generating an invoice or pro forma invoice, returning products to stock, or triggering notifications. Details about managing order statuses and automatic actions can be found in the "Managing Order Statuses" chapter.

3. Changing the Payment Status

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. through integration with the client’s external system,

b. manually, from the order listing,

c. manually, in the detailed order view.

4. Changing Notes in the Order Section

The notes section is part of the order where three types of information are displayed:

a. Client's Note for the Order – Additional information from the client, serving as comments on the order entered during the checkout process.

b. Store's Note – Internal notes with important information regarding, for example, the details of order fulfillment, exchanged only between your colleagues. The end client does not have access to these.

c. Complaint Note – Internal store notes concerning the potential complaint cycle.

You can freely edit the store’s notes and complaint notes. To do so, click the "Edit" button located on the right edge of the selected notes section. In the newly opened window, enter the relevant information for the order fulfillment process, then click the "Save" button.

5. Changing the Quantity of Items in an Order

The lower section of the order details presents the product lines included in the client’s order. Users with the appropriate permissions can, in exceptional situations, make adjustments to the order before it is processed. The allowed change within the order lines is editing the quantity of ordered goods.

To make corrections to the ordered goods, follow these steps:

a. Click the "Edit Quantity" button in the header bar of the list,

b. The field corresponding to the quantity of ordered goods will be unlocked for editing in the product list,

c. Click on this field to enter the desired quantity, replacing the old value,

d. Complete the process by clicking the "Confirm" button.