Managing Orders

TABLE OF CONTENTS

Navigate to: OMS > Orders

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Order is a centralized location for Administrators to view, create, and manage orders across all of your Znode stores. From here, Administrators can also modify order statuses, initiate RMA's, and resend order confirmation emails.

Administrators can view and filter the orders from the OMS >> Orders. Administrators can use the store filter shortcut to filter the products used in the store. Note that the information fetched after the filter shortcut is applied comes from SQL. Administrators can also filter the orders using custom or predefined date-time range options for stores with a large order volume.

Managing Order

Administrators manage the following for an order:

  • Order Status

  • In Hands Date

  • Shipping Type

  • Job / Project Name

  • Tracking Number

  • Shipping Constraints

  • Billing Address

  • Shipping Address

  • Quantity of line item

  • Status of a line item

  • Tax Exemption

  • Order Notes

  • Apply Voucher

  • Apply Coupons

The changes in the following will result in recalculations of the Order summary:

  • Shipping Address

  • Quantity of line item

  • Quantity of line item

  • Tax Exemption

  • Order Notes

  • Apply Voucher

  • Apply Coupons

Administrators can perform the below steps to manage the order:

  1. Click the View icon from the Orders list

  2. Make changes to the order

  3. Click on the Save button

  4. The changes are saved successfully

Update Order Status

  • Administrators can update the status of the order

  • Customer will get notifications after Administrators update the status of an order

Refund Order

Refunds will be initiated from the Manage Order screen when

  • Order is manually canceled from this section

  • Order Total decreases due to manually

    • Decreasing line item quantities

    • Applying vouchers

    • Applying coupons

    • Applying CSR discounts

    • Reducing Shipping price

The payments for the refunds will automatically get sent to the source if an online payment method is used for making payments.

New Payments For Order

New Payments will be requested from the Manage Order screen when

  • Order Total increases due to manually

    • Increasing line item quantities

    • Removing vouchers

    • Reducing CSR discounts

    • Increasing Shipping price

Note:

When different payment methods are used during Create and Manage Orders, then for the above scenario, the payments taken from the initial payment method will be completely refunded and a new payment will be requested from the recently used payment method.

Resend Order Email

Navigate to: OMS > Orders > Resend Email Action

  1. Select “Resend Email Confirmation” under the combo button at the upper right

  2. The page reloads confirming the Email has been resent

  3. The screen refreshes upon action confirmation.

Capture Payment

Navigate to: OMS > Orders > Capture Payment Action

  1. Select “Capture Payment” under the clubbed button at the upper right

  2. The page reloads confirming payment has been successfully captured.

Void Payment

Navigate to: OMS > Orders > Void Payment Action

  1. The page reloads confirming payment has been successfully void. 

  2. The screen refreshes upon action confirmation.

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