This is Part 10 of the Initial Setup Guide:
- Part 0: Introduction
- Part 1: Setting Up Your Company Domain, Webalias and Details
- Part 2: Setting Up Users and Roles
- Part 3: Adding Branding
- Part 4: Adding Inventory Items and Pricing
- Part 5: Adding Warehouses and Shipping Methods
- Part 6: Using the Test Merchant
- Part 7: Placing Orders
- Part 8: Using the Offline Payment Method
- Part 9: Adding Integrations
- Part 10: Managing Orders
- Part 11: Editing and Testing Order Confirmation Email Templates
- Part 12: Managing Associates
Under Check Your Progress for each section, you check each box next to the task in order to keep track of your progress. If you would like to download the full checklist, click the Download Attachment link above.
Important: If you have any questions or need assistance with any of the steps, contact Customer Care.
What We’ll Cover
Effectively managing your orders is key to having a thriving business. If order placement and fulfillment runs smoothly, then you’ll have happy customers and repeat business. This section will show you the important tools that your system has to keep your order management simple.
Finding Order History
In Corporate Office, you can keep track of all your orders by navigating to: Sales > Orders.
Read more: 3.2. Managing Orders
Step-by-step guide: How to View Order Details
Read more: 1.1.4. Viewing an Associate’s Order History
Marking Orders Paid and Shipped
After placing an order, an Order Success page will display with an Order Summary. You can click the Order Number to navigate to the Order Detail page where you can manage your order further.
Read more: 1.1.5. Viewing an Associate’s Order Detail
If an order was placed with cash, Offline Payment, or any other third-party means, then you’ll have to mark the order as Paid when you receive the payment.
Step-by-step guide: How to Change an Order’s Status to Paid in Corporate Office
Once the order status is Paid, then it is time to ship the order. Once the order has been shipped, you’ll need to change the order status to Shipped and add the tracking number.
Step-by-step guide: How to Change an Order’s Status to Shipped in Corporate Office
Sometimes a customer isn’t happy with their order for whatever reason and would like to return the products. If they are an associate, then they can start the return process in their Web Office.
Step-by-step guide: How to Generate a Return Merchandise Authorization (RMA) in Web Office
You can accomplish this same task for your associates in the Corporate Office.
Step-by-step guide: How to Process a Return Merchandise Authorization (RMA)
You can keep track of RMAs by navigating to: Inventory > RMA.
Once the returned product has been received, you’ll need to issue a refund.
Step-by-step guide: How to Refund an Order
Check Your Progress
Found Order History.
Marked Orders Shipped and Paid.
Generated an RMA.
Processed a Refund.
Nice work! When you create an associate, an order, or manage orders, the systems sends email confirmations to the associate or customer. Read on to learn about those email communications and how to mange them.