The Latest Orders section contains all of the latest orders waiting to be delivered. As soon as a shopper places an order on the merchants website, their order will immediately be shown here.

Merchants can fulfill all outstanding orders made prior to a given time, by first selecting the Year, Month, Day, Hour, Minute and Second and then by clicking on the button “Cut Off”.

After a new window popped up, two links will be shown namely the “Checklist for this batch of Orders” and “Invoices for this batch of Orders”, above which will be the cut-off time for when the cut-off’s were made.

Checklist for this batch of Orders
This generates a checklist of all the latest unfulfilled orders, it is intended that this list be print out so that the relevant personnel can carry out the fulfillment process and use the checklist to tick off all the orders and record the necessary delivery information for each order on the checklist.

Invoices for this batch of Orders
This will show all of the invoices for the latest unfulfilled orders. There is a print button at the top right hand corner of the page that allows all invoices to be printed out in one sweep. The Page breaks have been embedded in between each invoice so, you do not need to worry about all of the invoices being printed out incorrectly

After sending
Once orders are sent out using a particular shipping method, each shipment will have associated with it a tracking number. The tracking number may be then be entered into the Tracking No column
 
Upon submitting the tracking number for a particular order, a confirmation window will pop-up requesting the administrator to confirm the Delivery ID which can be done by pressing Submit. After confirmation, to close the window, click on the “Done” link. After the event, an email will be sent to the shopper informing them that the order has been shipped and the corresponding Delivery ID of the shipment.

The Add Invoice function is designed for off-line orders, by clicking the link “ADD Invoice” a pop-up window will be generated. There are 4 steps that need to be completed for creating the invoice. (1) Choose Member, (2) Choose Address & Shipping Method, (3) Add Products and (4) Print Invoice.

(1) Choose Member
To create an invoice, it is mandatory for the shopper’s email address to be known.

If an invoice is created for an existing member, their email addresses can be entered into the box at the top of the page.

If the shopper’s email address is not known, a database search can be made to try to find the member to see they exist in the database – this is done on the right hand column where the search fields maybe added.

If the member does not exist, they can be added under the left column under “ADD Client”; it is only necessary to enter in the email address and if other information about the shopper is available, they maybe added too.

(2) Choose Address & Shipping Method
It is necessary to choose both shipping and billing addresses if the order is to be delivered to an address outside of the store; if the “Store Pickup” option is choosen, neither the shipping nor billing addresses are necessary.

All past addresses used by members will be stored and may be found using the select box. The merchant may choose the shipping and billing addresses; if the merchant then chooses “Store Pickup” under Shipping Method then it is not necessary to submit shipping or billing addresses.

(3) Add Products
The merchant can add products to the invoice by scanning bar-codes of products using a bar-code reader. Alternatively products may be added using a product search feature that appears in the right-column of the page under “Search Products”, the “Search On” field allows users to look for products within a particular product category and/or refine the search further by including keywords of the products.

After the product search is carried out and if there are results returned products, they can be added to the invoice when clicked. Once added, the quantity may be changed in the left column under Cart Contents.

Once all the items have been successfully added to the invoice, the merchant should click “Next >” at the bottom of the screen to proceed to the final stage of the ADD Invoice process

(4) Invoice Generated
At the final stage of the ADD Invoice process, the merchant may add a discount to the overall invoice by clicking on “Add Discount” and print out the invoice by clicking “Print Invoice”.

To add another invoice, the merchant may click on “Add Another Invoice”.

Under the Return Order section, all of the orders fulfilled in the last 45 days will be displayed – the rationale is that orders made a year ago should not be returnable. The exact length of time allowed for users to return an order can be configured under > Configuration > Settings > Returning Limit.

When an order is returned, the merchant should click the “Go” button corresponding to the order that is being returned.

(1) Fill in Request Form
At the top of the form, the merchant should fill in the date on which the order is returned, what the member would like done to the return order, whether it should be replaced or refunded.

Below which there is a comment field, in which the members’ comments may be added.

On the left hand column, the items and the quantity that have been returned should be filled out.

(2) Action of Returned Items
The merchant may decide whether the members request for refund or replacement be accepted or declined. If declined the merchant should also enter within reason box the reason for declining an order.

Click on the Next at the bottom right side of the page to continue

(3) Process Results
This is a confirmation page for the return order, if the item(s)  is to be replaced, the items will appear under the Replace orders section queued for resending at the next fulfillment cycle. If the item(s) have been declined for replacement and refund, they will be put back into the Latest Orders section where the returned items will be shipped back to the member. If the returned items are approved for refund, they will be placed under the Refund Orders.