Introduction
Whenever a customer makes an order on your Online Store, you will be able to see new orders in your BackOffice and the Register.
What's in this article:
a) Order Management on the register
b) Order Management on the BackOffice
Order Management on the Register
Here's the overview for this feature for a typical online order, bought by a customer on your Online Store.
a) Customer makes a purchase on your Online Store.
b) Merchant (you/the business owner/cashier) is notified on the Register and BackOffice.
c) On the Register, go to Transactions. There will be 2 tabs, In Store and Online.
d) Choose the 'Online' tab.
e) The status of the order is shown for reference and further action if needed.
Step 1:
On your Register, you would hear and/or see a notification. Go to Transactions > Choose the Online tab (not the 'In Store' tab).
Step 2:
You'll see the status of the transaction (in this example, we'll start with a newly made purchase that a customer has made on your Online Store). Tap on the transaction. The status of this transaction would be 'Paid'.
If you scroll down on this transaction's page, you would see the customer's Contact Details and Shipping Details.
Step 3:
To change the status of this order, tap on the ellipsis [...] icon and tap 'Change Status'.
When you're ready to send out the item, choose 'Shipped'.
You'll need to enter the name of the Courier you use and also the Tracking ID.
Step 4:
Once you press Save, a notification will be sent to the customer, informing them that the item has shipped.
Order Management on the BackOffice
When a customer makes a sale on your Online Store, you'll see them in the BackOffice, in Order Management.
Here's how to manage your Online Store's orders via the BackOffice:
Step 1:
Go to your BackOffice > Online Store > Order Management.
Step 2:
When you have an order, you can then click into the order to view the transaction details.
Step 3:
To change the status of this order, click on the dropdown menu next to Status and then select the relevant order status.
You may also change the status for an order at Order Management without having to click into the order.
When you're ready to send out the item, choose 'Shipped'.
You'll need to enter the name of the Courier you use and also the Tracking ID.
Step 4:
Once you press OK, a notification will be sent to the customer, informing them that the item has shipped.
Comments
1 comment
all online order in our website will be auto calculate into our walk in transaction ? what about the profit at online order ?
i have calculate and online order profit is not include but product quantity decrease . We calculate it manually every day . and at our ipad dont have any online button and 3 dot button . help us
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