Most of the time after an order is created and the automation of Cloud Commerce Pro takes care of everything, you will never have to return to it. But that won't always be the case. Sometimes there are mitigating circumstances and you will find yourself needing to return to an order to edit a small detail or make a change somewhere. Maybe you just need to check to ensure everything is correct.
It is in these circumstances that you can utilise the Order Details screen. There are a lot of functions available in this area of Cloud Commerce Pro, so this guide will take an in depth look at each one.
Please see our overview guide of the customer screen for a more general introduction to this area of Cloud Commerce Pro.
1. Admin Centre
From the admin centre in Cloud Commerce Pro, click "My Customers".
2. Customer / Company List
Find the customer you require from the list either by using the search box or using the alphabetised filter along the top.
3. Customer Screen
On the customer screen, scroll down the page until you find the "Recent Orders" section. Clicking one of these orders will take you to the order details screen for that particular order.
4. Order Details Screen
Welcome to the order details screen. The options available here will depends on the status of the order you are viewing. The possible order status' include:
- Allocated – Has stock allocated but not dispatched
- Dispatched – The order has been dispatched
- Unallocated – The order has been placed but no stock allocated to it
- Cancelled – The order has been cancelled
You can edit some minor details about the order from here. Either add a reference or note as shown below. You can also attach images and documents if required using the plus symbol.
Continue reading for a breakdown of each function on the order details screen.
5. Purchase Order
First, lets look at "Purchase Order". Click the button to continue.
6. Purchase Order Screen
Any purchase orders linked to this order will display on this screen for reference.
7. Print History
Next lets look at "Print History". Click the button to continue.
8. Print History Screen
From the print history screen you can see a list of the print jobs for this order. Use the buttons provided to view the document that will be printed or re-print it if needed. You can also restore older archived print jobs.
9. Prioritise Order
You can mark an order as a priority by clicking the "**Prioritise**" button. This will make the order display as urgent on the Order Dispatch screen.
The order will now be marked with the red "Prioritised" indicator.
Click the button once more if you need to un-mark the order as a priority.
10. Add Tracking
Next we have the order tracking information screen where you can manually add tracking information that was created outside of Cloud Commerce Pro.
Click "Add Tracking" to continue.
11. Order Tracking Information
Use the drop down box to select the relevant courier. After that add the tracking number and URL if required in the boxes provided.
When you are done simply click "Save Tracking Details" to be taken back to the order details screen.
12. Cancel Orders
You can cancel the order simply by clicking the "Cancel Order" button as shown below. If the order has already been dispatched, this button will not be present.
13. Edit Order
If you need to make a change to the order, click the "Edit Order" button.
14. Order From Stock
Editing an order simply takes you back to the Order From Stock screen. For a more in depth guide on this section, click the link below.
15. Order Triggers
To view or re-run triggers for this order, click "Order Triggers".
If you just need to quickly print a new invoice, click "Print Invoice" for convenience.
16. Order Triggers Screen
Here you can easily see all the triggers for the various print jobs associated with this order. If you need to run a trigger that did not print, click "Run Trigger" beside the relevant trigger.
17. Create Refund
To process a refund, click "Create Refund".
18. Refund Screen
Here you can manually process a refund if required. Use the drop down at the top to select the appropriate payment type. You can choose from:
The amounts will be auto-filled based on the information from the order. If issuing a partial refund or adjusting for postage costs, use the boxes provided.
Once you're happy with everything, click the "Refund" button.
19. Enter Returns
On top of refunds, you can also process your returns here. Click "Enter Returns" to continue.
20. Returns Editor
The returns editor shows the quantity of the items that was dispatched allowing you to select what needs marking as a return.
Type the amount in the box under "Returns". You can also select a reason for the return. The options include:
- Not Required
- Box Damaged
From here you can choose to process the return by clicking "Process" or save the return for you to process later by clicking "Save".
21. Order Details
Here you can view the core details of the order. You can also click the SKU as shown below to be taken to the product page in Cloud Commerce Pro.
In this section you can edit the delivery and billing address of the customer.
23. Detailed Guides
Click the links below for detailed guides on how to use each function of the customer screen.