Orders and customers
From payment to shipment: invoices, tracking numbers, credit memos and customers.
Order workflow: from payment to shipmentWhat to do when an order comes in: confirm the payment, ship the parcel and send the customer the tracking number. · 6 min · Beginner→
Cancelling or holding an orderCancel an order the customer no longer wants, or put it on hold while you check the payment or stock. · 4 min · Beginner→
Credit memos and refundsWhen a customer returns a product or does not receive it, a credit memo records the refund and, if needed, returns the money. · 6 min · Beginner→
Placing an order for a customerWhen a customer orders by phone or email, you enter the order yourself in the admin. · 6 min · Beginner→
Customers: finding, editing and resetting passwordsWhere to find registered customers, how to correct their details and how to help them when they forget their password. · 4 min · Beginner→
Exporting orders and customers, and printing documentsOrder or customer lists in Excel, choosing columns, printing invoices and packing slips as PDF, and the logo on printouts. · 5 min · Beginner→
Shipping and invoicing orders in bulkCreate shipments and invoices for many orders at once with a single action in the order grid, with or without emails to customers. · 4 min · Beginner→
Extra columns in the order gridSee the ordered products, the customer's phone numbers and the coupon code in the order grid, and search by them. · 3 min · Beginner→
Exporting orders to a file for your ERP (Navision)Export selected orders to a single file that you import into Navision or Business Central. The only setting is which payment methods mean an order is already paid. · 4 min · Beginner→
Pantheon connection: has the order been transferred?Orders are transferred to Pantheon automatically. The order grid shows which ones have been transferred, when and under which number, and what to do when one gets stuck. · 3 min · Beginner→