Management > Store > All ordered products
On the main screen you see a list of all orders. In the list you can:
search by customer name and order number
filter
total
date created
order
status
delivery method
payment method
customize the displayed columns to your preference
order no.,
date,
customer (a member has either a photo or their initials, an external customer is distinguished by having a symbol instead),
quantity,
item,
total,
status,
payment method,
delivery method,
note,
price/unit,
customization,
customization - price
date created,
supplier,
image,
last change,
stock
export the configured view to XLS or CSV
click through to the order detail
click through to the member detail (if the order was placed by a member)
click through to the product detail
click through to the payment detail (if it is not paid in cash and the payment is linked to a payment group in EOS)
display the change history
By clicking the order number you get to the order detail, where you see all the important information and can work with the order, for example change statuses, add goods and so on. Right below the order number you will find Whole organization/name of the organizational unit, the customer’s name, the total amount and the order status. In the detail you will also find three tabs: Products, Information and Change history.
Shows a list of all items in the order.
For each item you see:
image
product name,
variant (if it exists),
price per unit,
customization (if it is allowed for the given product variant)
quantity,
total price of the item,
link to stock = how many units are still in stock
In the right part of the screen there is a clear table with information about the order status, the customer, the delivery and payment method and the date created. You can click and change:
Status - you see the current status and can select a new one from the list of predefined statuses
customer - if the customer is a member, the member detail is shown to you
total amount - if the payment method is linked to a payment group in EOS, you see the payment detail,
delivery and payment - the delivery method and payment method can be changed. CAUTION: the change may affect the final amount!
In this part you can:
add a new product to the order - a product can be added to the order later as well. Either the Add new record action, or + in the top right.
edit an existing item (quantity, price),
remove an item from the order,
display the change history of the item.
When adding a product you select:
product,
variant (if there is one),
quantity,
price per unit (can be edited manually)
The total price of the order is recalculated automatically.
Contains a summary of the customer and order details.
first and last name,
phone,
e-mail,
address,
customer comment,
internal note,
member - if the order was created by a member, the link to the specific member in the database is visible here.
Here you will find all the changes that happened in the order - above all what action took place and when. The history serves for retrospective checking and auditing of changes.
You will find them under the More button.
The order status can be changed manually using the Change order status action. When changing the status you select a new status (e.g. In preparation, Completed, Cancelled). Every change is saved in the order history.
Changing the status:
does not automatically change the content of the order,
serves to track the progress of processing,
can be used for internal processes or notifications.
the specific statuses are set in Settings - Order statuses
The member on an order can be swapped.
For an order you can subsequently edit:
the delivery method,
the payment method.
When changing, a warning is shown that the change may affect the total price of the order (e.g. a change in the price of delivery or payment).
The option to send a notification to the customer if it is not sent automatically with the status change or needs to be repeated later.
Changes in stock:
availability is checked when adding or editing items,
the current stock status is visible for items,
changes in orders can affect stock movements.
Details about stock are described in a separate article.
In the top bar of the order overview on the main page of the Store module, orders are divided by status, for example New, In preparation, Completed, Cancelled, always with the number of orders in that status. At the same time the same information is visible as on the All ordered products tab (see above) and the same actions can be performed with them.
Working with orders requires permission for the modules:
Store
Members (for the link to members)
Settings (depending on your role in the organization)
