ECatalog Manager/.../Orders/Order management
The management of orders can be done from the feature Orders available in the Home screen when the app is configured with Superuser or Administrator roles.
Contents
Creating orders
This feature allows to create new orders using the command located in the toolbar called + NEW ORDER. When adding a new order, a dialog showing the list of Order locations will show up allowing to select the location for the new order to be created. Take a look at Order locations for more information.
Status and extended status of an order
An order can be found in various statuses and extended statuses which give flexibility to manage them.
Order statuses
Order extended statuses
Order statuses
An order may be in one of the following statuses:
- Open: initial status of any order when it is created in which the addition of items and changing their attributes are admitted. In this status the total amount of the order may vary.
- Closed: status that does not allow the addition of items, but modifying those attributes that do not alter the final amount of the order. This status represents that the order with its items is complete. All orders generated from the Guest role are automatically in this status.
- Verified: like the Closed status, this status does not allow the addition of items, but modifying those attributes that do not alter the final amount of the order. It is used to establish that the order has passed a verification process conducted by a user from a device with a role with enough privileges.
- Paid: like the statuses Closed and Verified, this status does not allow the addition of items, but modifying those attributes that do not alter the final amount of the order and are allowed in this status. It is used to establish that the order has been paid by the customer.
- Canceled: status that establish that the order is not taken into account for processing.
Order extended statuses
In turn, an order may be in one of the following extended statuses that indicate the statuses of the items that belong to the order:
- Processing: the order is not found in any of the previous statuses and has at least one order item that summarizes to the total amount of the order.
Order item statuses
The extended statuses are related directly to the the statuses of the order items that are within orders:
- Open: the order item is being edited, the quantity and other properties can be modified. The amount of the order item doesn't summarize to the total amount of the order.
- Requested: the order item has been requested by the customer, the quantity and other properties can be modified. The amount of the order item summarizes to the total amount of the order.
- Processing: the order item is being processed, the quantity can not be modified but other properties can be modified. The amount of the order item summarizes to the total amount of the order.
- Ready: the order item is ready, the quantity can not be modified but other properties can be modified. The amount of the order item summarizes to the total amount of the order.
- Sending: the order item is being sent, the quantity can not be modified but other properties can be modified. The amount of the order item summarizes to the total amount of the order.
- Delivered: the order item has been delivered, the quantity can not be modified, neither other properties. The amount of the order item summarizes to the total amount of the order.
- Canceled: the order item has been canceled, the quantity can not be modified, neither other properties. The amount of the order item doesn't summarize to the total amount of the order.
Orders views
This feature supports different views for presenting the Recent orders. Use the command View located in the toolbar to choose the more convenient one.
|
Important note: Recent orders are those that have been modified in the last 3 days and orders found in the statuses Open, Closed or Verified that have changed in the last 62 days. |
Plain list
Grouped by status
Grouped by status & location
Searching orders
The search engine makes it easy to find Recent orders containing the expression entered in any of the following fields:
- Localizer.
- Client identifier.
- Note.
- Order location.
|
|
Important note: recent orders are those that have been modified in the last 3 days and orders found in the statuses Open, Closed or Verified that have changed in the last 62 days. The old orders are not visible from the feature Orders, but through the feature Reports. |
Printing orders
You can print tickets of orders using any Cloud Ready Printer, or other of any kind that is connected to a computer and is published in the cloud via Google Chrome.
|
To publish a printer in the cloud and make it accessible from any device, you can follow the guide provided by Google. |
The content of the ticket can be customized from Configuration >> Business profile >> Ticket customization. Take a look at Ticket customization for more information.
Preview before printing an order
Before printing an order it is possible to show a preview of the ticket by enabling the option Preferences >> Orders management >> Show order preview when printing.
