Whilst processing orders in the back office, you have the option to edit an order. You will see within this solution there are many features of editing an order. Once you have selected your order then clicking on the edit pencil under 'Actions' will take you into the edit order screen, shown below.
Firstly at the top of the page are 3 buttons as shown below. These are titled 'Export Order', 'Print', 'Add Product To Order' and their uses are as follows.
- Export Order - You can manually export (Push) orders out of the system such as FTP. This is normally used for any third party stock control.
Print - This allows allows you to print an 'Packing Slip, Invoice, or an Address Label'.
- Add Product To Order - You may choose to add a product to an order at the customers request. When you have added a new item to the order, a new button titled 'Order History' will allow you to view the original items.
This next section of the order edit page is displayed as follows. In the top row are the customers details as shown below. From left to right we have -
- Date the order was placed.
- The payment reference. If you use SagePay then this is your Vendor TX code, which you can use to find orders in you SagePay account.
- Customer reference - if entered at the 'review your order' stage at checkout.
- Customer name.
As part of the header you have 3 buttons titled 'Send Email', 'Add Note' and 'Send Invoices'.
Send Email - This gives you the options to send an email to the customer direct from the order, the sent message is also stored with the order for reference. Clicking on the button, a contents box will appear as shown below, you can add your content here or choose a template from 'Custom Emails'.
- Add Note - You can add a note to the order when you select this. As shown below a box will appear to write your content with a tick box to choose if you want to add this to the packing note. Default pre ticked - this can be modified to be default not.
Send Invoice - This will send another invoice (original email receipt) to the customer if required. This will automatically be done by an email.
The next column along titled 'Product Name', displays what items are in the order, the quantity of the item and their unique product code. You will notice the symbols to the left of the items which indicate where that particular product is during the order process. Whilst scrolling your mouse over the items, an edit pencil will appear as shown. When selected a box will appear like the one on the first row of the image, this will then allow you to edit the quantity of ordered product, as shown below.
The next column will show the tracking number location. This must first be set up with in your delivery methods in order for the field to be edited.
In the row below shows the delivery details. You can change the delivery method by moving your mouse over it and selecting the edit pencil that appears. A drop down menu will appear with the delivery methods for the customers chosen country on the delivery address. Once you have selected the delivery method then you simply press ok and this will be saved to the order. By moving your mouse over the date and highlighting it, you can also change the delivery date by typing a new date and selecting 'OK' as shown below.
In the next column, as shown below, is the individual product prices, delivery price, VAT price and total order price. This area can also include a column for 'Product Unit Price', default is off but can be enabled if required. Next to the total order price is an edit pencil where you can edit the these prices. If you change any of the prices you will have to amend any VAT/ prices information, as it is not done automatically.
When you select the edit pencil, you will be given the choice to edit the prices of an item, delivery price, total order price or you can apply a discount to the total order price as shown below. Once you have done this, just click 'Update Order Price' to save.
Below the order items box, you will see the orders historical log. This displays any changes to the order or its items, when they were changed who has changed them.
Below this are the customers details. This will include their contact details, billing address and delivery address. You will also have the option to change any of these details at the customers request by selecting the edit pencil or you could add another delivery address as shown below.
The last two content boxes on this page are the 'Customer Delivery Comments', which will have any comments from the customer such as delivery instructions. By selecting the comments you can edit the content of the notes or add to them.
The second box is 'Customer Tracking' which will show where the customer has been on the site before placing the order. This will only be displayed for a period of time.