Introduction

Clicking on an order ID will take you to the Shipment Screen where you can view and edit order information. This screen is divided into three sections; Actions, Order Details, and Merchant Comments. 

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Actions

This section allow you to do things like edit the order information, print packing slips, and even resend a receipt to the customer.

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Edit Customer

Introduction

Clicking on the Edit Customer Button will take you to The Edit Customer. 

This screen has Seven tabs: Billing, Shipping, Items, Gift, Tax, Coupons and Other. Edit Customer will also start with a display of the customer billing information.

Billing Tab

The Customers personal information, the payment date and method, credit card information and merchant notes can all be edited here. 

IF you need to charge the customer's credit card for the difference between the original order and the modified order, click the "terminal" button.
See Virtual Terminal Button

Click the "Save" button when finished. 

Shipping Tab

On the Shipping screen you can edit the customers shipping details.

The shipping method, handling charges, tracking number and shipping date can all be changed if needed.

Space is also provided for special instructions.

Once you have completed the editing, Shipping Costs can be recalculated by clicking by either clicking the "Rate" or "@cost" buttons.

• "Rate" button will recalculate the shipping/handling based on your shipping method configuration. 

• "@cost" button will recalculate the shipping cost, excluding any handling fee's you have configured on the shipping methods.

Click the calculated shipping method rate to which you wish to update the order. (Alternatively, you can also hand edit the "Shipping/Handling Total" field directly.)

Items Tab

This will list all items of the order. Merchants can modify all item details as well as delete or add individual items from the order. This page is broken up into two section, Items currently on the order and a section to add new items.

Modifying an item is very straightforward. Once you have made your changes, click on the "Save" button. 
(Re-calculation of subtotal/totals for the order will automatically occur, based on the changes to the items and item quantities. )

To update the shipping/handing after editing the items, click the checkbox "Update/Shipping/Handling" then click the "Recalculate" button:

Editing Items

Each item ordered will be separated by a dividing line. The "Options" section (below the Description box) is auto-expandable. Once you complete one entry and click on the "Recalculate" button at the top of the screen, another empty line will be generated for your next option.

Adding New Items

Below the last item listed in this screen, is a section for adding additional item(s) into the order.

Enter the Item ID and Quantity into the two fields provided and click on the "Add" or " Add and Continue Editing" buttons to top. The newly added item will appear is the list with the others. 

Gift Tab

At the Gift Tab you can edit the gift charge, wrapping paper title, wrapping paper cost and gift message. Click on the "Save" button when finished. 

Tax Tab

At the Tax tab you can set/change the County and the Tax Rate. Click the "Save" button when finished. 

Coupons Tab

This section allow you to add or change the coupons on an order. If the customer is using a one time code it will also display the code they used along with the base code for the coupon that was used.

Other Tab

At the Other tab, you can obtain and/or edit several conditions and states of the order. 

Copy Order

A customer may place one order for a certain item but yet need to have that same item sent to other locations (stores). As the merchant you can duplicate the single order into up to 50 new orders for the same item. These newly created orders will be placed into Accounts Receivable for payment processing.

Clicking on the "Copy Order" button will take you to the following screen. Here you simply enter the number of duplications you desire and click on the "copy" button.

After creating the copies, a confirmation screen will appear showing the list of newly created orders (by order ID) that will appear in Accounts Receivable. Click on the "return to original order" button.

Edit Items

Items

This will list all items of the order. Merchants can modify all item details as well as delete or add individual items from the order. This page is broken up into two section, Items currently on the order and a section to add new items.

Modifying an item is very straightforward. Once you have made your changes, click on the "Submit" button. Re-calculations will automatically occur. If you want to see the new figures before submitting, click on the "Recalculate" button.

Each item ordered will be separated by a dividing line. The "Options" section (below the Description box) is auto-expandable. Once you complete one entry and click on the "Recalculate" button at the top of the screen, another empty line will be generated for your next option.

Adding New Items

Below the last item listed in this screen is a section for adding an item. Enter the Item ID and Quantity into the two fields provided and click on the "Add" or " Add and Continue Editing" buttons to top. The newly added item will appear is the list with the others. You can also edit this item as well.

Search

Click on the "Search" button (in the Item ID column) when the item ID is unknown. The Item Search screen will appear in a separate browser window.

Here you can enter your search criteria to help find items. Clicking on the "Search" button will begin the search. The Item Search Result screen will appear (below) showing the items that matched the search criteria. No items will appear in the list if nothing matched. To search again, simply provide new criteria.

Once you are satisfied with your search, you can return to the Item Editor Screen by closing this browser window. Then, at the Item Editor screen, enter the item ID and Quantity in the fields provided. Click on the "Add" button. Your newly added item will now appear as an additional item in the order editor screen.

 
Click the "Recalculate" button at the top of the screen if you have made changes that need recalculation. Click the "Submit" button when you are finished editing or adding items to the order. You will be returned to the Shipment Screen.

Order Details

This Section displays the customer information. Within the shipping department all orders will display the customer billing, shipping and contact information.

 Merchant Comments

This section allows you as the merchant the ability to add notes to this order.