FAQ - Orders / Invoices

Order Options
Clicking the Order number (or the blue magnifying glass in the buttons to the right) will provide additional options and detail for managing the order.

Viewing a Pick List for an Order
In the orders area you can view an interactive picklist for use on a tablet, or for printing out, when looking to get items for an order.

Updating a received order via Returns / Adjustments
You can update an order received and paid, to return/update stock, add new products or add custom fees or credits. Changes will appear as adjustments to the original invoice.

Sending a customer order documents manually
If needed you can send/resend a customer their order dockets manually via the PRINT/EMAIL DOCS area. You can also choose to view, print or pdf the documents.

Customising Email Notifications
Customise the appearance of the notifications that are sent out to your customers.

Send a TAX INVOICE instead of an invoice
Heres where to go to change it in the CMS

How to remove Auto-login links on Invoices
If you do not want customers to have the ability to auto-login to their website account from a link on the invoice, you can disable this.

Add a Custom Logo to your invoice
You can choose to add a custom logo image to your invoice that overrides the website logo

Setting your own invoice number and prefix
You can specify your own custom order number, which will count sequentially from then on, as well as an invoice number prefix.

Changing the company/organisation name that appears on the invoices

Delivery Docket with Barcodes
You can generate a delivery docket with scan-able barcodes via the Print/Email docs area

Adding a Barcode to appear on your Dockets
Via the Ecommerce notification options you can choose to have a barcode appear on order documents.

Changing the Status of the Order
While the Status of the Order will change with certain events e.g. payment, you can set a custom Status to appear next to the order via the Notes / History area, when viewing the Order.