Documentation

Orders

You have an order ,(after placing a test order by purchasing a product from your shop) you see this on the admin home page as new orders or under pending orders ..... what next

Pending orders

go to orders > new orders in the menu
Here you will see all the orders that are ready to be processed.
Double click on customer row or click edit button to see and edit the order
Check to see how order has been paid, and check that you have really recieved the funds ie for internet banking go to your own internet banking website to see that the funds have cleared.
if funds have cleared change the status to posted/delivered (order statuses can be customised under menu Tax/zones > order status) so that an email is sent out to notifiy the customer.
post goods to the shipping address on the orders page. (sometimes shipping address can differ from the residential address)

Phone orders:

How to create order for the customer (keep customer on the phone until transaction is complete )

If the customer hasn't already created an account, you need to login to your admin area and create an account; in the menu > customers > Add new customer.
In the menu click customers, and you should get a list of customers
If the customer you just created isn't in the first position and open, you may search or browse to you find the customer, once found click on the customer name to expand 2 boxes with customer information.
In the first box, you will find 'Place order' button, now clicked this.
A new window, with the shop frontend will be displayed, click 'Place order' button.
It will log into the clients account, this means you have now logged in as the client and are ready to shop.
Once you have added products to the cart you may check out like normal. You may need to also communicate with customer regarding payment and shipping methods to use.
That's it. The order will be like any other, with order emails etc sent out and all the order details in the backend.

Editing order page

The following edit options are available:

Change the customer, billing or shipping information on an order
Add or delete products from an order
Update product quantities
Add or subtract values to/from overall order totals

To Edit An Order

To delete a product, change quantity to 0 and then click the "Update" button.
You may update the customer, billing or shipping information then click the "Update" button.
You may update the product pricing by simply entering a new product price then click the "Update" button.
You may update the product quantity by simply entering a quantity then click the "Update" button.
You may update the order totals by simply the values you wish to update then click the "Update" button.
You may add or subtract an amount from/to the order totals by simply entering the description (ie: "Credit") and amount then click the "Update" button.
Update order comments and statuses as you do within the orders (or Super Orders) page then click the "Update" button.
You may add additional products to an order by simply clicking on the "Add Products" button, following the easy to follow steps, then after being returned to the main order edit page, click the "Update" button.

Login to clients account

This module is for logging in and placing an order as a customer. It is extremely handy if you process phone orders as well as Internet orders. It allows you to login to your admin interface look up a customer and click an button "Place Order" button and it automatically opens a new browser window to the front side of your side with the customer logged in so you may take their order.

COWOA – Check Out With Out an Account.

your customer checkout without having to register an account on your store.
It comes with a couple of additional (optional) modifications that let you see who used COWOA to checkout with and let's those customers who used COWOA to still be able to track the Order Status of their order by using the e-mail name they used during checkout and the OrderID number.

Super orders

Features

More order control

Batch Form Printing" and "Batch Status Updating" inclduing support for PDF invoices.
Batch Form Printing" and "Batch Status Updating" both offer expanded order search options.
Editing of hidden "admin only" comments
Split orders allows you to split individual lines on an order. So for example if a customer orders 5 widgets and you've only got 3 in stock, you can move 2 to another order creating a child (new) order which is split from the parent

More thorough data

Order payment tracking -- allows to enter and track order payment details (check, money orders, etc.) Payments made via Authorize.net, Linkpoint and PayPal are entered for you automatically. Send customer payment notification/verifications
Order refund tracking -- allows shop owners to enter and track order refund details. Send customer refund notification/verifications

More detailed reports

CONFIGURE & FEATURES

Configuring Super Orders

Configure Phone and Fax Numbers, so that we can display them without the address. Go into the admin and browse to Settings > My Store > Store Fax and Store Phone.
Customize Super Orders
Go to Admin > settings > Super Orders, you'll find all the configurable options in there, with explanations and instructions.
Install "Purchase Order" Payment Module
The PO tracking system and attached reports won't work without this! Go to Admin > Modules > Payment, you should find "style='font-family:Calibri;'>Purchase Order" at the bottom. It should look familiar when you install and configure it, since it mimics the " Check/Money Order" module. If you will not be using Purchase Orders, you do not need to install the Purchase Order payment module.

Order Management

Location: Admin > Customers > Super Orders

The orders listing screen now has shortcut buttons on each order line that match the buttons that appear in the sidebox, saving an extra click.

Added customer shortcuts, one to find all orders by the customer, another to pull up their profile edit screen.

The original "Edit" button in the sidebox has been replaced with "Details," to more accurately reflect the page's purpose.

The detail screen (again, used to be the "Edit" button) includes shortcuts to edit comments, split an order, pull up the invoice and packing slip, and a quick navigation system to pull up the detail screen for any other order.

Editing Features

Location: Admin > Customers > Super Orders > Detail button

You'll find two links placed around the Super Orders page, each handling a specific set of data. Those groupings are:

Edit Admin Comments
Split Order

Each brings up a popup window to edit the specified information. Submitting and closing the window will refresh the page to display your changes.

Split Order - Allows the shopowner to split items off of one order and onto a new order

When an order is split, the ORIGINAL shipping, tax, and other order total values remain with the "parent" (original) order, and the "child" (new) order will only include the totals for the products being moved over. Payments for paid orders which are split correctly as a result. No additional order splits are allowed after the order is split. Additionally the grand total of the original order will be clearly displayed on both the parent and resulting child order.

Edit Admin Comments - Allows the shopowner to edit hidden (admin) comments

immerce introduced hidden comments which can be used as "admin only" comments that customers do not see when viewing their order history. Editing these comments requires no customer notification and so comments editing has been restored in a new form in Orders (editing is now restricted to admin only comments)

Order Payment Tracking

- includes the ability to enter and track payment data. The Orders payment system can track all of the following scenarios:

Multiple PO's
Multiple payments
Multiple payments per PO
Multiple refunds per payment
Multiple refunds per order

Opening the details screen for any order will display the payment system. There you'll find buttons to add the three types of payment data:

Purchase Orders
Payments
Refunds

Clicking any one will bring up a pop-up window to enter the details for that particular payment entry type. When you are done, the popup will close and return you to the original page, refreshing it to display your new entry.

Buttons to edit and delete payments are on the line listing the payment. Click the corresponding button to modify the entry or remove it entirely. I think it's pretty self-explanatory, but please post on the forum thread if you have problems or questions.

Super Orders will auto enter a payment record for orders paid via PayPal. All other payment types will require you to enter a Super Orders payment record manually

ABOUT AUTOMATED SUPER ORDERS REFUNDS:
Automation of Super Orders refund records for PayPal admin generated refund transactions is a major undertaking. The method required for generating PayPal refunds is different than the refund method for Authorize.net and Linkpoint. Therefore this feature is not included in this release)

Payment Types

The payment system allows the user to specify the type of payment being entered. For instance, if the payment is cash, simply select "Cash" from the dropdown; if it's a credit card payment, select the proper Credit Card, or just choose the generic "Credit Card" for lesser-known providers.

Furthermore, the system allows the user to add/edit/delete the available payment types to suit his or her needs. Go to: Admin > Localization > Payment Types

There you will find an interface similar to the order status page. From here you may create whatever payment methods you want, as well as edit/delete those you already have. As described above, the system comes with a good list of payment types that should cover most stores, people, and situations.
Note: If you are using PayPal, Authorize.net, or Linkpoint, please do NOT delete or EDIT the major credit card names/codes. If you do, you will stop autopayments from working correctly

Shipping Label

Location: Admin > Customers > Super Orders > Shipping Label button

If it doesn't fit your requirements exactly, the label is super-easy to modify. Just edit admin/super_shipping_label.php; the entire thing is HTML except for the address data displayed. Adjust to suit your needs.

Invoice

Location: Admin > Customers > Super Orders > Invoice button

If the order payment is a PO, the PO details will appear next to the address information after the PO number has been entered. The order must be placed and paid for using the purchase order module included with this contrib. The details appear regardless of whether a PO number was entered or not, but the number will be included once you have entered it.

Added the word "Invoice" to the header (P.O. users typically require this)

Billing address positioned for a windowed envelope.

Displays the Tax ID and removes the tax lines, if a lines, if applicable. Admin > settings > Super Tax Exempt Number Added "Amount Paid" and "Balance Due" lines. Values reflect order total and applied payments/refunds of the payment system.

Packing Slip

Location: Admin > Customers > Super Orders > Packing Slip button

Now displays the shipping method with other order info (in case different shipping methods have different priorities).

Added the word "Packing Slip" to the header.

Put the shipping address in position for a windowed envelope (Yes, a packing slip usually goes *in* the box, but you never know).

Packing slip images are now a simple on/of admin configurable feature. Admin > settings > Super Orders > Standard Packing Slips - Show Images

Batch Form Printing

Location: Admin > Customers > Batch Form Print

This file allows you to print invoices and packing slips in bulk.

It relies on a browser's tendency to print frames on separate pages (they all do it at this point, most by default). You select the form you want, for which orders, and the number of copies, and the code spits out a new window with the right numbers, each one split into a different frame. Then just press print on your browser.

Batch Form Printing now includes options for PDF batch invoice printing. Displays all the same information as the default Super Orders invoice, and provides options for including your own logo on the invoice. PDF invoices displays the Tax ID and removes the tax lines, if applicable. style='font-family:Calibri;'>Admin > settings > Super Orders > Tax Exempt Number.

Other options for the PDF packing slips are configured in the Super Orders admin. Admin > settings > Super Orders > Standard Packing Slips - Show Images

Batch Status Updating

Location: Admin > Customers > Batch Status Update

This file allows you to update the status of multiple orders at once. You can search by any of the following criteria: date of order, current status, ordered product, customer, payment method, order total, country, and the usual text search.

Select the new status, add your comments, and whether or not to notify the customer (set to "off" by default to avoid unintentional mass mailings) and you're all set!

Outstanding Payments

Location: Admin > Reports > Orders Awaiting Payment

This report displays all your outstanding payment paperwork. Each radio button will search for orders that are missing the indicated transaction piece (e.g. searching "Purchase Orders" will display orders in which the customer chose to pay via PO but has not submitted a PO yet).

By default it will look for orders older than 30 days without the specified information (typical timeframe to define a payment as "late"), but you can include orders within 30 days by clicking the indicated box.

The print format is just as its name implies, prints nicely on 8.5" x 11" paper. You can click the title in the print format to return to the regular admin display.

Cash Flow

Location: Admin > Reports > Cash Report

Similar to the "Awaiting Payment" report, the Cash Report displays all the actual monetary transactions entered into the payment system.

Your options are payments (income), refunds (loss), or both. PO's are not an option because they are merely a promise to pay, not actual cash. Payments attached to PO's are included in the "Payments" search.

The date range search reflects the date upon which the payment or refund was entered, NOT the order date, date of a particular status, etc. This date is displayed on the order detail page on the payment line item under the heading "Date Posted".

Like the Awaiting Payment report, the print format displays a nice print layout. You can also click the title in the print format to return to the regular admin display.