» Order

Order

In WebCommander, when a customer creates order, that will be added in Order List. Here, you will be able to see the Order Details, Order Status, Manage Payment, Manage Shipments, View Comment History, Complete, or Cancel Order. Orders can also be created from the backend. You must log into your WebCommander account to create the Orders.

Prerequisites to create an Order 

Shipping Profile, Customer, and Product must be added in the system before creating an order. If you are facing problem regarding these issues, please refer to the user documents related to the following topics

  • Log into WebCommander
  • Create Product
  • Create Shipping Profile
  • Create Customer
  • Navigate to Web Content-> Document and Create a Picking Slip format as per your company and set it to “Active” status
  • Navigate to Web Content-> Document and Create Invoice Format and set it to “Active” status

Manually Create Order

Navigation: Web Commerce >> Orders >> + Create

An order can be created from the back-end also. There are some consecutive processes to execute and manage the order from backend. Here, the creation of an order has been described elaborately.

Layout Page – click on “Create” Button

  1. Filter: From here, one can choose or filter out the list of Pending, Completed, Cancelled orders.
  2. Search: Here, you can search for any order. To search an order, enter the Order ID/ Customer Name in the search box.
  3. Advance Search: To search an order more specifically, one can provide different information e.g. Customer Name, Product Name, Order ID, Product SKU, Order Date, etc. of the product and reach that order instantly.
  4. Remove Search: From here, you can remove Advanced Search for a product.
  5. Actions: There are two types of actions in order page by which contain more functions of order management.

Manage Owner Permission: Different permission issues can be generated from here.

Export: To download the order details click on this button.

  1. + Create: By clicking + Create button, one can create a new order from the back-end.
  2. Reload: To load the page again, click on this button.

Create New Order

  1. Click on Web Commerce from the Main Navigation panel.
  2. Click on the Orders option.
  3. Click the + Create to create a new order.
  1. Select Customer: Select a customer from the customer list to order the product.
  2. Next: Click on this button to go to the next page.
  1. Select: Select product/ products from this selection column.
  2. Quantity: Give the quantity of how many/ much product do you want.
  3. Next: Click on this button to go to the next page.
  4. Billing Address: In this box, you have to give information about your billing address.

Edit: By clicking on this button you can edit the information of the billing address.

Change: You might need to change your address of billing. Then, click on this button and provide different information.

  1. Shipping Address: In this box, you have to give information about your shipping address.

Edit: By clicking on this button you can edit the information of the shipping address.

Change: You might need to change your address of shipping. Then, click on this button and provide different information

  1. Fetch Shipping Price: Clicking on this button an automatic process will calculate the shipping cost.
  2. Next: Click on this button to go to the next page
  1. Payment Gateway: Select a way to pay the bill for the product.
  2. Previous: If you want to change the information on the previous page, you can click on this button.
  3. Order Now: Click on this button to complete the order.
  4. Cancel: If you want to stop ordering a product you can click on this button.

NOTE: You will get a “Success” message as below

Check the Created Order

Order Management

Navigation: Web Commerce >> Orders >> Action (icon)

It is important to know not only how to make an order but also manage an order. Without managing an order, you cannot complete the order properly. Following the navigation is given above one can get the route to manage the order in various ways. Furthermore, if the user faces any difficulties to manage the order, he or she will get help from the following discussion.

“Orders” Overview :

  • Expand: By clicking on the expand option of particular order from the list, you can get to know about the order, shipping, and billing information.
  • Manage Shipment: After completion of an order, to manage/ execute the shipment, click on this option.
  • Manage Payment: After/ before the shipment, to manage the payment issue of the ordered product, go to this option.
  • Comment History: You can add a comment regarding the order issue by clicking on this option.
  • Print Order: If you want to print the information of a particular order, click here.
  • Print Picking Slip: There are different types of Picking Slip in the WebCommander system. To print these slips, click on this option.
  • Print Invoice: To get a hard copy of the payment information only, one can click on this option.
  • Complete Order: After completing the whole order process, you can click on this option to show the Order Status green.
  • Cancel Order: This option will be clicked to cancel the order.

Expand:

Click on the Expand option of an individual order from the list and the order, shipping, and billing details will appear.

Shipping Details: By clicking on this button one can edit the shipping details of that order.

Billing Details: To modify the billing details of an order, click here.

Manage Shipment:

Action: Click on the Action icon of an individual order.

Manage Shipment: Then, click on the Manage Shipment option to execute the shipment process.

Actions: Click on the Action icon.

+ Add Shipment: Then, click on + Add Shipment option and a new popup window will appear to collect information.

A new screen pops up asking for more information

Shipment Quantity: Input the quantity of product which is going to be delivered.

Shipping Method: Give the shipping method to deliver the product.

Tracking Information: Tracking information means the current position of the product. The information about tracking is recorded in this box.

Shipping Date: Enter the shipping date of the product from when the shipment process is going to be started.

Submit: After filling up the information, click on Submit to start the shipment.

Cancel: Click on this button to stop executing/ managing the shipment.

Manage Payment

Action: Click on the Action icon of an individual order.

Manage Payment: Then, click on the Manage Payment option to finish the payment process.

Actions: Click on the Action icon.

Pay: Click on Pay option and a new popup window will appear to collect information.

Payment Method: Select a method of payment.

Payment Date: Enter the time of payment.

Tracking Information: Tracking information means the current position of the product. The information about tracking is recorded in this box.

Payer Information: Give information about the person, who is going to pay for the product.

Due: The amount, that customers will pay.

Amount: Enter the amount, that the customer is going to pay.

Submit: After giving all the information, click on submit to finish the process.

Cancel: To cancel the payment process, click on this button.

Comment History

Action: Click on the Action icon of an individual order.

Comment History: Then, click on Comment History to view and add comments.

Comment: Write a comment/ message regarding the order.

Add Comment: Click on this button to save the comment.

Add Comment and Notify: Click on this button to save the comment and notify the customer.

Cancel: Click on this button to stop commenting.

Print Order:

Action: Click on the Action icon of an individual order.

Print Order: Then, click on the Print Order and a new page will appear.

Print: Then, click on the print option to print the order information 

Print Picking Slip

Action: Click on the Action icon of an individual order.

Print Picking Slip: Then, click on the Print Picking Slip, and a new page will appear.

Download: If you want to download the picking information, click on this option.

Print: Click on the print option to print the picking slip.

Print Invoice

Action: Click on the Action icon of an individual order.

Print Invoice: Then, click on the Print Invoice to print the payment information only.

Download: If you want to download the invoice, click on this option.

Print: Click on the print option to print the invoice. 

Complete Order

Action: Click on the Action icon of an individual order.

Complete Order: Then, click on the Complete Order, if the order has been completed. 

Cancel Order

Action: Click on the Action icon of an individual order.

Cancel Order: Then, click on this button to cancel the order.

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