Orders

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OMS > Orders

OMS--Orders.png Orders is a centralized location for Admins to view, create, and manage orders across all of your Multifront stores. From here, Administrators can also modify order statuses, initiate RMA's, and resend order confirmation emails.

Create Orders

OMS > Orders > "Create Order" button

OMS--create orders.png

Creating an order for a customer is a single step process. There are six tabs in the order creation process that must be completed before an order is finished.

  1. Complete the order details fields, using "Continue" button to progress through tabs.
  2. Before placing the order, the Admin can review the customer information, shopping cart, shipping info, and payment method in the "Review" tab.
  3. To process the order, use the "Process Your Order" button.
  4. Page will reload with action confirmation
  5. New Order is now created
  6. Customers

    • Store: Select the existing store from the drop down to place the order.
    • Customer Name: Enter/select the existing customer from the list. There are two ways to select customers.
    1. Search for Existing Customer: Click on search icon. Here all the customers who are associated with the selected store will be displayed on the panel. Admin can select the customer from the list.
      • When selecting an existing customer, the corresponding address will be displayed on the address tab page.
    2. Add New Customer: Admin can create a new customer for the selected store. Click on the Add new customer icon.
    Create Customer
    OMS > Orders > "Create Order" button > Customers Tab > "Add New Customer" button
    

    Add customer popup is displayed with following fields.

    • External ID: Enter external account number for the customer.
    • Store: It will be in read only mode.
    • First/Last Name/Phone Number: Customer details for the customer account.
    • Username: Create username for the customer.
    • Email Address: This will be the customer email id. The generated password is sent to this email id.
    • Account: For B2B customers, select B2B account.

    Address

    • When selecting an existing customer, the corresponding address will be displayed on the address tab page.
    • Admins will need to capture the address information when adding a new customer.
    • Admin can change the customer address using the "Change Address" button. Don't forget to "Save" after updating address info!

    Shopping Cart

    OMS > Orders > "Create Order" button > Shopping Cart Tab > "Add Product" button
    

    Admins will select a product and product quantity before adding the product to customers cart using the "Add Product" button.

    • Enter Coupon Code: Can apply coupon code if available
    • Gift Card Number: Can apply for gift card number if available
    • CSR Discount: Admin can add additional customer discount
    • Only published products are displayed
    • Shopping cart line items can be removed by clicking the red "X" next to the product image.

    Shipping Methods

    Admins can select from drop-down the shipping method for the order. The drop-down will display any user profile related shipping methods if the customer is associated with an appropriate user profile.

    • Shipping charges will be applied to the customer's cart after the shipping method has been added.

    Payment

    Admins can select any active payment method for the order from the drop-down. The drop-down will also display any user profile related payment methods if the customer is associated with an appropriate user profile.

    Review

    Before placing the order, the Admin can review the customer information, shopping cart, shipping info, and payment method in the "Review" tab.

    Manage Orders

    OMS > Orders > "Manage" action
    

    Oms--manage orders.png

    The "Manage" Action is used to update order status or initiate a refund on an existing order.

    Update Order Status

    • Admin can update the status of the order from Submitted to Shipped OR Cancelled.
    • Customer will get notifications after admin updates the status of an order

    Refund Order

    • Admin can refund the order amount which is already taken from the customer account.
    • Admin can refund the payment by 3 different ways if a customer used a credit card.
      • Partial Refund: If an admin wants to refund only product amount then he can proceed with partial refund process.
      • Total Refund: If an admin wants to refund the overall order amount then he can go with Total Refund.
      • Shipping Refund: If an admin wants to refund only Shipping Amount then he needs to proceed with Shipping Refund.

    Note: Admin needs to enter refund amount in each text box then click on the Save button.

    Edit Orders

    OMS > Orders > "Edit" action
    

    The "Edit" Action is used to modify or make changes to an existing order. You can update an orders address, recalculate tax rates, product(s), product quantities, pricing, and shipping prices.

    1. Edit Order details
    2. Save Progress using the "Save" button

    Initiate RMA

    OMS--initiate RMA.png

    1. Select the product and reason for return(s). Then, click the "Save" link.
    2. You are now at the "RMA Manager" page. Select products for a refund. Use the multi-select boxes to indicate partial or complete refund.
    3. "Issue Gift Card" button will generate a new gift card number (conveniently using our customers' info to get things started) in the amount equal to the multi-select boxes in Step 2.
    4. You're now in the RMA section of OMS. Name your gift card for internal reference using "Gift Card Name" field.
      • You may need to edit the gift card details.
    5. Complete the order using the "Save" button.

    Resend Order Email

    OMS > Orders > "Resend Email" Action
    
    1. Page will reload confirming Email has been resent
    2. Order email is now resent

    Capture Payment

    OMS > Orders > "Capture Payment" Action
    
    1. Page will reload confirming payment has been successfully captured
    2. Payment is now captured

    Void Payment

    OMS > Orders > "Void Payment" Action
    
    1. Page will reload confirming payment has been successfully voided
    2. Payment is now voided

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