Sales Overview

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Sales houses your Orders, Customers, Payments and Returns. This is the engine of your order processing operations allowing you to add new sales and customers as well as process existing orders and payments.

The main sales page shows you every sale placed via your store regardless of order status.

To view and administrate a Sale

  1. Browse to Sales
  2. A sub menu will appear along with a list of pending orders below.
  3. From the sub menu, choose the order status you wish to view, ie New Orders, Processing or Despatched
  4. Click on the order you wish to view in detail, using the order ID or the View Icon
  5. A new screen will load with various panels of information about the order
  6. The following sections explain each panel in detail

To edit the contents of a sale, ie products or shipping

  1. Browse to Sales
  2. A sub menu will appear along with a list of pending orders below.
  3. From the sub menu, choose the order status you wish to view, ie New Orders, Processing or Despatched
  4. Click on the order you wish to view in detail, using the order ID or the View Icon
  5. A new screen will load with various panels of information about the order
  6. Check that the order is in the Pending status, you can change this via the Status Tab, then choosing Pending from the drop down. Untick the Email Notification link before clicking on update.
  7. Navigate to either the Products or Shipping tab, depending on what area you wish to edit.
  8. Make your changes
  9. Navigate back to the Status tab, select the correct Status, again unticking the notification check box, and click update.
  10. Your sale should now relfect any new changes.
  11. Remember to charge the sale difference if you've increased the order total after having taking payment!

Sales Navigation Tabs

You can navigate the sales area using the blue tabs at the top of the control panel.  Each tab will present one of the following areas:-

Payments

This tab allows you to make or void payments depending on the payment module used.

Despatched

All orders that have been despatched will show here.

Processing

All orders currently being processed will end up here.

New Orders

Any new and pending orders how here. Browsing to the main Sales link will also show you any pending orders.

Cancelled

Any internally cancelled orders or orders cancelled by a customer will show up here.

Returns

The returns section allows you to authorised and administrate any customer return requests for faulty or unwanted products. You can specify the warranty in days for each product in your catalog. This allows you to restrict any returns that are out of their warranty period.

Customers

The customers tab shows all your customers in one place. You can add, edit and delete customers from this section.

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