To look at the orders for a location follow the following steps:
The list of all active orders will be displayed as shown in Screen-1.
Screen-1 shows the list of all orders
- Order# – It is the unique number generated automatically whenever an order for a customer is created from Twirll store. It can be used to identify the transaction made by the customer.
- Customer Name – It is name of the customer who purchased the order.
- Order Status – It shows the current state of the order.
- Items – It is the total number of items for an order.
- Type – It is the order type. It can be In-store, Pick-up or Delivery.
- Last Updated At – It is the last time-stamp when action was taken on the order.
- Amount – It is the total amount of the product for an order.
- Payment Due – It specifies the due amount.
- Payment Status – It specifies the current status of the payment.
- Red color shows the orders whose payment is due.
- Green color shows the order whose payment has been done.
- Blue color shows the order whose payment is more than total order amount.
- Active – All orders which are not completed or cancelled are active orders.
- Placed – The orders which are placed by Twirll store either online , in-store or via POS are placed order.
- Processing -The orders on which some action is being taken.
- Ready – The orders which are ready to be either dispatched if its to delivered or ready for pick-up if its in-store order.
- Completed – The orders which are delivered to the customer either in-store or at their address.
- Cancelled – The orders which are cancelled by the business due to some reason like product unavailability.
- Placed
- Dispatched
- Ready for Pick-Up or Ready for Security Check
- In Progress
- Completed
- Cancelled
button on right hand side of location of store.
- Print – To print order summary click on Print button. You can print using cloud printer by clicking on cloud printer button next to Print button.
- More – We can perform many actions on an order and they are collectively found in “More” button. Various actions that can be performed are Emailing Invoice, Printing Invoice, Editing Delivery Charges, Editing Item Contents, Initiating Refund and Order Cancellation
- Invoice No. – It is not just display data, you can view invoice of this order by clicking on number
- Customer Name – Customer details can be opened up by clicking on customer name, you can view basic customer details and bond that you share with this customer like number of times that a customer had checked in to your store and number of orders that a customer placed from your store.
- Message – Send a Message to customer with your messenger.
- Change Status – Whenever an action is taken on an order, you need to change the status of the order. When the customer places an order through Twirll, the status of order is ‘Placed’ . If you are processing that order, then change the status of order to ‘In-Progress’. If you have worked on the order and is ready for pick-up, then change the status to ‘Ready for Pickup’.
- Your list of Items are located in a centralised table
Fig 1- You can see two buttons in right below Order History, Click on any of it which you want to change Order Status to
- Confirming your action will change order status.
More Actions
There are lot of actions listed in More button (Fig 2) These actions can be done on your current order
Fig. 2
1. Email Invoice: You can send this order as a Invoice with E-mail, to do so click on more button and select “Email Invoice” action, a pop up will be opened to select purpose of this email action(Fig. 3) after that email id and additional details are taken as input(Fig. 4)
Fig. 3
Fig 4
#1 Email : Enter comma ( , ) separated e-mail ID’s on which you want to sent emails
#2 Subject : Add a subject line you wish to be for your E-mail
#3 Message : Enter a custom message to be delivered with this email
2. View Print Invoice – Invoice can be opened for printing and sharing. This will be opened in a new tab and its URL can be used for sharing this Invoice
3. Edit Delivery Charges – This will be used to add/edit delivery charges (Fig. 5). Add new delivery charges to the order with a reason or a comment, once detailed are filled click on save to edit your details.
Fig. 5
4. Edit Order – It is used to edit details of items or removing items from list. Once we click on this button, a new cell in table will be introduced to edit Items(Fig 6)
Fig. 6
Use “Exit Edit Mode” to cancel editing and use action buttons to edit Order Details, the two buttons appeared are for editing and deleting, delete will select Item and a new button will be appeared to delete items(Fig 7)
Fig. 7
clicking on the other button will open a modal to edit details of item
Fig. 8
#1 Item Price :This is a non editable field as price of Item cannot be changed once an order is placed on that price
#2 Quantity : It is a count of Items that a Item have.
#3 Percent Discount : If additional percent discount have to be added then it can be done this field only.
#4 Flat Discount : This is used for applying flat discount over the Item.
#5 Save : Once all editing is done then click here to save your change.
5. Process refund – If by any case a customer wants his money back then you can initiate Refund from here only. To process refund click on this button and a pop up will be opened to Initiate Refund(Fig.9)
Fig. 9
#1 Mode of Transfer: Select mode of transfer by which you want to refund money.
#2 Refund Amount: Enter total amount to be refunded.
#3 Reason : Select reason, why this refund has to be initiated.
#4 Comment: Any additional information to be provided with it.
#5 Reset: Click reset in case of wrong input is provided. This will reset your Input with default values
#6 Save: Once all information is correctly entered click here to save.
6. Cancel Order – It is used to change status of order to canceled.