On myordify.com, click on
Orders
from the left side menu. You will see 2 buttons on the top right of the page:
●
Add Order
●
Add Instant Order
These buttons and options will help you add & manage
orders
from
your buyers.
Let’s take a look at how each of these options works.
Add Order
Step 1
: Click on the
Add Order
button on the top right side of the page.
Step 2
: You will be redirected to the page where you can now add a new order
from your store. The first option you’ll see on the page is a
Select Contact dropdown list with an
Add New Contact button next to it.
This is where you can add the buyer’s details.
If the buyer’s contact details already exists in the webstore database, select
them from the
Select Contact
dropdown list.
If you want to add a new contact, click on the
Add New Contact button to get
started.
Once you click the
Add New Contact button, a pop-up appears where you can provide the
necessary details of the new contact like
Client
Mobile Number (mandatory field),
Company
Name,
Client Email Address,
Contact Person,
PAN Number,
GST Number
& most importantly,
Billing Address.
Click on the
Save button within the
Add
Contact pop-up to save this contact & access his details through the
dropdown list on the main
Add Order
page.
Step 3
: Next comes the
Add Product
section. In this section, you’ll see a primary template to add product &
pricing details for the current order.
Under
Product
Name, select the product from your webstore that was ordered. If the order
is for more than one product, click the orange
Add More Products button to add another product template to the
stack.
The
Selling Price of the product will be auto-filled from the Products database
you created.
Under
Quantity,
mention how many units of the product is required for this particular order.
Under
Discount(%),
mention any discount you want to provide for the current product (per unit).
Say for a per-unit selling price of Rs.500, you mention the discount as 10 in
the Discount(%) space. The updated price of the product per unit will now be
Rs.450.
The
Total
Price space will auto-update once you provide all the previous details
(Product Name, Selling Price that’s auto-filled, Quantity, Discount). The
amount shown here is the amount payable for all the required units of the
current product.
You can delete the entire product from the
Ordered Products list by clicking on the red
Bin icon
next to the Total Price space.
Step 4
: After you’re done adding all products for the current order, your
order total will be auto-updated in the
Total
Amount space below the Ordered Products list.
Select
Takeaway
or
Shipping for the current
order according to your client’s preference from the dropdown list called
Shipping Method, next to your order total.
If you select
Shipping from the dropdown list, a new textbox called
Delivery Pincode will appear, where you
need to fill in the pincode of your Contact (client shipping address). However,
if you select
Takeaway, this option
won’t appear.
Freight
Charges
will be calculated accordingly & will
reflect in its assigned space. Note that the
Freight Charges space will remain blank if you selected
Takeaway as your shipping method.
Step 5
: When you’re done adding all your Products for the particular order
& updating their shipping details, click on
Save at the bottom of the page & then
Save & Continue at the top right side of the page to save the
current order with all its product details.
Step 6
: A pop-up appears where you need to enter the Shipping & Billing
address for the current order.
Step 7
: Enter the client’s Shipping details in the section provided &
then move to the Billing details section. Add the same address if the Billing
& Shipping address is the same, or add a new address if they’re different.
Step 7
: Click on
Save Changes. A
pop-up appears that says “
Order Created
Successfully!”
Click on
OK
to get redirected to the main
Orders
page & view the order you just placed, in the
List of Orders table.
Order Details
Let’s take a look at how this feature works.
List of
Orders
table.
Under the
Action
attribute of the table, you’ll see 2 buttons corresponding to each order
you added:
View &
Edit.
View : This button takes you to the current order’s summery page.
Step 1
:
Once you click on the
View Order button on a particular order, you’ll be redirected to
its Orders page containing all the related product & shipping details. In
this page, you can start processing it further to complete the order
successfully.
Step 2
: First off, you’ll notice an orange button showing the status of your
current order, next to your Order Number. The Order Status can either be
Pending,
Confirmed, or
Cancelled.
Click on the orange button to change the
current Order Status. A pop-up will open with the following details about the
order.
The default status of the order will be
Pending, until you make any changes.
You can change the status of the order to either
Confirmed or
Cancelled,
based on how you would like to proceed with it.
Click on the
Submit button within the pop-up to save your changes. The pop-up
will close and you’ll be back on the Orders page.
Step 3
: Once you select
Confirmed as
the status of the order and submit it, the main Orders page will show 4 new
options to further process the current order.
These options are namely
●
Fulfillment
●
Payment
●
Shipment
●
Invoice
You have to check the boxes from Fulfillment to
Shipping in the given order, completing each of them as you go (without
skipping any of the steps in between).
Step 4
:
Fulfillment → Takeaway
orders are auto-fulfilled.
For Shipment orders, check the box labeled
Fulfillment. A pop-up opens up asking whether
you’re sure you want to fulfill the current order.
This box contains details on your
Merchant Shipping Cost,
Shipment Partner, and
Partner Shipping Charges. None of the
fields are editable; the shipping partner that you had selected as default while
setting up your webstore shipment methods gets displayed on this pop-up too. If
you want to change the current order’s shipment method, you have to do it from
Shipment Settings on the leftside menu.
Check whether the fields have been filled with correct values and click the
Submit button at the bottom of the
pop-up box.
A notification will confirm that your order
has been fulfilled successfully. It’s time to move on to the next step -
Payment.
Step 5
:
Payment → Check the box
labeled
Payment. A pop-up opens up
displaying your default payment option.
This default payment option is the one you
chose as default when you were setting to your webstore’s payment options. The
default mode of payment can be either
PayU
Money,
Online Payment, or
Cash on Delivery.
Make the payment in your chosen payment method
and move to the next step after receiving confirmation.
Step 6
:
Shipment → Next, for
Shipment orders, check the box labeled
Shipment.
A pop-up opens up containing a form to fill up all the shipment details for the
current order.
The fields you need to fill out are
●
LR Number
●
Date of Shipment
●
Shipment Company Name
●
Vehicle Type
●
Vehicle Number
●
Contact Name
●
Contact Number
●
Shipping Address (
autofill
), and
●
Shipping Status (Pending, In progress,
Delivered)
Fill
out all the necessary shipment details and click on the Submit button. You’ll
get notified that your order shipment has been created successfully.
On
the main Orders page, a
Download button
appears next to the
Shipment checkbox
where you can now click to download the PDF file containing the
Shipment Label. This Shipment Label
needs to be attached to the delivery box/es.
Step 7
:
Invoice → Check the box
labeled
Invoice. Your invoice for
the current order is displayed.
Congratulations! Your order is now complete & ready to be handed over for takeaway/shipment!
Edit Order
List of
Orders
table.
Under the
Action
attribute of the table, you’ll see 2 buttons corresponding to each order
you added:
View &
Edit.
Edit : This button appears only if you had selected Shipping as the shipping method. The button allows you to edit details of your order like products & their quantity, discounts, billing & shipping details, etc. Note that, you have to verify your account password upon clicking the Edit button, after which you can edit the selected order details.
