Working with the order page
A guide on how to create an order in the system and how to work with it. Main blocks on the order page and a detailed description of their functions.
How to create a new order
This article describes the blocks and main fields in the order creation page, as well as the different ways to create an order and the differences between them.
Marks in the customer card: (“VIP”, “BAD”, “Order expired”, “Call required”)
This article describes the functions of the four customer marks in the customer card (“VIP”, “BAD”, “Order expired”, and “Call required”).
Printing documents from an order
This article describes three components: 1) The generation of documents using prepared templates; 2) A description of the main default printed templates that are available in the order; 3) The packaging function and associated printing.
Working with tasks in the order page.
This article describes the process of creating tasks on the order page. You can work with current tasks and view information about open and expired tasks.
Attaching files to an order
This article describes how to attach files to an order, in addition to upload requirements and storage features associated with system tariffs.
History of changes (in an order)
This article describes how to view the changelog for general order changes and status-related order changes.
Working with order statuses
This article describes how to work with the order status interface on the order page, and how to add comments.
Order card fields: Country, order type, store, manager, registration method
This article describes the main fields available to configure in the order card.
Views and purchases (in orders)
This article describes how to work with the lists of previously viewed and purchased items.
Customer information
In the system, you can view the main data of the customer on the order page, as well as information validity rules. You can update data from the customer card to account for changes in information.