Working with the order page

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.

This article describes the functions of the four customer marks in the customer card (“VIP”, “BAD”, “Order expired”, and “Call required”).

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.

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.

This article describes how to attach files to an order, in addition to upload requirements and storage features associated with system tariffs.

This article describes how to view the changelog for general order changes and status-related order changes.

This article describes how to work with the order status interface on the order page, and how to add comments.

This article describes the main fields available to configure in the order card.

This article describes how to work with the lists of previously viewed and purchased items.

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.

This article describes the creation of a set of fields in the customer card that can be viewed directly on the order page.

This article describes how to display parcel related data, such as weight and dimensions, in the order card and calculate them automatically using product properties.

This article describes the main functions available when working with deliveries within an order. It also covers the options for displaying an address, using the Geohelper address search service, delivery type settings, and the calculation of delivery costs.

This article describes how to work with payments in an order, as well as the implementation of a 'cash on delivery' procedure for individual payment methods.

The order page has fields for customer and operator comments. These are separate text fields for additional information considered important while working with the order. Comments are saved on the order card.

Sending e-mails and SMS from the order card. Viewing the history of communication with the customer regarding the current order.

This article describes how to work with costs in the order card.

This function allows several managers to work on the page of one order at simultaneously, avoiding errors in saving data.