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In this tutorial, we'll take
a look at the section within the Infigo
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software aimed at allowing team
to effectively manage placed orders.
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As we'll see, this includes
the ability to review in detail
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any order, make amendments,
initialize refunds and much more.
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So we'll start off by navigating
to the sales section and going to orders.
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This page shows
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a list of all orders
placed on this particular storefront.
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The lower part of the page contains
a summary table of these orders,
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including the display of status
updates on the orders progress.
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The upper part of the page displays
a range of filtering inputs, allowing you
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to search for these specific orders
of interest to you.
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If we locate one of those orders
and click on View,
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this will open the details of that
selected order.
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Then you tap.
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So let's
take a look at some of the capabilities
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given to the team
when working with the order details page.
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Starting off on the top right
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hand side, you'll notice that we have
a downloads dropdown list, so PDF invoices
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and packaging slips can be directly
downloaded from the downloads dropdown.
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The templates of these documents
can be modified if necessary.
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For example, if you want your own
branding on these documents
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next to the downloads,
we have a change status dropdown
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so the team member can update the status
of the entire order if required.
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This will have a knock on effect
on the status seen by the user
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and the status seen elsewhere in Infigo.
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Now let's look at some of the tabs
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that we have available here,
starting off with the info tab.
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This gives an overview
of many elements of the order,
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including status,
creation, dates and pricing.
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From within this screen,
the team member can modify order
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pricing and can issue a full or
partial refund if required.
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Also in the
info tab coming to this section down here,
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the team member can see the calculated
dispatch and delivery dates
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based on your configuration.
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Let's
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go to the next tab along
which is billing info.
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So nice and easy.
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This one.
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The billing info tab contains billing
address information
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which can be edited from here if required.
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Next tab along is delivery information.
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This contains editable address information
along with additional data
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such as the selected delivery
method, order, weight
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and status updates.
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If I scroll down a little bit here,
you'll see the delivery info.
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Tab also has an area
where the tracking number can be stored.
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This information is also presented
to the customer
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on their my order screen
as we'll see a little bit later on.
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Tracking numbers can also be included
in emails sent to the customer.
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Next tab along is for products.
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So this shows information on each order
line within that particular order.
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This section will also display information
from any other actions
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carried out on the order line,
specifically relating to the distribution
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of the orderline’s
artwork via hot folder or otherwise
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down to the bottom of this particular tab.
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Any information the customer entered
into check out attribute fields
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will be displayed in this screen.
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The final tab we have
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here is the order notes.
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So the system autumn category creates
new order notes
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when certain actions are carried out,
such as the changing of the status.
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We do also have the ability
to add custom notes by completing
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the relevant fields down here
and clicking on the add order note.
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The team member can
choose whether the order note is visible
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to the customer
or not on their My Orders page by clicking
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this checkbox here.
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So let's take a look at the order
from the customer side
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and see how some of these updates
that we've made actually appear.
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So I'm
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just going to navigate
to their order section
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and take a look at the order
we've just been working on.
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So a couple of changes to note here.
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We included the tracking number.
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The tracking number will be included
as part of the main order information.
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So we can see that down here.
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And then the customized order nodes
that we set to be displayed
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to the customer as well will be displayed
at the bottom of this screen.
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So you can see that the note
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has been created here.
