Managing Order Status and Details
Learn how to efficiently manage your orders within the Inxeption Managed Store with this guide. From editing draft orders to handling tax exemption, this article provides essential insights to streamline your order management process. Discover practical tips and guidelines to enhance productivity and accuracy in managing your store's orders effectively.
Orders can be received from buyers of your product(s) or service(s) through sales channels, or they can be manually created and sent.
Order Statuses Explained:
Order status are updated automatically as the order progresses.
- Draft - refers to an order that you have manually started and saved to send later OR it refers to an uncompleted order from a buyer on one of your sales channels. If the buyer is a Contact in your Managed Store, you will be able to see their information on the draft order
- Cancelled - refers to an order that has been cancelled by the seller or buyer
- Completed - refers to an order that has seen sent to the buyer or contact
Payment Statuses Explained:
Payment status can be manually selected when creating a manual order, or they will update automatically as a buyer completes payment via configured payment methods.
- Pending - the order has been received by the buyer and is pending receipt of payment
- Paid - the order has been paid
- Refunded
- Failed - payment has failed for some reason. i.e. a credit card was declined
How to Manually Create or Edit an Order
Manually Create and Order
Navigate to the Orders Module in the your Managed Store
Create a new order by clicking on the "Create Order" button in the Orders Module.
Fill out the Order form and Save the Order
Edit Orders
Click on the specific order you wish to modify to proceed with necessary adjustments.
Editing Draft Orders
For draft orders, edit all pertinent details including customer information, sales channel, products, discount codes, payment status, and tax exemption. Upon completion, save your modifications by selecting "SAVE" to apply the changes.
Editing Completed Orders
Completed orders allow for note additions and selective modifications such as fulfillment status, delivery date, and payment plan status. However, crucial order details cannot be altered at this stage.
Tax Exempt Orders
Create tax-exempt orders by providing the Tax ID Number and Tax Exemption Certificate during order creation.
If documents are unavailable during order creation, save the draft. Once the information is obtained, mark it as tax-exempt and include the required documents.
Document Corrections for Completed Orders
For completed orders, rectify document errors if necessary. However, if the order wasn't marked as tax-exempt before completion, a new order is required. Tax exemption cannot be added to completed orders.
Order Discounts
Discounts need first be created in a Sales Channel. They can then be used by your buyers or applied by the seller manually.
Navigate to the Order Module
Select the Order to which you will apply the discount
Scroll down to the Discount Codes section of the order
Apply your predefined discount code
Save the order
You will see the discount applied on the right-hand side bar with the Order Details.
Next learn how to manage fulfillment statuses and ship an order with Inxeption Fulfillment Services.
Need Further Assistance? If you encounter any challenges during the setup or have questions, our support team is here to help. Reach out to support@inxeption.com for prompt assistance.
Start Selling with Inxeption
Related Articles
Managing Order Fulfillment and Shipments
Managing order fulfillment is crucial for ensuring customer satisfaction and smooth operations. In this guide, we'll walk you through the process of updating Fulfillment Status within the Orders Module. Understanding and utilizing the Fulfillment ...Applying Discounts to Sales Channels
Discounts for Sales Channels provide you with the flexibility to offer discounted prices on specific products related to a particular sales channel, whether it's private or public. How to Apply Discounts: Navigate to Channels Page: Go to the Channels ...Sending and Managing Quotes
The Inxeption Managed Store offers the flexibility of initiating quotes for products/services instead of direct purchases. You can set your product listings to Request for Quote, where a buyer would submit a quote request, or you can manually send a ...Creating Buying Options and Bulk Discounts to Products
Enhance the buying experience for your customers by defining buyer options and offering bulk discounts on your products. Follow these steps to set up buying options for product detail pages from your channel: Set up Steps: Navigate to the Products ...Order Cancellation: A Guide for Managed Store Sellers
Learn how to cancel orders for your buyers from the Managed Store by following these simple steps: 1. Navigate to the Orders Module: - Go to the Orders Module on your dashboard. 2. Select the Applicable Completed Order: - Identify the completed order ...