Send a Draft Email
Send a Draft Email Visit the Orders Module Click on the applicable draft order Make any applicable changes to the order Hover over the triple dots and press "Email Draft" This sends the contact email the order and allows them to complete the order ...
Edit an Order
Edit an Order You can edit draft orders and only add notes to completed orders Visit the Orders Module Click on the applicable order If it is a draft order, you can edit its details and press save If it is a completed order, you can add notes and ...
Cancel/Refund an Order
Canceling or Refunding an Order Visit the Orders Module Click on the applicable completed order Cancel and Void any shipments with the steps on our article on Canceling or Voiding a Parcel Shipment. Within the order hover over the triple dots and ...
Using The Orders Module
Using The Orders Module Highlights of the Orders module: Create Manual Orders Create Contacts Import Orders View Past Orders, Including Website Orders View Daily Revenue over Time Change an Order's Completed Status View Shipment Details on an Order ...
Manage Work Order Details and Status
Manage Work Order Details and Status Visit the Orders Module Hover over the secondary drop-down menu at the top and click Work Orders. You will see a list of all active Work Orders Click into the applicable Order Number Add a Production ID Change ...