Manage Orders

The Order Details screen that is available to the Admin (when he/she is not signed in as a Distributor) has options that are not available to Distributors. These options include:

●    Create Return Order Button (for orders that have had product returned)

●    Process a Payment Button (for orders that have failed payment or are pending payment)

●    Duplicate Order Button (for when the distributor wants to duplicate an existing order)

●    Stop Order Button (for orders that are processed but not yet sent to Shipping)

●    Cancel Order Button (for orders that are stopped but need volume adjustments made)

To Enter a Product Return:

For orders that have had product returned:

1.  Click the Create Return Order button.

2.  The Create Return Order screen will open where you can enter the quantities of product returned.

NOTE: After creating the return order, you must process the return order to make the volume adjustment.

To Process an Alternative Payment:

For orders that have a status of failed payment or pending payment the order can have a different payment method applied to them:

1.  Click the Process a Payment button.

2.  Select a new payment method in the Choose Payment screen. You may also edit the existing method to make it valid or add a new payment method and then select the edited or new payment method for the order.

3.  The Order Summary will display a message stating that order has been processed successfully, or the system will prompt you for a different payment method if the payment failed again.

To Duplicate an Order:

When a duplicate of an order is requested:

1.  Click the Duplicate Order button.

2.  The Order Summary screen with the same products and quantities as the original order will display.

3.  Click the Process a Payment button to select a payment method for the duplicate order.

4.  Click the Select Payment button on the Choose Payment Method screen to select the payment method for the duplicated order.

5.  The Order Summary screen will display with a message that your order has been placed.

To Stop an Order Not Yet Sent to Shipping:

For orders that are processed but not yet sent to shipping, the order can be stopped.

1.  Click the Stop Order button.

2.  A pop-up window will appear asking you, "Are you sure you want to stop this order from shipping? You will need to refund the payment and adjust the Volume for this order." Click the Yes button, and the order status will change from processed to awaiting refund.

3.  To finish canceling this order, refund the payment with your payment agency, and make a Volume Adjustment. When these details have been resolved, open the Order Details for the order again and click the Cancel Order button to update the status of the order from awaiting refund to cancelled.