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Orders

Orders

The Orders tab shows all orders originating at the current Organization. You can search/filter through all orders, resume unfinished orders, create returns, reprint order receipts, resend order receipt/invoice via email, view order documents, view custom fields (see note below), or even view who the order was sold by.

note

For custom fields to appear on the Order Details Page (ODP), the Appsetting App:Order:DisplayUserCustomFields with a value that corresponds to the BackendID of the custom field must be first configured.

Multiple Backend IDs separated by a comma are allowed as values to the App setting (e.g. fieldA,fieldB,fieldC) which would in turn display multiple custom fields in the ODP.

You can scan an invoice, a receipt, or any QR code that contains the order number to search for an order. You can also use the search option 🔎 Search keywords contain, but are not limited to:

  • Order number
  • Customer name
  • Customer e-mail
  • Product name
  • Serial of serialized product

Filters

By clicking the filter button to the right above the orders, you can filter orders based on one or more of the following order statuses:

  • Suspended: paused orders that can be resumed
  • Paid: order with a (partial) payment
  • Shipped: order with a (partial) shipment
  • Completed: order with full payment and shipment
  • Open: any order that is not completed

Or on order types:

  • Carry out: orders where a purchase was an out of store carry-out.
  • Deliver: order that are delivered to a specified address
  • Reserve: orders that are reserved
  • Ordered: in-store orders that were made by customers that were not in stock. It would be delivered in store.
  • Interstore: orders with products to be shipped to a different store
  • Pickup: orders that came in through a website, for example, where a customer will visit the store.
  • RMA: orders that will be shipped back to a warehouse
  • Wishlist: lists of products that customers keep track of but are not yet an order

You can also filter for 'empty' orders which are baskets with no order lines or only cancelled lines. Choose 'yes', 'no', or 'both'. The default is set to 'no', so empty orders will not initially be visible.

Resume order

When selecting an order that has not been completed, you can hit the Make shopping cart button. This will make the order into an active basket. From here you can edit the order and for example add products or proceed to checkout.

Return orders

In principle, all orders can be returned everywhere in your organization. This means store-bought products can be returned in other stores, or might even be returned via the web shop (which will see it sent back to the warehouse).

Though not all types of products can be returned, the ones that can be returned will be clearly displayed in the return order.

note

The amount of order lines displayed here depends on the setting App:Order:MaxLineCount. This setting defaults to 50 and can be changed as needed.

Creating the return order

When you select a completed order with an order date within the maximum return period (this duration is EVA customer specific), you can create a return by tapping the Create Return. Selecting the quantity, return reason and stock location are mandatory when creating a return order.

  1. Select the product that you want to return (tap Return)
  2. Enter quantity of items to be returned
  3. Select Stock location (choose 'Sellable' to add to Sellable inventory, or 'Damaged', 'Demo', etc)
  4. Select Return reason
  5. When selecting return reason 'Other', also add a custom reason

Return shopping basket

Once you have completed the steps above, the return is added to your shopping basket. You can add other products to the order (for example the same item if you want to swap or exchange it). If you add more expensive products, the remaining amount can be paid in the checkout. If the new amount is less than the original paid amount, you can refund this balance in the checkout. After completing the return order, the items will be updated on the original order as being returned. This is to ensure it's not possible to return too many items from the same purchase.

Refund payment methods

When the customer returns items from the order and is owed money at checkout, there are several options available to pay out the money due. These are dependent on the settings for the OU.

Payment methodsDescription
CashStandard refund method, which will also show the recommended change to give the customer.
CardThe customer can be paid out directly on his (debit) card via the payment terminal.
(Digital) giftcard)The customer's giftcard can either be updated, or (even if the customer paid the original order differently) can be paid out on a digital giftcard. For more information, check Giftcards for more information.
ManualThis payment method is mostly used for B2B customers as it requires a direct bank transfer. Only orders with a customer attached to it with a valid debtor number can use this refund method.
Online refundThis refund option shows only for customers with orders made on the web shop. These Ecom orders were paid online and can consequently be paid back via the same payment method. This includes iDEAL, Credit Card, EVAPay. For more information, check Ecom returns in-store

Receipt Reprinting

When you select an order, you will see a printer icon in the top right corner. You can reprint the thermal receipt and/or re-send the invoice by email. If it's a reservation order you can also reprint the reservation receipt. If it's a ship from store order, you can also reprint the delivery receipt.