Actinic's in-built order processing system is a collection of features, reports and processes that will help you deal with the orders from your store. However, it is up to you what parts of the order processing system you decide to use.
All that this help system can do is tell you how each of the order processing features work - you need a find way of using the available features that suits the way you do business.
The order processing features fall roughly into these four areas:
· Reports to help you put together orders - The first thing you may want to do is see what's been ordered, and check whether it is in stock. You may also want to print out credit card numbers (if you are processing them offline). Reports are discussed in Order Processing Reports.
· Features for adjusting order details - it may be that customers have spelt their address details incorrectly, or maybe they call you after placing the order to cancel it or make an adjustment. Tools for editing order details are discussed below.
· Features for completing the order - Actinic requires certain conditions to be met before it will move the orders to the 'Completed' folder. These are discussed below.
· Reports to send to the customer - Actinic can generate packing lists for placing on the front of your packages, and can also generate invoices for your customers. Reports are discussed in Order Processing Reports.
Actinic requires certain conditions to be met before it will move the orders to the 'Completed' tab.
1. You have marked all the order lines as shipped - This is done in the 'Line Items' tab, and is discussed in Marking Order Lines As Shipped.
2. You have received full payment - If you are using a Payment Service Provider then this is done whilst the customers are online. If you are using the 'Credit card details captured for later processing' payment method, then you will need to manually tell Actinic when payment is received. This is discussed in Entering/Editing Payments For An Order.
3. A record has been taken of the order - i.e. the paperwork has been dealt with. This is normally done by printing an invoice. But a data entry report or an export also performs the same functions. Reports are discussed in Order Processing Reports, and exporting is discussed in Exporting Orders.
You can program Actinic to carry out all of these automatically with the 'One-Click Order Processing' feature. Details of this are in One Click Order Processing.
Double-click on an order (or highlight an order and click 'View Order') and you will see the following tabs:
· Customer - The customer contact information - see The 'Customer' Tab - Checking Contact Details.
· Line Items - Where you view and edit the ordered items - see The 'Line Items' Tab - Viewing Ordered Items.
· Shipping and Handling - The shipping details - see The 'Shipping and Handling' Tab - Viewing the Shipping Details.
· Taxes - The tax charges - see The 'Taxes' Tab - Viewing The Tax Data.
· Totals - For reviewing any changes you have made to the order - see The 'Totals' Tab - Giving An Order Overview.
· Progress and Payments - Where you can view the order status and enter/edit payment information - see The 'Progress and Payments' Tab - Checking The Order Status.
· Misc. - Supplementary information provided with the order - see The 'Misc.' Tab - Displaying Other Order Information
· Mail - The emails sent out regarding this order - see The 'Mail' Tab - Managing The Customer Emails.
· Journal - For making notes about the order - see The 'Journal' Tab - Making Notes About The Order.