Manage orders

• Manage orders

  When you receive orders, you can manage order status and payment status. Order status Pending Confirmed Completed Cancelled Payment status Unpaid Confirming payment Partially paid Paid Refunded Fulfillment status Unfulfilled Ready Out for delivery Fulfilled When customer completes payment in automatic payment, the payment status will be changed to Paid and order status will be change to Confirmed. When customers click "I have paid" in manuaSome readers

• Delivery tracking

  This guide explains how to add order tracking. Step 1: Navigate to the orders menu and select all. Step 2: Click on the order for which you wish to add tracking. Then, select the courier. (https://usercontent.clueso.io/a4f51deb-69aa-46ba-9c77-605c1Few readers

• Create, edit, or duplicate orders

  You may want to create/edit/duplicate orders yourself. For example, you receive orders via phone. You can create orders on behalf of customers. Create Go to Admin Orders and click Create order button Edit and duplicate Go to Admin Orders Order detail page. Click Edit button, or click on ... button and then click Duplicate (https://storage.crisp.chat/users/helpdeFew readers

• Order summary

  This guide will walk you through the process of checking your order summary. Step 1: Begin by navigating to the Order section. Step 2: Next, select the Summary option. (https://usercontent.clueso.io/a4f51deb-69aa-46ba-9c77-605c147Few readers

• Order fulfillment

  This tutorial provides a step-by-step guide on managing order fulfillment statuses. Step 1: Go to the orders section and choose any order. Step 2: Find the fulfillment status. It shows the current status of an order, such as delivery or fulfFew readers

• Order filter

  This guide provides steps to filter and combine filters for your orders. Step 1: Navigate to Order. Step 2: Select All. (https://usercontent.clueso.io/a4f51deb-69aa-46ba-9c77-605c1474ead5/1d6ec120-a531-4a14-8e1f-70476547b9c6/ea7f71ec-a647-4Few readers

• Modify order status

  You can change your order status in bulk. Go to Admin Orders All tick all orders that you wish to change the status Click Actions then choose Change status Choose the order status that you wish to change. Then click Save (https://storage.crisp.chat/users/helpFew readers

• Modify fulfillment status

  You can change your fulfillment status in bulk. Go to Admin Orders All tick all orders that you wish to change the fulfillment status Click Actions then choose Change status Choose the fulfillment status that you wish to change. Then click Save (https://storaFew readers

• Modify payment status

  You can change your payment status in bulk. Go to Admin Orders All tick all orders that you wish to change the payment status Click Actions then choose Change status Choose the payment status that you wish to change. Then click Save (https://storage.crisp.chaFew readers

• Staff Assignment

  This guide explains how to assign staff, unassign staff, and filter orders based on staff. Assigning Staff Go to the order detail page, and locate the staff section. (https://usercontent.clueso.io/a4f51deb-69aa-46ba-9c77-605c1474ead5/e5311b63-004a-4d88-81a3-a5dd0dd03b14/446d5ab5-ddfc-4407-b7e1-769943518d37/images/82739af2-44a0-4c2d-856f-6f52Few readers

Printing

• Thermal printer setup

  Step-by-Step Guide: Setting up a Thermal Receipt Printer on Windows with Ethernet Connection Step 1: Unpack and Connect the Thermal Receipt Printer Unbox the thermal receipt printer and ensure you have all the necessary components. Connect the printer to your network usinSome readers

• Printing orders

  To print invoice, and packing slips, shipping label: Go to Admin Orders and tick all the order that you wish to print. Click on ActSome readers

• Supported hardwares

  Printers The Take App is created to facilitate printing from web browsers on a wide range of printers, typically those equipped with an Ethernet connection. However, it is crucial for users to verify compatibility with their specific device (whether Windows or Mac) prior to making a purchase. These are the printers that have been confirmed and verified by the Take App team. EPSON TM-T82X EPSONFew readers

• Export orders in CSV

  You can export orders in CSV file. Go to Admin Orders and click Export Choose the range of orders and Export mode Range of orders Last 100 orders will export the last 100 orders since the last order created Last 5000 orders will export the last 500 orders since the last orderSome readers

• Filter unpaid invoices

  You can efficiently retrieve a summary of all unpaid invoices by utilizing our filter function. Go to Admin Orders and click on filter button (three lines) at the top-right of the orders list. Click Payment Status and choose Unpaid. Now, you'll have a clear view of all unpaid invoices. (https://storage.crisp.chat/users/helpdesk/website/d5b5a99f52847800/screely-173209120966Few readers

• Order Message Summary

  What is Order Summary Message? Order Summary Messages contain key details about an order. This includes customer details, service address and schedule, total and service fee, as well as invoice link. This is very helpful if you'd like to forward a team member, e.g. driver, information about the orders that he needs to deliver. Sample Order Message SummaryFew readers

• Printing order in bulk (simple or standard template)

  Learn how to print orders in bulk with this step-by-step guide. Step 1: Navigate to Order. Step 2: Select All. (https://usercontent.clueso.io/a4f51deb-69aa-46ba-9c77-605c1474ead5/68a693db-b234-4627-9daa-9c0c18501330/f2e175f5-6ecc-479Few readers

• Delete orders

  Aside from editing the orders, you can also completely delete any orders. Go to Admin Orders All Tick all the orders that you wish to delete click Action and choose Delete orderFew readers

• Bulk edit order

  You can edit your order detail in bulk without going to each order individually. Go to Admin Orders All and click Bulk edit Edit the order detail as you need to then click Save.Few readers

• Print packing list

  You can print your packing list in bulk. Go to Admin Orders All Tick all the order that you wish to print Click action and Print packing listFew readers

• Order's Internal notes

  You can add internal notes on your order detail for your team or yourself to read. This notes will be invisible to customers. Some use case of internal notes: Delivery driver name notes Down payment marker (with amount) Internal notes for other team member to read Go to Admin Orders All and click on the order that you wish to add "Internal notes" Navigate to "Internal noteFew readers

• Sharing invoice link

  After order is created, you can share the invoice link to your client or staff to notify them (in case they do not see it). Go to Admin Orders All and click on the order that you want to share its invoice link Click on the "Link button" at the invoice section (top right corner) (https://storage.crisp.chat/users/helpdesk/website/d5b5a99f52847800/screely-1727450641946ilbj02.pnFew readers

• Download orders as PDF files

  Learn how to download orders in bulk with this step-by-step guide. Step 1: Navigate to Order . Step 2: Select All . (https://usercontent.clueso.io/a4f51deb-69aa-46ba-9c77-605c1474ead5/68a693db-b234-4627-9daa-9c0c18501330/f2e175f5-6ecc-4791-8ebe-9f4e5be0d995/images/415ac088-6f3b-4037Few readers