Retail Sales Orders - Manage Existing Retail Orders

How to reference order details on existing SALES ORDERS for Retail Customers, and manage the subdocuments.

#From the Orders list view, click on the retail order you would like to reference/manage:

If easier, you can filter/sort your list view by order type

#The form will populate with the default information and type entered in the Customer record.

#Addresses and Contacts: They pull from the Customer record. They can be amended directly on the order if your system settings allow you to do so.

For more information on adding different store, delivery and accounts addresses

The new basket icon will identify that you are working on a Retail Order.

#The Retail Order will open with the details from your Shopify Connector/ Manually created retail order:

#Order Reference

#Use this field to enter a reference for the retail order (if applicable)

It's likely you will have an internal format for how you manage your retail order numbers. If you are using the Shopify connector, this would have imported with the Shopify order number for reference

#Customer Reference

#This pulls through from the Customer Record but it can be added/amended directly on the Sales Order

You can enter information as a default in the Customer Record, for more information, read this

Delivery Period

#This pulls through from your Season Settings but it can be added/amended directly on the Sales Order

#Delivery Start and Delivery Cancel: Use them if you have agreed on specific dates with your customer. When left empty, these fields don't show on the PDF

#Shipper and Shipping Terms

#These pull through from the Customer Record but they can be added/amended directly on the Sales Order if you would like to declare them on your retail orders:

#Order Tag

#If you have created order tags in your Settings, you can assign an internal tag to the Sales Order

For more information on adding Order Tags

Creating a specific order tag for your retail orders will assist you in interpreting your sales order reports and allow you to filter by/exclude retail orders accordingly as required.

#Order Priority

#If you have created order priorities in your Settings and assigned to a Customer, this will automatically pull through. You can also add/amend directly on the Sales Order

For more information on adding Customer Priorities

#Payment Terms, Payment Due (days) and Bank Details

#These pulls through from the Customer Record but they can be added/amended directly on the Sales Order if required

#Comments

#This pulls through from the Customer Record but it can be added/amended directly on the Sales Order

For more information on adding Customer Notes

#Order Status

ACTIVE: a New Order is active by default

APPROVED: depending on the user permission, an order will be created already Approved or Not Approved, which means it will need to be approved by another user before Zedonk will include it in the calculation for production.

LOCKED: a New Order is unlocked by default. Some users have system permission to lock/unlock Sales Orders.

FORCE CLOSE: this is unselected by default. It only needs to be selected when an order is cancelled or it no longer needs to be delivered.

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