Manage Your Orders
View, filter and manage customer orders and submissions.
Managing and Editing Received Orders: Backend Administration Guide
Learn how to efficiently manage, view, and edit orders submitted through your cost estimation forms.
Accessing Orders
Accessing the stored orders for a specific form is a breeze. Simply click on the "View Orders" button located in the forms list panel, or hit the "Orders" button in the form toolbar while in the form edition panel.
Orders Panel Overview
This panel presents all the orders submitted via the current form:
Orders List Panel
Order Actions
Each order row hosts action buttons that empower you to:
View Order
View detailed information about the order including all selected items and options.
Edit Order
Modify order details, prices, and selected items.
Download Order as PDF
Generate and download a PDF version of the order.
Access Customer Account
View and manage the customer's account information.
Delete Order
Permanently remove the order from the system.
Viewing and Editing Orders
Viewing Orders
Upon clicking the "View Order" button, you gain the ability to modify the order status, edit it, and dispatch it to the customer via email.
Resending Order Emails
You can resend the order confirmation email to the customer at any time from the order view page. This is useful if the customer didn't receive the original email or if you've made changes to the order.
Editing Orders
Editing an order lets you alter item names and prices at will. Utilize the "+ Item Row" and "+ Step Row" options to append new rows to the summary table. The "Modify Total" button facilitates adjustments to the single total price, subscription price, and VAT price (provided these options are enabled in the form settings).
Adding Items
Add new items or entire steps to an existing order to accommodate additional customer requests.
Modifying Totals
Adjust the total price, subscription price, or VAT amount to account for discounts, additional charges, or corrections.
Order Management Best Practices
- •Regularly review new orders to ensure timely processing and customer satisfaction.
- •Update order statuses to track progress and keep customers informed.
- •When editing orders, always communicate changes to customers to maintain transparency.
- •Use the PDF download feature to create professional invoices or quotes for customers.
- •Regularly back up your orders database to prevent data loss.
Pro Tip: Create a consistent workflow for processing orders to ensure nothing falls through the cracks. Consider setting up specific times each day to review new orders, update statuses, and follow up with customers.