Welcome to our Quick Start guide to Managing Orders! This is part of our Getting Started section designed to help you quickly get up to speed with key features and workflows in Ordermentum.
In this article, you'll learn how to find, edit, confirm, and process your orders. For a more detailed walkthrough, be sure to check out our Ordering & Schedules section.
Table of Contents
How to Find My Orders
Accessing Orders
When you receive an order, you will get an email notification. Alternatively, you can access your orders directly via the Orders tab on the main navigation bar.
Viewing Orders
Orders are listed in chronological order in the Orders tab, with the most recent orders appearing at the top. You can filter these orders by date or payment state, and set up custom filtering for specific needs.
Order Details
To view the details of an order, simply click on the Order number. This will allow you to view, edit, or confirm the order.
Managing Orders
Reviewing the Order View & Making Order Edits
In the order view, you can edit various details such as:
Order Placed (1): The date the order was created
Delivery Day (2): Adjust the scheduled delivery date.
Invoice Date (3): The date the invoice was generated.
Due Date (4): The date the payment is due.
Product Quantities (5): Change the quantity of items in the order.
Edit Order (6): To make any edits or changes to the order (note: Once an order is Paid it cannot be edited)
Freight Cost (7): The freight cost if there was freight added to the order.
Comments and PO Reference (8): If there are any comments or a PO Number reference you will see them here.
Confirming Orders
To confirm the order, click "Confirm and notify" located at the top right. Additional options such as cancelling an order or confirming without notifying the customer are available in the dropdown menu.
[ Need Confirm and Notify screenshot]
Cancel an Order
If you need to cancel and order, select the dropdown arrow at the top right of the order and select Cancel Order.
Refunding an Order
Enable Refunds: Refunds are enabled on an account basis, to enable refunds for your account please reach out to support by selecting the chat icon in the bottom right hand corner.
To process a refund, select the Invoice and the refund option will show after selecting the dropdown icon in the top right hand corner.
Note: Refunds can only be completed 30mins after an order has been paid.
Print & Email options from the Order View
From the dropdown menu next to "Print Invoice," you can:
Add Tracking: Insert a tracking number from TNT, Australia Post, or Aramex for customer tracking.
Email Invoice/Order Confirmation: Send a confirmation or invoice directly to the customer.
Print Delivery Slip: Save a printable PDF of the delivery slip.
Print Pick Slip: Save a printable PDF of the pick slip.
