order processing in miva merchant 9
TRANSCRIPT
Orders Screen Overview
1. Filters
2. Batches
3. Batch Reports
4. Creating a Shipment
Filters are you friend
Filters: Date Range
Filters: Batch
Filters: Payment Status
Filters: Order Status
Batches
A Batch is a collection of orders, grouped together and given a name.
● You can create and delete Batches, but you cannot edit a Batch.
● An order can only be in one Batch.● To remove orders from a Batch, you have to transfer
them to another Batch. ● After you create a Batch, you can view the orders in the
batch, capture funds, or run a report on the Batch.
Creating a Batch
View the Orders in a Batch
Transfer Orders between Batches
1. View the orders in a batch.
2. Select one or more orders and click the Create Batch button.
3. The orders will be removed from the old batch and placed in the new batch.
Capturing Payment in Batch
1 Before you can capture payment for a Batch, each order in the Batch must have had the payment Authorized. If necessary, you can do this by clicking on each order in the Batch. In the Order dialog box, click on the Authorize button.
2 Select one or more orders in the Batch.
3 Click the Capture Payment button.
Running a Batch Report
1 Select one or more orders.
2 Click Batch Report.
3 In the Run Batch Report dialog box, select the Batch Report that you want to run and click Run Report.
Create Shipment
To place an entire order in one box (with a single pick number for the entire order), select the order in the Manage Orders screen and click Create Shipment.
Create ShipmentTo create separate pick numbers for different items:1 Edit the order. 2 Select one item and click Create Shipment 3 Repeat with the other items that you are ready to ship. Note that after you use Create Shipment to assign a pick number to an item, you can no longer edit that item.
Edit Order Screen Overview
1. Emails
2. Adding Items to an Order
3. Authorize / Capture Payment
4. Create a Shipment / Enter Tracking #
Order Emails
Use the Order Emails link and dialog box to manually send emails to customers while you are editing an order.
Add Items to an Order
1 In the edit order screen, click Add Item(s). 2 In the Add Items dialog box, start typing the code of a product and the system will list all of the product codes that match what you have entered.
Add Items: One off charges
The Add Attribute button in the Add Item(s) dialog box can be used to add miscellaneous items and charges to the order.
Authorizing Payment
Capturing Payment
Edit Shipping/Tax/Other Charges
Generate Shipping Label
Enter Tracking Number
Tracking Number LinksThe tracking number now appears as a clickable link in a few places:
1 In the > Order Processing > Shipments tab.
2 When the customer looks at the Order History screen:
Mark Patterson