Order and reservation management

ORDERS

It is important that you correctly manage the orders in your online store and therefore, we put at your disposal a simple tool with which you can know the status of each order and (if necessary) what action(s) required on your part, the products purchased and the corresponding shipping and information about the customer. In addition, orders are registered on your website and you will be able to see them thanks to theorder management tool. Click on the "See detail" button to expand the information of an order.

How orders work

When a customer places an order, you receive an email (in the email account with which you have registered on the platform) with the details of the order and this information is recorded in your order list.
In the list you will be able to see if any action is required on your part (for example, marking as "paid" for an order paid via bank transfer, etc.).
Every time you perform a relevant action in the order panel, your customer will receive an automatic informative email (for example, if you mark the order as 'paid' when receiving a bank transfer).

Enter “my orders” from your control panel.

Click on the "see details" button to expand the information of an order.

NOTE: By clicking on "uncompleted purchases", you will be shown a list with those purchases that have been started but for some reason have not been completed successfully. In principle, they are not purchases that you have to process. It is common for these to be purchases that have not been finalized due to lack of some information on the part of the buyer in the payment process. We show you this information so that you can manage it in the way you see fit and you could recover potential buyers.

1. Order status

The order status can be:

Pending: If the customer has selected a payment method " not immediate" such as payment in hand or transfer.

In this case, you can check "Collection" when you receive the payment from the customer.

You can also "cancel the order" if, for example, the customer has not paid for the order.

When you perform any of the actions, your client will receive an automatic email informing them of the action taken on your part.

An order may also be marked as 'pending' if the customer, for some reason (cart abandonment, card problems, etc.), has not completed the purchase with a credit card.

Charged: if the client has used an immediate payment method such as "virtual POS" or "Paypal".

If for any reason you must proceed to cancel the order (example: you do not have the products and you have forgotten to unpublish them), you have to take into account that the payment has already been made. For this reason you must contact the client to manage the refund of the amount paid. Once done you must mark as 'Reintegrated'. The client will receive an automatic email informing them of the situation, but you must make the refund yourself.

2. The references that have been purchased and the shipment:

You will be able to see the products purchased by the customer, as well as the transportation configuration that has been applied to this shipment:

In this case, as an example, a transport configuration “Shipping Zone 2” has been used. The platform automatically selects in real time the optimal transport configuration for your client - from all those that you have associated with the references -, based on the origin, destination and characteristics of the shipment (quantity, weight, etc.).< /p>

Activity record

Order status configuration: You can modify the order status in the panel that appears. shown in the screenshot (as an example, in the screenshot above, you could change the status to "ready"). This way you can also go from "ready" to "in transit" and from "in transit" to "delivered".

Information about the status of the order: Click on the button with the document symbol (as it appears in the image above, to the left of "ready") to see information about each of the phases of the shipment of the order. order. As shown in the image below, you will have available the record of the date/time, the status, who has modified the status and any observations they have made in each of the phases.

3. Information about the customer who made the purchase

Customer data. Whether the customer picks up the order or requires a transportation service, you will be able to see their details in the box.

Note: Orders can be paid through different payment methods (hand payment, payment by bank transfer, payment through Paypal and payment by credit card) and they will or will not need a transport service, depending on how you have configured the references.

RESERVATIONS

How do reservations work?

When a client requests a reservation on your website (whether a general reservation or a specific service), you receive an email (in the email account with which you have registered on the platform) with the details of the same and this information is recorded in your reservation list.
When you receive a service reservation on your website, you must contact the client to confirm it.

To access the list of reservations, enter your control panel and click on 'see reservations'. Be careful! This button will only appear visible once the first service reservation is made on your website. The reservation list shows the reservation code that is assigned automatically, the date and time in which the reservation was made, the customer's telephone number, customer comments, and optionally, if it is a reservation for a concrete service.

Has this article been useful for you? Yes No