Sometimes the existing options are not enough, and you really wished you had another way to categorize your online sales within Toniq Retail. Que custom statuses.
From Main Menu:
7. Administration
6. Module Administration
4. Maintain eShopLink
3.Maintain online sale status
Spacebar will give a list of all existing statuses loaded within the system. This includes the built in Toniq statuses. All statuses are listed alphabetically.
Processing |
This is the default status for all new orders received into Toniq Retail. |
Picking |
This status is automatically applied after picking slips are printed. This is the 2nd step in dispatch processing. |
Partially Complete |
Will be automatically assigned to the online sale when only a portion of the items ordered are sent to courier. This status will update to Complete automatically when the remaining items are picked and sent to courier. |
Completed |
Orders which have been completed, or unable to process further should be changed to Completed. This is the final step in dispatch processing and will also be automatically applied when completing PPD process. |
Cancelled |
Can be assigned to orders where the customer has cancelled their online order. |
Partially Refunded |
Can be set against an online sale while processing any refunds. Might be useful for tracking refunds in progress. Please note, cancelling an order from this area DOES NOT return items to stock. A credit sale will need to be manually created to reverse the initial sale. |
Refunded |
Similar to Cancelled, this status can be applied to the original online sale if items were returned after being sent. Please note, cancelling an order from this area DOES NOT return items to stock. A credit sale will need to be manually created to reverse the initial sale. |
No update |
This option can be set for online sales to prevent additional online sale updates from being downloaded/applied. Can be used for special circumstances, or for keeping track of problematic online orders. |
If you select a built-in status, you can see the settings, but the options are disabled (greyed out).
Please note: Statuses CANNOT NE DELETED once created. Only hidden.
Use [F3 Add] to create a new status from the selection screen.
Fill in the required options, then [F12 Accept Details] to save.
Is processed: means processing of the sale has been finished in one way or another, example either it is sent successfully to the customer (Completed), Cancelled, Refunded, or No update. If selected, sales with this status are excluded from the Outstanding online order extract.
Is fulfilled: means the sale is not actively being worked on due to being fully or partially processed. Toniq statuses that are fulfilled are Completed, Cancelled, Refunded, Partially Refunded, Partially Complete. If selected, sales with this status are excluded when the All-unfulfilled online orders option is used on the Maintain Online Sales in bulk screen.
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