Useful Information
If products have been delivered at the point of sale, the Order will already be marked as Complete
For products issued at a later date the Order will be Open until the status has been changed to Complete
Manage Orders
- Go to the Orders tab
- The Orders management screen is displayed
(If you see Stock level management displayed, then click on View orders at the bottom left of the screen) - You can also generate an Orders Report to help manage your outstanding Orders
- Select the Order to be completed. If not all products are to be delivered click on the + sign to expand the order.
Select each individual product and follow the instructions below. - On the left select Update status or give refund
- Select from the following options:
Open | The Order is still open and no action has been taken |
| Received: ready for delivery | This status is optional but can be used as an internal aide-memoire to indicate that a delivery has been received in school from the supplier and is ready to give out |
| Complete | The Order has been handed over to the customer and marked as Complete |
| Cancelled | The Order has been Cancelled and a Refund is due |
See also
Orders Report
Refunds Required Orders Report
Online Payment Refunds
Refer to the relevant sections here:
