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
Managing 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) - 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
Refund a Pupil
Online Payments Refunds
Refunds Required Orders Report
Refer to the relevant sections here:
