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
If you would like to cancel an order and have the funds go back to the parent via VMS, then please follow the steps here instead
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 |
Please Note: If you would like to refund the payment back to the parents payment card via VMS, then please follow the steps available here instead.
See also
Orders Report
Refunds Required Orders Report
Online Payment Refunds
Refer to the relevant sections here:
