The Sales Orders List screen displays all your sales orders and can be found under the Sales menu.
You can open any sales order by clicking anywhere on the row. The link in each row is just for the obsessively compulsive among you. You can also quickly preview a sales order by selecting the Product Details button in the row. This will display a thumbnail photo and the product’s name for each product on the order.
You can sort the list by clicking on any underlined column header. An arrowhead depicting an ascending or descending sort order will be displayed above the sort based column. Sorting is not available when the list has more than 10,000 items.
You can discern your Trade Me sales and Shopify sales by the Type icon. Shopify POS sales also have their own icon. You could also filter the list by Sales Order Type. Alternatively, opening each individual order will reveal a link near the sales order number, which will open the order in the selling channel itself.
Where Trade Me buyers have supplied an address, the buyers full name and their Trade Me username will both be displayed.
You can also export your sales orders with the Export button.
Navigating your orders
You can choose to view either 10, 20 or 50 orders at a time, by selecting the Items per page link at the bottom of the list.
You can also view the next set of orders or a nominated page by using the other set of links at the bottom of the list. Including specifying the exact page set to view by typing a number into the blank text field (only available when 5 or more page sets exist).
An up arrow at the bottom also allows you to quickly to go to the top of the screen.
Orders that have been combined automatically or manually will be displayed with an icon that reflects multiple sales orders. Orders that are combinable candidates will be displayed with an icon that includes a plus sign.
You can either open a sales order to manually combine the sales orders or apply a filter to the list to find the combine candidates.
You can opt to automatically combine Trade Me orders.
Sales orders assigned to Shopify POS are excluded from being considered as combined candidates.
The Sales Order screen has a tab for each order status, as well as an All tab. When you click on each tab, you will only see orders that correspond with that order status. The tabs also display the number of sales orders for each status. Be aware that these counts will only update when you refresh the screen or return to the screen. Alternatively, each tab will update independently when you select it.
To mark several orders at once, as paid, from the list select the checkboxes of the orders to mark as paid. Once an order is selected, the Mark as Paid button should enable. Use this button to mark the selected orders as paid.
If the paid sales orders have remained on the Pending tab, then there will be more components of the order to update, like manual approval etc, before the order can progress to Awaiting Shipment.
To mark several orders at once, as manually approved, from the list select the checkboxes of the orders to approve. Once an order is selected, the Manually Approve button should enable. Use this button to mark the selected orders as approved.
If the sales orders have remained on the Pending tab, then there will be more components of the order to update, like missing addresses or payment etc, before the order can progress to Awaiting Shipment.
You can apply labels to multiple orders at a time by using the selector drop-down just above the Sales Order List. Just remember to select Apply.
Selecting the Show Filter button located above the list will display a set of useful search options. Remember to apply the search once you have entered all your search criteria. Watch out for the tab you currently have selected when you view your search, because each tab reports different statuses.
Be aware that any applied searches will persist during the logged in session. You may wish to remove the search criteria at the conclusion of any search.
You can also use the search to find words or codes that you can only partially remember, by using wildcard search characters to search on some of the fields. These include the underscore symbol and the percentage symbol. Use the underscore to search any single character matches. Use the percentage to search on any combination of characters.
Eg, If you wanted to search on a word/code like Sandbox, then here are some of the plethora of examples which will work: sand%, s%x, %sandbox%. If you know most of the word/code you are looking for, except for a single character, then try some of these examples: s_ndbox, sand_ox, s___bo_, _and__x.
The Approval options relate to sales orders which need to be manually approved.
The Reminder options relate to overdue Trade Me sales, which are missing payment or an address.