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Articles on:Sales
Help with orders & invoice matters.

Categories

  • Getting Started
  • Products
  • Sales
  • Customers
  • Purchases
  • Shipment, Pick & Pack
  • Integrations
  • Couriers
  • Settings
  • Account & Billing
  • Troubleshooting
  • How to create a return and restock items
    How to create a return and restock items Create a quick order. Add item and change quantity to -ve value. Select PICKUP as a shipping method. Click Proceed and Invoice (https://storage.crisp.chat/users/helpdesk/website/4c84d8fee9235800/screen-sFew readers
  • How to delete order in Ricemill.
    In this article: How to delete order in Ricemill. How to unpick order in Ricemill. How to delete order in Ricemill. (1-how-to-unpick-order-in-ricemill) Step 1: Go into Order View page. Click on the Action button and select "Cancel anFew readers
  • Create a quick sale order
    Step 1:  Go to Sales Quick Order Step 2: You can choose to use existing customer details or enter new customer details for Billing and Delivery Address. Option 1: Search existing customer using company or name (https://storage.crisp.chat/users/heFew readers
  • How to mark order as processing?
    To mark the order as processing, you do so by generate an invoice for the order. Go to the order's view page. Click "Generate Invoice". Click "Confirm". The status of the oder will be changed to ProcessingFew readers
  • How to edit order's addresses?
    Step 1: Go to order's view page Click on "Edit" button on the right of Billing Address or Delivery Address Step 2: Make your changes and click on "Save Address"Few readers
  • How to hold an order?
    Hold an Order Sales -Sales Orders Go into Order View page Select "Hold" from "Status" dropdown Un-Hold an Order Sales->Sales Orders. Go into Order View page. Select "Un-Hold" from "Status" dropdown. When order is on-hold: You will not be able to include the order in a manifest. All parcels created for the order will be marked as "hold".Few readers
  • How to verify sales orders?
    Verify Sales Orders address and approve the order. Step 1:  Go to Sales Search Order Step 2: Click on "To Review" tab to view all orders that need to verify. Step 3: Check the "ReasoFew readers
  • How to export sale order?
    How to export sale order? Step 1: Go to Sales Search Orders Step 2: Use search filter to search for orders you want to export. Step 3: Option 1: Export selected orders only Select order you want to export. Go to Export SelecteFew readers
  • How to force complete order?
    How to force complete order? Step 1: Go to Sales->Sales Orders Step 2: Search for the order you want to force complete Click on the Order number to view Sales Order Step 3: Click on "Action" button on top right Select "Force Complete"Few readers
  • How to set default channel for quick order?
    How to set default channel for quick order? Step 1: Go to Settings Click on "Sales Settings" Step 2: Browse to "Quick Order Settings" section Select the channel from "Default Quick Order Channel" dropdown Click "Save" (https://storage.crFew readers
  • Create quick order with auto pick
    Auto picked products from primary location after quick order created Step 1:  Go to Sales -Quick Order Step 2: Select customer and items Select customer by using search customer Select item by scan barcode or enter SKU Step 3:Few readers

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