How to manage your orders
This article applies to 123 Reg Online Shops
Once your orders have been placed through your shop, you will need to be able to view them and begin to process them. This will also show you how to create an invoice. Please follow the relevant instructions for your package:
Bought before October 2015
Log into your 123 Reg Online Shop. Click Orders from the menu bar, and then select Orders from the drop down menu.
You will then be able to view your orders. Click on the Order number to see the order information.
Your orders will show you the customer’s details, payment method and order amount.
Creating an invoice
Click on the Documents tab at the top of the page.
Click the Add icon, and then select Invoice from the drop down list. This will create an invoice for this order.
Click the Invoice link to open the invoice and allow you to edit it.
Here you can edit the invoice, adding in notes and changing the dates. You can also use the tools at the top of the page to Print, Download or Send the invoice.
Bought after October 2015
From your store’s management dashboard, click on My Sales. The select Orders from the drop down menu that appears.
This will then open up a panel with all current orders made from your store. You’ll be able to see the details of each customer and if their payments have been completed or not.
As you go ahead an process an order, you can change the status of it by clicking directly on it. A drop down menu will appear, where you can select the new status.
You can also do the same if you’d like to change the payment status for an order. Again, click the current status and choose the one you’d like to change it to from the drop down that appears.
Clicking the Update Order button on the right hand side of the box, and then clicking Edit Order, will allow you to change various aspects of the customer’s order, from their contact details and addresses to their order quantity and shipping fees.
To send an invoice to your customer, simply click Print Invoice on the right hand side of the order details box. This will immediately create and open a copy of an invoice, which you can then print out.
You can also view the order details of any customers who exited away from your store at the checkout stage. To do so, simply click My Sales and then Abandoned Carts from the drop down menu.
You can encourage these customers to complete their abandoned purchase by sending them an email. To do so, click Send Email.
You can then go ahead and type out the content of your recovery email. You can preview the email and how it will look on desktop by clicking Preview Email. When you’re happy with it, click Send Email.