Draft:Advanced Order Management - Revision history

Dohtur: /* Editing order totals */

2013-04-30T17:57:28Z

‎Editing order totals

Dohtur: /* Creating orders with Advanced Order Management module */

2013-04-30T17:40:14Z

‎Creating orders with Advanced Order Management module

Dohtur at 17:38, 30 April 2013

2013-04-30T17:38:10Z

Dohtur at 17:25, 30 April 2013

2013-04-30T17:25:52Z

Dohtur: /* Creating orders with Advanced Order Management module */

2013-04-30T16:56:06Z

‎Creating orders with Advanced Order Management module

Dohtur at 16:13, 30 April 2013

2013-04-30T16:13:13Z

Dohtur: /* Viewing the history of changes */

2013-04-30T14:35:31Z

‎Viewing the history of changes

Dohtur at 14:33, 30 April 2013

2013-04-30T14:33:06Z

Dohtur: /* Saving changes */

2013-04-30T14:04:03Z

‎Saving changes

Dohtur: /* Saving changes */

2013-04-30T12:01:44Z

‎Saving changes

@@ Line 113: / Line 113: @@
 :* If at the time of order placement a global discount was applied to the order, it is possible to change the discount amount that was applied. Also, if no discount was applied when the order was placed, it is possible to manually add a discount to the order. Note that when you change the discount amount via Advanced Order Management, the changes will affect only the order you are editing, the global discount settings on the Catalog->Discounts page won't be changed.<br />[[File:Aom_discount.png|border]]<br />To add or edit a discount: Select the '''Use other discount''' check box, then enter the discount amount you require and specify whether the discount is expressed as an amount in currency units or as percentage off.<br /><br />
 :* If at the time of order placement a discount coupon was applied to the order, it is possible to edit the savings that the coupon applied to the order provides. Also, it is possible to manually add a coupon to the order. Note that when you change the coupon savings amount via Advanced Order Management, the changes will affect only the order you are editing, the coupon itself - as configured on the Catalog->Coupons page - won't be changed.<br />[[File:Aom_coupon.png|border]]<br />To add or edit a discount coupon, do one of the following:<br />1) From the '''Coupon saving''' drop-down box, select the coupon you want to be applied to the order.<br />''or''<br />2) Select the '''New coupon saving''' check box, then enter the coupon amount you require (expressed in currency units).<br /><br />
-:* <br />[[File:Aom_shipping.png|border]]<br />
+:* The shipping cost for the order typically depends on the merchandise ordered, the shipping method selected and the address to which the order needs to be shipped. If any of these are changed via Advanced Order Management, the shipping cost for the order is re-calculated and updated automatically. However, if you wish to define the shipping cost for the order manually, you can easily do so by selecting the '''Use fixed shipping cost''' check box below the '''Shipping cost''' field and entering the desired amount into the respective field.<br />[[File:Aom_shipping.png|border]]<br />
 :* Taxes are not editable via Advanced Order Management.<br />[[File:Aom_tax.png|border]]<br />When editing an order via Advanced Order Management, you can see which taxes were applied at the time of order placement and their amount, but you cannot edit the amount or remove the tax. However, the tax amount may be updated automatically if the order's subtotal, discounted subtotal and/or shipping cost change as a result of the order being edited via Advanced Order Management (Whether or not the tax amount will be updated depends on the configuration of the specific tax).<br />Note that a tax applied to the order at the time of order placement may not be replaced by another tax as a result of any changes made to the order via Advanced Order Management. Example: Your store has a tax that applies to orders shipped to Tennessee. When a customer from New York places an order at your store, this tax for Tennessee residents is not applied. Then the customer requests a change of shipping address so their order is shipped to Tennessee instead of New York. You can change the state from New York to Tennessee in the customer's shipping address via the <u>Edit customer information</u> section in Advanced Order Management; however, this will not cause the tax for Tennessee residents to be applied to the order.<br /><br />
 :* Payment method surcharge is not editable via Advanced Order Management: you cannot manually add a surcharge or edit the amount of an existing surcharge.<br />[[File:Aom_payment_surcharge.png|border]]<br />However, if you change the payment method for the order replacing a payment method without a surcharge by a payment method with a surcharge, the new surcharge (it will be shown in the '''Current''' column) will be automatically applied to the order. Also, if you change the payment method from one with a surcharge to another one without a surcharge, the surcharge amount will be removed from the order when the payment method is updated.

@@ Line 43: / Line 43: @@
 ## Use the 'Search for users' form to find the customer you require.
 ## In the search results, select the customer and click '''Submit''':<br />[[File:Search_for_users1.png]]<br />The name of the customer you selected appears in the '''Customer''' field on the 'Create order' page:<br />[[File:Create_order0.png|border]]<br />
-# Click '''Create new order'''.<br />This opens the Advanced Order Management page where you can create the order.<br />You are now at the [[#Editing_ordered_products|'Order #X: edit products' screen]] where products can be added to the order:<br /> [[File:Create_order1.png|border]]<br />For access to the other sections of the Advanced Order Management page, use the [[#AOMLinks|links at the top of the page]].
+# Click '''Create new order'''.<br />This opens the Advanced Order Management page where you can create the order.<br />You are now at the [[#Editing_ordered_products|'Order #X: edit products' screen]] where products can be added:<br /> [[File:Create_order1.png|border]]<br />For access to the other sections of the Advanced Order Management page, use the [[#AOMLinks|links at the top of the page]].
 # Create the order by defining all the necessary order details:
 #* add products;
 #* enter customer information;
-#* choose the payment and shipping methods, add a global discount/discount coupon, check and adjust the shipping cost, etc.<br />For detaileds, see the section [[#Advanced Order Management operations|Advanced Order Management operations]].<br /><br />
+#* choose the payment and shipping methods, add a global discount/discount coupon, check and adjust the shipping cost, etc.<br />For details, see the section [[#Advanced Order Management operations|Advanced Order Management operations]].<br /><br />
 ==Advanced Order Management operations==

@@ Line 43: / Line 43: @@
 ## Use the 'Search for users' form to find the customer you require.
 ## In the search results, select the customer and click '''Submit''':<br />[[File:Search_for_users1.png]]<br />The name of the customer you selected appears in the '''Customer''' field on the 'Create order' page:<br />[[File:Create_order0.png|border]]<br />
-# Click '''Create new order'''.<br />This opens the Advanced Order Management page where you can create the order. You are now at the [[#Editing_ordered_products|'Order #X: edit products' screen]] where products can be added to the order:<br /> [[File:Create_order1.png|border]]<br />You can switch to the other sections of the Advanced Order Management page using the [[#AOMLinks|links at the top of the page]].
+# Click '''Create new order'''.<br />This opens the Advanced Order Management page where you can create the order.<br />You are now at the [[#Editing_ordered_products|'Order #X: edit products' screen]] where products can be added to the order:<br /> [[File:Create_order1.png|border]]<br />For access to the other sections of the Advanced Order Management page, use the [[#AOMLinks|links at the top of the page]].
+# Create the order by defining all the necessary order details:
-<br /><br />
+#* add products;
 ==Advanced Order Management operations==

@@ Line 25: / Line 25: @@
 ==Editing orders with Advanced Order Management module==
 To edit an order with Advanced Order Management, do the following:
-# In your store's back end, [[X-Cart:Orders#Finding_orders|find the order]] you want to edit and open its details. Now that Advanced Order Management module is enabled at your store, the 'Order details' page contains a button titled '''Modify''':<br />[[File:Order_details_modify.png|border]]<br />
+# In your store's back end, [[X-Cart:Orders#Finding_orders|find the order]] you want to edit and open its details. Now that Advanced Order Management module is enabled at your store, the 'Order details' page contains a button titled '''Modify''':<br />[[File:Order_details_modify.png|border]]<br /><div id="AOMLinks"> </div>
 #  Click the '''Modify''' button. This opens the 'Advanced Order Management' page where you can edit the order:<br />[[File:Aom.png|border]]<br />The top of the page provides links for access to the sections of the 'Advanced Order Management' page:<br />
 #* <u>[[#Previewing order details|Preview order]]</u>: Allows to preview the order details at any moment during the editing process.
@@ Line 41: / Line 41: @@
 # If the buyer for whom you are going to create the order does not have an account with your store, move on to the next step. If the buyer is an existing customer, select the customer account for which the order will be created:
 ## Click '''Select customer'''. The 'Search for users' form opens in a new window:<br />[[File:Search_for_users.png]]<br />
-## Use the 'Search for users' form to find and select the customer you require:<br />[[File:Search_for_users1.png]]<br />
+## Use the 'Search for users' form to find the customer you require.
-After you click '''Submit''', the name of the customer you selected will appear in the '''Customer''' field on the 'Create order' page:<br />[[File:Create_order0.png|border]]
+## In the search results, select the customer and click '''Submit''':<br />[[File:Search_for_users1.png]]<br />The name of the customer you selected appears in the '''Customer''' field on the 'Create order' page:<br />[[File:Create_order0.png|border]]<br />
-[[File:Create_order1.png|border]]
+# Click '''Create new order'''.<br />This opens the Advanced Order Management page where you can create the order. You are now at the [[#Editing_ordered_products|'Order #X: edit products' screen]] where products can be added to the order:<br /> [[File:Create_order1.png|border]]<br />You can switch to the other sections of the Advanced Order Management page using the [[#AOMLinks|links at the top of the page]].
 <br /><br />
 ==Advanced Order Management operations==

@@ Line 39: / Line 39: @@
 To create an order with Advanced Order Management, do the following:
 # In your store's back end, go to the 'Create order' page (Orders->Create new order):<br />[[File:Create_order.png|border]]<br />
-# If the order needs to be created for an existing customer, select the customer account for which the order will be created:
+# If the buyer for whom you are going to create the order does not have an account with your store, move on to the next step. If the buyer is an existing customer, select the customer account for which the order will be created:
 ## Click '''Select customer'''. The 'Search for users' form opens in a new window:<br />[[File:Search_for_users.png]]<br />
 ## Use the 'Search for users' form to find and select the customer you require:<br />[[File:Search_for_users1.png]]<br />
-:[[File:Create_order1.png|border]]
+After you click '''Submit''', the name of the customer you selected will appear in the '''Customer''' field on the 'Create order' page:<br />[[File:Create_order0.png|border]]
 <br /><br />
 not possible to add gift certificates

@@ Line 141: / Line 141: @@
 ===Viewing the history of changes===
-All changes made an order via Advanced Order Management are stored to the order's History of changes. In your store's back end, it is possible to view the History of changes for any order by clicking the <u>History of changes</u> link on the Advanced Order Management page:
+All changes made to an order via Advanced Order Management are stored to the order's History of changes. In your store's back end, it is possible to view the History of changes for any order by clicking the <u>History of changes</u> link on the Advanced Order Management page. The history of changes opens in a new window:<br />
-[[File:Aom_history.png|border]]
+:[[File:Aom_history.png|border]]
 The customer who placed the order can view its history of changes in the Order history.
 <br /><br />
 ==See also==
 * [[X-Cart:Gift_Certificates|Gift Certificates]]

@@ Line 114: / Line 114: @@
 ===Saving changes===
 :[[File:Aom_save.png|border]]
 :[[File:Aom_save_confirm.png|border]]
 :[[File:Aom_changes_comments.png|border]]
 :[[File:Aom_changes_comments1.png|border]]
-:[[File:Aom_history_customer.png|border]]
 ===Viewing the history of changes===