X-Cart:Advanced Order Management - Revision history

Dohtur at 18:49, 15 April 2022

2022-04-15T18:49:22Z

Dohtur: /* Saving changes */

2015-05-04T11:03:38Z

‎Saving changes

Dohtur at 19:16, 30 April 2013

2013-04-30T19:16:34Z

Show changes

Seyfin: /* Opening Orders for Editing */

2012-12-19T07:16:43Z

‎Opening Orders for Editing

Dohtur at 09:48, 18 October 2012

2012-10-18T09:48:04Z

Admin: /* Saving Changes */

2010-01-27T13:17:40Z

‎Saving Changes

Admin: /* Editing Ordered Products */

2010-01-27T13:16:34Z

‎Editing Ordered Products

Admin: /* Editing Ordered Products */

2010-01-27T13:13:19Z

‎Editing Ordered Products

Admin: /* Getting Started */

2010-01-27T13:07:51Z

‎Getting Started

Admin: Created page with '== What X-AOM module does == '''X-AOM '''introduces a number of new features enabling you to modify your customers' orders after they are placed. It allows you to add/remove ite…'

2010-01-27T12:40:42Z

Created page with '== What X-AOM module does == '''X-AOM '''introduces a number of new features enabling you to modify your customers' orders after they are placed. It allows you to add/remove ite…'

New page

== What X-AOM module does ==

'''X-AOM '''introduces a number of new features enabling you to modify your customers' orders after they are placed. It allows you to add/remove items from order, edit parameters of the order, change delivery method, change pricing, discounts, shipping and more.

The key features of this module include:

'''1. Editing ordered products'''

* adding new products to the order
* removing products from the order
* updating the options and quantity of ordered products
* editing product prices

'''2. Editing Gift Certificates'''

* changing the amount
* updating the original information (before the certificate has been activated)

'''3. Editing customer information'''

* updating personal and contact information
* editing billing/shipping addresses

'''4. Editing order totals'''

* changing delivery method
* changing payment method
* automatic recalculation of discounts, shipping costs, tax costs and order totals

{{Note1|Note: Pre-captured orders cannot be edited using X-AOM functionality.}}

==Getting Started==

==Editing Ordered Products==

==Editing Ordered Gift Certificates==

==Editing Customer Information==

==Editing Order Totals==

[[Category:X-Cart user manual]]
[[Category:X-Cart modules]]

@@ Line 1: / Line 1: @@
 ==Overview==
-X-Cart's Advanced Order Management module allows you to edit your customers' orders after they have been placed. With this module you can add products to an existing order, remove products from order, update product prices and quantities, add/update discounts and coupons, change the delivery method and shipping cost, etc. In versions 4.5.2 and later, you can also create orders via the store's back end. This may help, for example, when a customer calls in to place an order.
+X-Cart's Advanced Order Management module allows you to edit your customers' orders after they have been placed. With this module you can add products to an existing order, remove products from order, update product prices and quantities, add/update discounts and coupons, change the delivery method and shipping cost, etc. In versions 4.5.3 and later, you can also create orders via the store's back end. This may help, for example, when a customer calls in to place an order.
 Starting from version 4.3.0, the Advanced Order Management module is available as a built-in module in all X-Cart editions. It does not require installation and can be enabled in the Modules section of your store's Admin area.
@@ Line 15: / Line 15: @@
 == Configuring the Advanced Order Management module==
-In X-Cart versions 4.5.2 and later, after enabling the Advanced Order Management module, you should check and adjust the module's configuration settings:
+In X-Cart versions 4.5.3 and later, after enabling the Advanced Order Management module, you should check and adjust the module's configuration settings:
 # In the <u>Modules</u> section (Settings menu -> Modules), click the <u>Configure</u> link opposite the module name ('Advanced Order Management').<br />The module configuration page (titled by the name of the module) opens:
@@ Line 37: / Line 37: @@
 ==Creating orders with Advanced Order Management module==
-To create an order with Advanced Order Management, do the following:
+Order creation with Advanced Order Management is available in X-Cart versions 4.5.3 and later. To create an order, 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 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:

@@ Line 133: / Line 133: @@
 Here you must confirm your decision to save the changes.
-Before saving the changes, you can choose to notify the customer who placed the order, the Orders department and (X-Cart PLATINUM) the provider(s) of the products contained in the order about the changes made to the order via Advanced Order Management.
+Before saving the changes, you can specify whether any other users need to be notified about the changes you made to the order via Advanced Order Management. You have the following options:
 If necessary, you can add comments for the changes you have made:

@@ Line 59: / Line 59: @@
 * <u>Edit order totals</u>: To modify the components that make up the order total (e.g., shipping cost, discount savings, etc.).
-{{Note1|Important: Simultaneous editing of two or more orders during one session can result in incorrect functioning of the module. We recommend that you first finish editing one order before you start editing another order. To finish editing the order, save or cancel the changes and click the Exit button on the <u>Advanced Order Management</u> box.}} Previewing Order Details
+{{Note1|Important: Simultaneous editing of two or more orders during one session can result in incorrect functioning of the module. We recommend that you first finish editing one order before you start editing another order. To finish editing the order, save or cancel the changes and click the Exit button on the <u>Advanced Order Management</u> box.}}
 While editing an order, you may wish to preview the order details. X-AOM allows you to preview the order details at any moment.

← Older revision		Revision as of 09:48, 18 October 2012
Line 29:		Line 29:

	{{Note1\|Note: Pre-captured orders cannot be edited using X-AOM functionality.}}		{{Note1\|Note: Pre-captured orders cannot be edited using X-AOM functionality.}}
		+
		+	Starting from the version 4.3.0, '''X-AOM ''' is available as a built-in module in all X-Cart editions. It does not require installation and can be enabled in the <u>Modules</u> section of X-Cart Admin area.
		+
		+	For versions 4.0.0-4.2.3, '''X-AOM ''' is available as an add-on module which can be purchased and installed separately.

	==Getting Started==		==Getting Started==

@@ Line 87: / Line 87: @@
 . Click the '''Yes''' button to save the modified order to the database, or click the '''No''' button to return to the order preview without saving the changes.
-{{Note1|Important: If you save the changes to the database, you will not be able to undo the changes.}} Deleting Orders
+{{Note1|Important: If you save the changes to the database, you will not be able to undo the changes.}}
 If necessary, you can delete the order and, thus, remove it from the database.

@@ Line 122: / Line 122: @@
 The column <u>Current</u> contains the changed order details which are written to the database after you save the order. The column <u>Original</u> contains the saved order details.
 [[Image:x-aom-04.gif|632px|center]]
 . Use the editable fields in the column <u>Current</u> to modify the available product details.
@@ Line 149: / Line 151: @@
 After you click on '''Edit ordered products''', X-AOM displays the <u>Order # %order_number%: edit products </u>box. The box has the <u>Add product </u>subsection.
 [[Image:x-aom-14.gif|632px|center]]
 . Click the '''Browse''' button to open the <u>Choose a product</u> dialog box.
 [[Image:x-aom-05.gif|637px|center]]
 . Choose a product category from the list on the left and click the '''Show products''' button to display the list of products.
@@ Line 165: / Line 171: @@
 * To add a bookmarked product to the order, click on the product title in the <u>Bookmarks</u> list.
 * To remove a product from the <u>Bookmarks</u> list, click [delete] next to the corresponding product title.
 [[Image:x-aom-06.gif|637px|center]]
 . Click the '''Update''' button to save the changes.

← Older revision		Revision as of 13:13, 27 January 2010
Line 106:		Line 106:

	==Editing Ordered Products==		==Editing Ordered Products==
		+
		+	X-AOM allows you to add, delete and modify products in an order.
		+
		+	=== Editing Product Details ===
		+
		+	For each product in an order, X-AOM allows you to edit product details including the product price, product options and product quantity.
		+
		+	To edit the product details:
		+
		+	1. Open the order for editing (see section [[#Opening Orders for Editing]]).
		+
		+	2. Click on the '''Edit ordered products''' link on the <u>Advanced Order Management</u> box.
		+
		+	After you click on '''Edit ordered products''', X-AOM displays the <u>Order # %order_number%: edit products </u>box. The box has the <u>Product info </u>subsection which includes the list of products in the order. For each product, the <u>Product info</u> subsection displays a list of parameters organized in a three-column table. The values of the parameters are displayed in columns <u>Current</u> and <u>Original</u>.
		+
		+	The column <u>Current</u> contains the changed order details which are written to the database after you save the order. The column <u>Original</u> contains the saved order details.
		+
		+	[[Image:x-aom-04.gif\|632px\|center]]
		+
		+	3. Use the editable fields in the column <u>Current</u> to modify the available product details.
		+
		+	* To change the product price, edit the value of the field <u>Price</u>.
		+
		+	{{Note1\|Note: If you use product options and product variants, the value of the field <u>Catalog price</u> is the price of the default product variant. If the default product variant is not defined, the default product variant completely coincides with the combination of the first valid product options i.e. product options which are enabled and are not excluded from the available product option combinations.}}
		+
		+	* To change the product quantity, edit the value of the field <u>Quantity, item(s)</u>.
		+	* To change the product options, edit the values in the field <u>Selected options</u>.
		+
		+	{{Note1\|Note: Changing the values of the product options does not affect the product cost. If the product price depends on the product options, you must re-calculate and enter the product cost manually.}}
		+
		+	4. Click the '''Update''' button to save the changes.
		+
		+	===Adding Products===
		+
		+	X-AOM allows you to add extra products to the order.
		+
		+	To add a product:
		+
		+	1. Open the order for editing (see section [[#Opening Orders for Editing]]).
		+
		+	2. Click on the '''Edit ordered products''' link on the <u>Advanced Order Management</u> box.
		+
		+	After you click on '''Edit ordered products''', X-AOM displays the <u>Order # %order_number%: edit products </u>box. The box has the <u>Add product </u>subsection.
		+
		+	[[Image:x-aom-14.gif\|632px\|center]]
		+
		+	3. Click the '''Browse''' button to open the <u>Choose a product</u> dialog box.
		+
		+	[[Image:x-aom-05.gif\|637px\|center]]
		+
		+	4. Choose a product category from the list on the left and click the '''Show products''' button to display the list of products.
		+
		+	5. Select a product and click the '''Select''' button to add this product to the order.
		+
		+	6. If necessary, you can bookmark several products and add them to the order later.
		+
		+	* To bookmark a product, select it in the list and click the Bookmark button. The bookmarked product will appear in the <u>Bookmarks</u> list at the top of the <u>Choose a product</u> dialog box.
		+	* To add a bookmarked product to the order, click on the product title in the <u>Bookmarks</u> list.
		+	* To remove a product from the <u>Bookmarks</u> list, click [delete] next to the corresponding product title.
		+
		+	[[Image:x-aom-06.gif\|637px\|center]]
		+
		+	7. Click the '''Update''' button to save the changes.
		+
		+	===Deleting Products===
		+
		+	X-AOM enables you to remove products from the order.
		+
		+	To remove products:
		+
		+	1. Open the order for editing (see section [[#Opening Orders for Editing]]).
		+
		+	2. Click on the '''Edit ordered products''' link on the <u>Advanced Order Management</u> box.
		+
		+	X-AOM displays the <u>Order # %order_number%: edit products </u>box. The box contains the <u>Product info</u> subsection with a list of products in the order.
		+
		+	[[Image:x-aom-15.gif\|632px\|center]]
		+
		+	3. Select the '''Delete''' check box for each product that you want to remove from the order.
		+
		+	4. Click the '''Update''' button to save the changes.

	==Editing Ordered Gift Certificates==		==Editing Ordered Gift Certificates==

← Older revision		Revision as of 13:07, 27 January 2010
Line 31:		Line 31:

	==Getting Started==		==Getting Started==
		+
		+	This section of the manual provides instructions on how to carry out some basic tasks concerning the X-AOM add-on module.
		+
		+	=== Opening Orders for Editing ===
		+
		+	Before you can start changing the order details, you must open the order for editing.
		+
		+	To open the order for editing:
		+
		+	# In the X-Cart Admin area, go to the <u>Orders</u> section (<u>Management menu->Search for orders</u>).
		+	# Use the <u>Search for orders</u> form to find the order you want to edit.
		+	# Click on the order number to display the order details.
		+	# Click the '''Modify''' button to see the <u>Advanced Order Management</u> box.
		+
		+	[[Image:x-aom-01.gif\|632px\|center]]
		+
		+	Here you can choose to carry out the following tasks:
		+
		+	* <u>Preview order: </u>To preview the order at any moment;
		+	* <u>Edit ordered products: </u>To modify the set of products in the order;
		+	* <u>Edit ordered Gift Certificates: </u>To modify gift certificates in the order (if any);
		+	* <u>Edit customer information</u>: To modify information about the customer who placed the order;
		+	* <u>Edit order totals</u>: To modify the components that make up the order total (e.g., shipping cost, discount savings, etc.).
		+
		+	{{Note1\|Important: Simultaneous editing of two or more orders during one session can result in incorrect functioning of the module. We recommend that you first finish editing one order before you start editing another order. To finish editing the order, save or cancel the changes and click the Exit button on the <u>Advanced Order Management</u> box.}} Previewing Order Details
		+
		+	While editing an order, you may wish to preview the order details. X-AOM allows you to preview the order details at any moment.
		+
		+	To preview the order you only need to click on the <u>Preview order</u> link in the the <u>Advanced Order Management</u> box. The <u>Order # %order_number%: Preview</u> form will display the order details as shown below:
		+
		+	[[Image:x-aom-02.gif\|632px\|center]]
		+
		+	{{Note1\|Important: Before previewing the order, make sure you've updated the changes by clicking the Update button.}} Undoing Changes
		+
		+	If necessary, you can undo unsaved changes and restore the saved state of the order.
		+
		+	To undo the changes, click the '''Cancel''' button on the <u>Advanced Order Management</u> box. The system displays a confirmation message saying that all the modifications were canceled.
		+
		+	[[Image:x-aom-13.gif\|632px\|center]]
		+
		+	=== Saving Changes ===
		+
		+	After the order details are modified, you must save the changes to the database. Otherwise the changes will not take effect.
		+
		+	To save the changes to the database:
		+
		+	1. Click the '''Save''' button on the <u>Advanced Order Management</u> box.
		+
		+	The system will display a message saying that the database is going to be updated and asking to confirm the action.
		+
		+	[[Image:x-aom-03.gif\|637px\|center]]
		+
		+	2. If you want to send the customer who placed the order a notification about the changes, select the Notify customer by e-mail check box.
		+
		+	3. Click the '''Yes''' button to save the modified order to the database, or click the '''No''' button to return to the order preview without saving the changes.
		+
		+	{{Note1\|Important: If you save the changes to the database, you will not be able to undo the changes.}} Deleting Orders
		+
		+	If necessary, you can delete the order and, thus, remove it from the database.
		+
		+	To delete the order:
		+
		+	4. Open the order for editing (see section [[#Opening Orders for Editing]]).
		+
		+	5. Click the '''Delete order''' button on the <u>Advanced Order Management</u> box.
		+
		+	After you click Delete order, the system displays a confirmation dialog.
		+
		+	[[Image:x-aom-12.gif\|637px\|center]]
		+
		+	6. Click the the '''Yes''' button to delete the order and remove it from the database, or click the '''No''' button to keep the order in the database and your store order history.
		+
		+	{{Note1\|Important: If you choose to delete the order, you will not be able to restore it.}}

	==Editing Ordered Products==		==Editing Ordered Products==