RC Sales Orders

AR Guide posted this on Dec 21, 2024

Admin Dashboard > Sales > Sales Orders

Purpose: The "Sales Orders" section in the Admin Dashboard is a comprehensive tool designed to help users efficiently manage all sales transactions. This feature serves as the central hub for tracking, reviewing, and processing orders specifically for "sales" items—products that are purchased and owned by the customer. It ensures streamlined order management and status tracking for these transactions.

Key Features:

  • View a list of all sales orders with order details.

  • Monitor order statuses such as Pending, Processing, Shipped, Completed, or Canceled.

  • Access detailed information for each order, including customer details, order date, items ordered, and payment and shipping methods.

  • Update the status or details of existing orders as needed.

  • Generate invoices, shipping labels, and other documentation.

  • Filter and search for specific orders using multiple criteria.


How to Use the Sales Orders Feature:

  1. Navigating to Sales Orders:

    • Log in to the Admin Dashboard.

    • From the main menu, go to Sales > Sales Orders.

  2. Viewing Orders:

    • A list of all sales orders will be displayed.

    • Use the columns (e.g., Order ID, Customer Name, Status, Total) to sort or identify orders quickly.

    • For a detailed view, click on a specific order to access its full information.

  3. Filtering and Searching Orders:

    • Use the search bar or filters at the top of the page to narrow down the list of orders.

    • Common filters include:

      • Order Status (e.g., Pending, Completed, Canceled)

      • Date Range (e.g., Last 7 Days, Last Month)

      • Customer Name or Email

  4. Managing Orders:

    • Select an order to:

      • View and edit customer details.

      • Update the order status (e.g., move from Processing to Completed).

      • Generate and print invoices, shipping labels, or other related documents.

      • Add internal notes for record-keeping.

  5. Order Actions:

    • Available actions include:

      • Invoice Order: Generate an official invoice for the customer.

      • Ship Order: Mark the order as shipped and provide shipping details.

      • Cancel Order: Cancel an order if needed, with an optional reason.

      • Hold Order: Pause order processing temporarily.

  6. Understanding Order Details:

    • The order details page provides:

      • Customer information (name, contact details, billing/shipping address).

      • Items included in the order, quantities, and pricing.

      • Payment and shipping methods.

      • Order history and status updates.

  7. Exporting Orders:

    • Use the export functionality to download order data in CSV or Excel format for reporting and analysis.


Best Practices:

  • Regularly review order statuses to ensure timely processing and fulfillment.

  • Use filters to manage high volumes of orders effectively.

  • Maintain accurate customer and order records for better service and compliance.

  • Utilize the notes section to document any special instructions or communications related to an order.

For further assistance, contact the Any.Rentals support team or refer to the additional guides in the knowledge base.

Categories: Sales Orders