Processing orders

  1. How do I process an order?

There are two options to process the order. One is the Live Orders menu and Order History menu

  1. Live Orders 

Live orders are seen on the landing page of OFS. It is the top menu in the left part of the OFS page. The orders which are placed from the customer but not delivered by the seller are referred to as Live Orders. The live orders are those orders 

  • Submitted by Customer, 
  • Accepted by Seller 
  • Shipped by Seller 

Click on the (+) sign on the left of the order in which you want to process.

There you can process the order by

  •  For accepting orders click on the Accept button, if the tracking status is shipped then update Ship. Then after shipping, delivery is the final stage. Click Deliver to update the status as delivered
  • For cancelling an order click on the Reject button→Enter a reason for rejecting→Submit
  • The delivered and rejected orders will disappear from ‘Live orders’ and only visible in ‘Order history’ 
  • The orders cancelled from customer end also visible in ‘Order history’ 
  1. Order History menu 

Order history is the second option in the left menu bar . 

You can see the orders with all the statuses in order history.

  • Submitted
  • Accepted
  • Shipped
  • Delivered
  • Rejected
  • Cancelled

Click on the (+) sign on the left of the order in which you want to process.

There you can process the order by

  •  For accepting orders click on the Accept button, if the tracking status is shipped then update Ship. Then after shipping, delivery is the final stage. Click Deliver to update the status as delivered
  • For rejecting  an order click on the Reject button→Enter a reason for rejecting→Submit

2. How can I print the order sheet?

You can click on the ‘Delivery Details’ button and a new window will appear. That is called a Delivery Slip and there is an option to print. 

It has salesman details if he is ordered, order notes and seller and buyer details. 

Or you can click on the ‘Proforma Invoice’ button and a new window will appear. That is called Proforma Invoice and there is an option to print.

3. How can we edit the order?

  • Select order history
  • Click on the (+) sign on the left of the order in which you want to edit it.
  • Select the Edit Order button
  • You can edit the order here by changing quantities and have changes in the quantity of the order.
  • Click Submit button

4. What is splitting an order?

When you want to split one single order into multiple orders, order split is useful. It can be used for the seller convenience as he wants to ship the goods.

5. How do I split an order?

  • Select order history
  • Click on the (+) sign on the left of the order in which you want to edit it.
  • Select the Edit Order button
  • You can edit the order here by giving the planned quantities and items you want to process.
  • Tick  ‘Do you want to split the order’ check box
  • Click Submit button 
  • Once you split an order, the newly generated order gets a new order ID and the changes will be updated in other applications, salesman and buyer applications.
  •  The new order will have a reference to the original order ID from where the order is split. 

5. What is the ‘update live price’ button?

  • In a dynamic price scenario, the day at which orders is placed and accepted might be different.
  • The price on the date at which the customer placed the orders and the price on the date at which the order is accepted might become different.  So the seller has to apply the price for the day on which the order is accepted.
  • It is widely applicable in grocery, fossil fuels, meat majorly. Clicking the ‘Update live price’ button applies the latest price for the ordered items if needed.

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