Dashboard
This page provides an overview of New orders as well as a summary of items in orders that haven't been marked as 'completed'.
You'll see two key sections:
New orders:
This section shows all orders placed today, and when they're due.
- You can print orders using the 'Print all' button to print all orders or the 'Print' button to print individual orders.
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By default, orders will be printed into a tax invoice format. You can change this template at the top of the page under the 'Print template' field at the top of the page to instead print onto labels.
Items:
This section breaks down items in all uncompleted orders.
Useful actions
- Click the item count to view the corresponding orders
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Click on the Quantity Sell Limit (QSL) to be navigated to where you can update that limit
Understanding order statuses
Order statuses help track where each order is in the fulfilment process.
| Status | What it means |
| New | Orders that have been placed today. These orders can still be cancelled by parents. |
| Pending |
Placed orders will move into this status at the end of each day or after printing. Parents can no longer cancel orders in this status, any cancellations must be done by you. Orders will stay in this status until you manually update it. |
| Packed | This status can be used for orders ready for collection or dispatch. |
| Completed | Use this status to show that an order has been collected or dispatched. |
| Backorder | Use this status when you have no stock available but have accepted the order. You must move the order to a different status like 'packed' once you have the stock to fulfil it. |
Order Management
This page shows you a breakdown of your orders. By default, the date range will show three months before and three months the current date. Use the filters at the top of the page to filter by date, site, and/or services.
You can also click on any of the status tiles to filter to orders in the selected status.
Changing the status of orders
To change the status of an order, click on the status button and choose which it should be moved to.
Performing actions on orders
For additional actions, use the boxes on the left to select one or multiple orders, or the box at the top to select all orders on the screen. You’ll see some icons appear at the top of the grid with various actions you can perform on orders:
- Change status
- Reprint orders
- Change order due dates
- Resend order confirmation emails
- Cancel orders (until 5pm on the day the order is due)
- Refund orders (only after an order has been closed at 5pm on the day it was due)