How to Modify the Product List in an Order
Effectively managing the product list within an order is crucial for accurate order processing and customer satisfaction. The system allows you to easily add, edit, or delete products while customizing pricing, taxes, and discounts. This guide will walk you through every feature available for managing the product list.
Accessing the Product List
1. Open the Order:
o Navigate to the Orders section and select the specific order you wish to edit.
2. Locate the Product List Section:
o Inside the order details, find the Product List section where all current items are displayed.
Modifying Existing Products
1. Edit Product Details:
o Click the Modify Icon next to the product you want to adjust. Select Edit from the options.
o Update key information such as:
Price per Item: Adjust the price if needed, either for promotions or custom orders.
Quantity (pcs): Modify the number of units for the product.
Tax Value: Change the applicable tax rate based on the order’s billing or shipping address.
2. Delete Products:
o To remove a product from the list, click the Modify Icon, choose Delete, and confirm the action. The product will be removed from the order summary.
3. Add Notes to Products:
o You can include detailed notes for each product, such as:
Item-Specific Instructions: Provide guidelines for customization, handling, or packaging.
Delivery Notes: Include specific instructions for shipping this item.
o Notes can be marked as visible to the client or kept for internal reference only.
Adding New Products
1. Insert New Items:
o To add a new product to the list, click the Add Product button and search for the desired product by name or SKU.
o Select the product, and it will be added to the list.
2. Customize the New Product:
o After adding the product, you can:
Adjust pricing, quantity, and taxes.
Add any required notes or delivery instructions.
For a detailed guide on adding products, refer to the article How to Add Products to an Order.
Managing Shipment Details
1. Update Shipping Method:
o Modify the shipping method to align with the client’s preferences or address changes.
2. Edit Shipment Information:
o You can update:
Shipment Name: Reflect the shipping service provider or specific method.
Price: Adjust the shipping cost as necessary.
Tax: Update the tax applied to the shipping fee based on regional regulations.
Applying Discount Coupons
1. Types of Coupons:
o Enhance client satisfaction by applying various types of discount coupons, such as:
Fixed Amount Discounts: Deduct a specific monetary value from the total order price.
Percentage-Based Discounts: Apply a percentage discount to the subtotal.
Free Delivery Coupons: Remove shipping charges entirely.
2. Automatic Integration:
o Once a coupon is applied, it will automatically update the order summary and final price.
Tips for Efficient Order Management
1. Review Before Finalizing:
o Always review the updated product list, shipment details, and applied discounts to ensure accuracy before proceeding.
2. Monitor Inventory:
o Check product availability in your inventory system to avoid delays or order cancellations.
3. Communicate Changes:
o Notify the client of any significant updates to their order, such as price changes, added discounts, or adjusted shipping details.
Modifying the product list and other order details is a straightforward process with the tools provided. By efficiently managing products, shipment methods, and discounts, you can ensure a smooth order fulfillment process and enhance client satisfaction. Leverage these features to maintain accuracy and build trust with your customers.