Order in progress

Search field

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Save filter settings

• You can save search filter settings under [Orders]. You can save a search filter setting by page, but not by tab.

• The exceptions specified below will not be saved.

Exceptions

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Filter

• A maximum of ten search terms separated by commas can be entered into the search box.

1. 1. e.g. 20001212000, 20001212111, 20001212222

1. 1. {OR.SM.PD.40.06}

• {OR.SM.PD.40.04::When entering an order number, you do not have to insert dashes in between the numbers.}

• {OR.SM.PD.40.05::You can add up to five filters for multiple criteria-based searches.}

Product

• If you set the filter to [Product code], or [Variant code], you need to enter the exact search term to get search results.

• If you set the filter to [Product name, Product tag, Manufacturer], or [Supplier], you can find items that partially or exactly match a search term.

Preferred shipping carrier/method

• This feature will be displayed on the storefront if you select [Customer preference] for the [Shipping method] field under [Store settings>Shipping>Shipping policies>Shipping fee>General].

• You can search for shipping carriers or methods selected by customers when they place an order.

Search results

• [By product (Tab)] simply provides information based on ordered items. This means that you cannot mark orders as [Preparing for shipment] or use the [Hold off shipment] feature from this tab.

• Find additional orders (exchanges, returns, customer requests) in the [Additional orders (Tab)].

• Find held off shipments in [Shipment on hold (Tab)]. If you are not using the [Order in progress] menu, you can find them in [Shipment on hold (Tab)] under the [Preparing for shipment] menu.

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Mark as Preparing for shipment

• To mark orders as [Preparing for shipment], select one or more orders then click on [Mark as Preparing for shipment].

• Orders marked as [Preparing for shipment] will be move to the [Preparing for shipment] menu.

Hold off shipment

• To hold off shipments, select one or more orders then click on [Hold off shipment].

• Held off shipments can be viewed in the [Shipment on hold (Tab)].

Select all

• If one order contains multiple items, the [Select all] button will be displayed. Click [Select all] to combine the items into one shipping order.

• If you click [Select all], all checkboxes for the items in a single order will be selected, and the [Select all] button will be changed to [Deselect all].

Export

• Click on [Export] to download order information for orders found in the search results as a CSV file. The basic template will be used to create the CSV file when you use this feature.

Export as CSV

• Use this feature to add additional items to the default template.

-CSV files are available for download immediately or on the following day, depending on the data size. - Print

• You can print order forms, or transaction summaries with this feature.

• When printing order forms, you can select [Order form (summary)] or [Order form (detailed)]. You can set up details in the [Order print settings] section under [Store settings>Orders>Order policies>Orders (After completion)].

• If you click [Order form (summary)], the [Printing orders] window will pop up. You can select the items and sorting order before printing the order forms. However, the [Printing orders] window will not pop up if you have selected [Default setting].

• If you click [Order form (detailed)], the items on the [Order details] page will be printed. You can select the items before printing if you have selected [Check before printing].

Memo

• You can view or edit the memos written by customers or admins.

• If there is a memo by customer or admin, [USER] and/or [ADMIN] icons will be activated, and you can put your mouse over to each icon to read the contents.

• Click each icon to open [Customer’s delivery instructions] and [Admin memo] window.

• By clicking the [USER] icon, you can open the [Customer delivery instructions] window and view the details.

• By clicking the [ADMIN] icon, you can open the [Admin memo] window and view the details.

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