As a seller, it is important to process orders in a timely manner so that your buyer is kept up to date on the order status.
STEP 1 REVIEW THE ORDER
- Log into Seller Admin
- Click Orders
- Click the OrderID hyperlink
STEP 2 REVIEW THE ORDER DETAILS
Once you have clicked the Order ID to view the order details, you will be presented the Order Details screen, which showcases Order Information, Shipping & Billing Information and a list of the Order Items.
In the upper right-hand corner, notice the options to accept or reject the order.
- Approve Order: Once an order have been approved, the orders status will change to approved and can only then be invoiced. Once approved and invoiced, please make sure to ship your order.
- Reject Order: If you reject an order, you will be prompted to include a message to the buyer as to why the order was rejected (optional).
BEFORE APPROVING AN ORDER
Prior to approving an order, there are a few things you should keep in mind that need to be reviewed.
- Split an order - use this option to break a single order into multiple orders. This may be used when items are out of stock or you need to ship in multiple boxes/packages 📦.
- Update quantities on an order - if you are unable to fulfill the entire order for an item due to a discrepancy in inventory, update the quantity prior to approving the order.
- Delete an item - if an item is no longer available, you can delete an item from an order prior to approving.
We'll go through each in more detail below.
Split from Order
When reviewing an order, you will need to split and order into multiple shipments if items are not ready to ship or if you need to ship in multiple boxes. In any case, you have the option to “Split” items from an original order and ship in multiple shipments.
While on the Order Details screen, scroll down to Order Items. Notice checkboxes near each item that you can select or unselect.
Select the items you would like to split off into multiple shipments. Once selected, at the top right click “Split from Order” button.
A modal will appear confirming the order items to be split. Click Split to complete the order splitting.
A notification will appear at the bottom right with a link to the newly created order.
Once inside the new order, you will be presented with the Order Details screen of the new order.
At this time you can verify or update quantities, split the order again, and ultimately reject or accept the order by using the buttons at the top right.
Update Quantities For An Order
You can update the quantities of items in an order by changing the number in the quantity column of the order details.
When you change the quantity, you will see an “Update” button. Clicking on the button will update the quantity, subtotal, and total for the order.
Delete An Item
You can delete an item from an order by selecting the item in the checkbox in the left, and then clicking on the “trash can” icon.
Can I split an order, edit quantities, delete products after acceptance? Check out our tutorial here on editing an order after acceptance.
STEP 3 APPROVE OR REJECT AN ORDER
You have the option to approve or reject an order. See below for a break down of both options.
Approve An Order
At the top left of the order details screen, notice the green Accept button. Once the order is accepted it is marked as approved. Only approved orders can have an invoice created for them. Approved orders will appear on the All Orders Table.
Reject an Order
To reject an order, click the red "reject button" will deny the order. A pop-up message will appear where you can leave a message as to the reason for rejection.
The buyer will receive an email regarding the order you rejected. This can be used if your inventory is depleted, the buyer is out of territory, or any other reason you deem relevant.
For more information on how to cancel an edit or cancel an order, click here.
STEP 4 INVOICE AN ORDER
Once an order is accepted you will need to create an invoice.
- Click the shipping tab, populating the shipping details
- Enter shipment details
- Shipping Carrier
- Tracking Number
- Shipment Cost(s)
- Click Save Shipment Info
- Click Create Invoice
After clicking create an invoice you will be directed to the Invoice Preview Page.
Once confirmed a link to the invoice will appear on the All Orders table and a button to view the invoice will appear.
- Review details and click Confirm
STEP 5 MARKING AN INVOICE AS PAID
Getting paid is important! There are two payment options: 1) Credit Card (preferred), or 2) Terms.
- PAY WITH CREDIT CARD (preferred)
Once the invoice for the order is confirmed, if the payment method is credit card, your credit card processor authorizes and charges the credit card. The invoice will automatically be marked as paid when the payment is successful. At this time, you can log into your payment processor to review the payment that was successful.
If the credit card payment fails, there will be a button to retry the payment again. If the payment continues to fail, please work with the buyer to establish another method of payment outside of @Market Online.
- PAY WITH TERMS
Allowing buyers to pay on terms gives your buyers flexibility in payment options. You must manually mark the order as paid when the buyer pays for the order, it is not automatically updated.
Please Note: ANDMORE is NOT responsible for gathering payment for sellers from buyers. It is solely the seller's sole responsibility to determine the terms of which payment must be made and gather the payment. If a buyer fails to make good on their payment, it is solely the responsibility of the seller to take next steps.