Order Management | POS Admin

POS.pngTo apply for this and other POS features, please contact our Merchant Success Team. 

To facilaite POS order management, types of order are divided into Normal Order, Pre-order, Returned Order, and Exchanged Order. Merchants can find the order more easily with the search and filter function. 

In this article, you'll find:

 

1. Search order

There are 4 ways to search: Keyword, Order No., Transaction No., and Phone Number.

1. Search by keyword: Name, Phone number, Email, and Product name.

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2. Order No.: Separate the numbers with spaces. The search limit is 400 entries.

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3. Transaction No.: Only support searching for a single transaction number. Use the exact number for the search.

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4. Phone number: Filter orders using the customer's phone number. Use the last three digits of the phone number for the search.

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Note: The transaction number can be checked in the transaction record on the POS APP.

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2. Order type 

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To know more about making preorders, please refer to Preorder|POS APP.

To know more about return and exchange orders, please refer to Returns & Exchanges|POS APP.

 

3. Filter order 

Merchants can accurately dig out the orders using the filtering function. 

In SHOPLINE Admin, go to [Order Management] > [Orders], select the POS tab. The filter conditions and content are as follows:

  • Order Status: Confirmed / Completed / Cancelled
  • Payment Status: Paid / Refunded / Unpaid / Partially Paid
  • Date range: The date of the order creation 
  • Store: All stores or an individual store

 

Step 1. Filter orders

Merchants can filter orders by narrowing the result to the Order Status, Payment Status, Store, etc.

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Step 2. Add filter conditions

Merchants can add multiple filter conditions to the search, such as date range of the order creation and the store-in-charge. 

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3. Filter using customer's name / email / product name

Besides adding the filter conditions, merchants can also enter customer's name / phone number / email / order number, product name, etc. to look for the order that matches all the conditions and keywords.

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4. Export order and transaction details

Step 1. Export order report

Go to [Order Management] > [Orders]. Select the POS tab and click the Export Orders button at the top right.

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Step 2. Select report type

  • Order: List the items purchased in the order one by one, in the order dimension.
  • Transaction: List the payment methods and payment amounts involved one by one, in the transaction dimension.

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Step 3. Select export range

  1. Current Page: Only applicable when the export type is "Order Details". If you add a filter condition on the order list page, the system will automatically apply it and export relevant information.
  2. Customized Range:
    • Order Details: The range limit is 100 days. If there are filter conditions on the order page, the system will apply that to the report.
    • Transaction Details: The range limit is 100 days. The filter conditions currently only support "Stores", the system will apply the conditions to the report.

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Step 4. Download report

After clicking Export, the report will be sent to the administrator's email. The report is also available for download from [Report & Analytics] > [Bulk Action Process].

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