Order Processing
Order Processing is the staff screen for Online Shop orders submitted by buyers: pack the goods, create the courier waybill, print the invoice, and track the delivery in one place, without opening the Sales Order, Delivery Order, and Sales forms one by one.
When to Use
- Every day, to process orders coming in from the Online Shop.
- When the shop uses courier shipping fees and wants the waybill created from the app.
Order List
The list has three counted tabs, plus a search by order number or buyer name:
- To process: no delivery order yet.
- Packed / shipping: a delivery order exists, the goods are not delivered yet.
- Completed: the goods have been delivered or handed over.
Only orders the buyer has submitted with Submit Order appear; carts that were never submitted do not. An order paid through the gateway but closed by the buyer before submitting does not appear here yet.
Processing One Order
Click an order to open its details: buyer, receiver phone, address and postal code, buyer note, and payment status (Paid, Not paid, remaining balance).
- 1. Pack the order: tick each item (including bonuses) once it is in the package, or Tick all, then press Complete Order. The system creates a Delivery Order from the order; stock out and the COGS journal are posted exactly as in the Delivery Order form.
- 2. Shipping: for orders with shipping press Create Waybill (the courier balance is charged, as in the Delivery Order form), then Print waybill and Track. For store pickup, press Handed over when the buyer collects the goods.
- 3. Invoice: press Print Invoice. The system creates the Sales invoice from the order (receivable and sales journal; stock is not deducted twice) and prints it with the same print design as the Print button in the Sales form. Once the invoice exists, the button becomes Reprint Invoice; Open in Invoice form opens the document.
Orders with shipping move to Completed automatically once waybill tracking says the parcel was delivered.
Things to Note
- If stock is not enough (the Check stock balance permission is on), the whole order is refused rather than shipped partially. Pressing twice does not create a second delivery.
- The invoice can only be created after the order is packed. This prevents stock leaving twice.
- The role needs the Order Processing menu plus Sales Order, Delivery Order, and Sales.
- A delivery or invoice dated in a closed accounting period is refused unless the role is allowed.
- If an order’s delivery was split manually through the form, this screen only recognises the first delivery.
- The Completed status of orders with shipping is refreshed when their details are opened or when the buyer opens the Transactions tab.
Menu Location
- Sales & POS / Online Shop / Order Processing
/shopfulfill