Orderbot Highlights: The Order Pad
This is a new blog topic where we will be highlighting different functions and features within Orderbot to help not only our current users but also to inform prospective customers of all the Orderbot has to offer.
Today we will be looking at “The Order Pad” of Orderbot. This is where you can take New Orders from within Orderbot.
From the Order Pad (pictured above) there are many actions that you can make such as taking an order, editing an order, change the status of an order and change the ship date to name a few. You can also print documents like invoices, pack slips, email confirmations and NAFTa documents which are all dynamically created for you.
One example of an invoice, is a wholesale format showing columns of what was ordered on one side, what was shipped and what was back ordered.
We have over 15 different invoice templates to select from including dealer and commercial formats.
When you generate invoices while taking an order, if there are any items that will be back ordered then automatically Orderbot will create two invoices one with items that are shipping now and the other will be a back order invoice which will ship later.
The back order items are not charged at the time of the order, but your customer will still know that they are getting them.
When ready you can apply a payment by clicking the edit button and select ‘apply payment’. Here you can put in a check #, amount and hit enter.
If you click on ‘apply payment’ you can pay the full amount or let’s say they only sent $500, then you can apply that portion. Whenever you want to apply a payment, it automatically becomes a record of the order.
If you apply a second payment, you can type that in and see that it will show the balance that is left over. When you apply more than what they ordered, it will pop up and let you know. In that case it applies the payment and then creates an overpayment credit for the balance.
The Order Pad is one of the places within Orderbot you can generate shipping labels. Here is an example of a multi-package shipping situation. Say you have three boxes now you can either use the vendor packaging, preset packaging or a custom dimension within the Orderbot shipping box.
For three boxes you can click the ‘split item’ button and move the items between boxes. Once done this, Orderbot will recalculate the weight for each box and you can now click ‘generate labels’. This will generate three labels for a multi-package shipment, give you box level traceability and tracking numbers are already associated with the orders. Mark the order as shipped; then the conformation will go to the client with those shipping numbers.
A multi-package shipment feature is important because it is one shipment of three boxes, 1 of 3, 2 of 3, and 3 of 3. If you send three separate packages, package one, package 2, package 3 and shipment 1, shipment 2, shipment 3, then three separate shipments will end in a different price. Using the muli-package shipment method is a great way to save money for your company.