Q - Can I change the customer's details in an existing order?
Ans - After selecting the order, look for 3 dot menu on the top right corner of the page. Click on “Edit Order' to make changes.
Q - How do I modify the products or quantities in an order?
Ans - To modify products or quantities:
Select the Order: Open the order you want to edit.
Edit Products/Quantities: Look for an option to change product quantities or add/remove products.
Save Changes: Ensure you save the updates for them to take effect.
Q - Is it possible to update the shipping/billing address for an order?
Ans - Yes, you can usually update the shipping/ billing address by selecting the order and looking for an ‘Change or Add shipping/billing addresses”.
Q- What happens if I need to cancel an order from the dashboard or Sales module?
Ans - If you need to cancel or delete an order:
Select the Order: Choose the relevant order
Find Cancel Option: Look for a 'Cancel Order' in the 3 dot menu
Confirm Cancellation: Confirm the action. Note that this might be irreversible
Q- Can I add special instructions or notes to an order after it's been placed?
Ans - Find the order, select 'Edit' or 'Add Note,' type your message, and save the update.
Q - How can I ensure the customer is informed of changes made to their order?
Ans - After editing an order, systems will automatically send update notifications to customers.
Q- Are there limitations on when I can edit an order?
Ans -Yes, there may be limitations based on the order's status (e.g., you may not be able to edit shipped orders). This is usually set by company admin in coordination with WizCommerce"
Q - What does it mean to convert a quote into an order?
Ans - Converting a quote into an order involves changing the status of a customer's price quote to an official order. This typically happens after the customer has agreed to the terms and prices listed in the quote.
To convert an quote into an order follow the below steps:
Navigate to Quotes: Find the 'Quotes' section in the sales module
Select the Quote: Choose the specific quote that you want to convert into an order
Review the Quote: Ensure all details are correct and up-to-date
Confirm Customer Approval: Verify that the customer has agreed to the terms
Convert to Order: Use the 'Convert to Order' button or similar option within the system
Fill in Additional Details: Add any necessary order details like delivery information
Finalise and Save: Confirm the conversion and save the new order
Q - How does the application apply discounts to orders?
Ans - Discounts can be applied in the following way:
Manual Entry: Sales representatives can manually enter discount amounts or percentages at the time of order creation.
Automatic Discounts: The system may automatically apply predefined discounts based on criteria like customer type, order volume, or promotional codes.
Q - How are taxes calculated and added to orders?
Ans - Taxes are usually calculated based on:
1. Tax Rates: The system uses preset tax rates that can vary by location, product type, or other factors.
2. Manual Tax rates: Sales representative can manually change the pre set tax rates for an order. This is derived from the order configuration.
3. Automatic Calculation: When an order is created, the application automatically calculates the applicable taxes based on these rates and adds them to the order total.
Q- How are shipping costs determined and added to orders?
Ans - Shipping costs can be determined by:
1. Fixed Rates: Predefined rates based on client specifications, this can be set based in the order configuration
2. Manual Entry: Manually inputting shipping costs for each order.
Q - How does the application handle additional charges, like handling fees or insurance?
Ans - Additional charges can be handled by:
Manual Addition: Sales representatives can manually add these charges to orders when necessary. Sales rep can add multiple additional charges by providing name of the additional charge and value.
Q - Can I view a breakdown of all charges (including taxes and shipping) before finalizing an order?
Ans - Yes, sales rep can see a detailed breakdown of all charges, including product costs, discounts, taxes, shipping, and additional charges before submitting the order.
Q- How do I add a note to an order?
Ans - To add a note:
Select the Order: Access the order you want to add note to
Choose Add Note: Click on 'Add Note'
Enter and Save Note: Type your note and click on save.
Q - Are there any character limits for notes added to orders?
Ans - There is no character limit as of now.
Q - Is it possible to edit or remove a note after adding it to an order?
Ans - Yes sales rep can Find the note section within the order and look for an 'Edit' or 'Delete' option".
Q - Can I customise tear sheet of order/quote form?
Ans - Currently these customisation can be done with the help of our team. While onboarding you can help us with the templates in which you want your order form to be created. We will incorporate the templates on both web and app.
Things that can be customised:-
Company Logo and Branding: Adding your business logo and brand colors.
Field Inclusion/Exclusion: Choosing which fields to display, such as customer information, product details, pricing, etc.
Layout and Design: Adjusting the layout, font styles, and overall design of the form.
Terms and Conditions: Including specific terms of sale, return policies, or other legal information.