Orders – InfluencerSoft

/Store / Orders

Content

1 Summary information
2 Information for individual orders
- - 2.1 Table view
  - 2.2 Filter
3 Order management
4 Complete order information
5 Create an order
6 Reminder about payment
7 Export

In the sub-section of Orders, a summary is provided for orders made through the store.

The form allows you to:

View summary information on orders
View and edit detailed information for each ordersorder
Export the list of orders
Form a new order
Set up reminder lettersemails about payment

Summary information

The following information is displayed at the top of the page:

Total number of orders
Orders awaiting payment
Confirmed orders
Paid invoices
Prepayments made
Income ((Revenue minus Costs set in the product settings)
Profit (Revenues minus the Commission (co-author, partner, Ccall- center) minus Returns without prepayment)
Amount of partner payments
Payments to the call center
Co-authored fees
Refunds to customers

If some options are not used, for example, there are no collaborators or call center, then this data will not be given.

Information for individual orders

At the bottom of the screen you can see the information for individual orders:

Order no.number
Customer’s name and telephone number of the customer
Email address
Order date and time of the order
Product ordered product
Product cost
Payment date of payment
Manager, lead order
Client acquisition channel

Table view

To adjust the table, click the View button at the top of the screen. The order table can be customized by adding or removing columns.

By default, the base fields are visible. To add/or delete fields remove fields (columns of the table), you must add/ or remove the check marks in the corresponding checkboxes.

Filter

The Filter button allows you to select orders byusing specific criteria.

When you open the filterfilter, it looks like this:

Filter Fields:

Field name	Description
Search by contacts or addresslead info	Allows you to select orders by customer’s name, phone number, or e-mail address of the customer. You can enter both the whole value or part of the value.
Order No.	Search for an order by order number. The checkbox “Showing only prepaid orders” allows you to select the orders for which the prepayment was madethat have been prepaid.
Payment status	Search for orders with a specific payment status. The value is selected from the dropdown list: All Expected Paid Cancelled Returned The checkbox allows you to select only confirmed orders.
Date of submission from .. ... to	Allows you to set the date range using the calendar
Date confirmed from .. ... to
Payment date from .. ... to
Return date from .. ... to
Minimum amount	Allows you to select all orders for an amount equal to or greater than the specified amount
Tag	Allows you to select orders with a specific tag

When clicking on any of the items on the left, an additionalanother menu will open:

Products

The filter allows you to select invoices related to orders for a particular product/product or product category. In addition, you can specify whether to show the full order or only selected products, and whether to show bills, depending on the position of the product.

Partnership

The filter allows you to select invoices for orders received from a particular partner, or for products that have a particular co-author.

Advertising

This filter allows you to select orders in the context of advertising campaigns.

You can filter orders by:

Channel
Source
Advertising company
Ad
Keywords

In addition, using the radio button, you can specify whether to search by the first or the last click.

Manager

This filter allows you to select orders that are managedhandled by a particular managermanager. And you may also choose orders with a specific call status to the customer:

All calls
At least 1 successful call
Successful call
Does not answer the phone
Call back
Already paid
Wrong number
Declines call

In addition, you can find orders with specific information about the customer provided by the manager during the call.

Delivery

This filter allows you to select orders by type of payment:

All
Prepayment
C.O.D
Courier

You can also select orders by delivery status:

All
Untreated
Sent
Return
Online
By the number of the postal item

Auto payments

This filter allows you to select orders with and/without auto-payments.

It is not necessary to fill all the fields of the filters, just. You must set the filter values and click the Search button. The table lists the records that meet the filtering criteria. To display a complete table, click the Filter button, and then click Clear.

Order management

When you click on the number of any order in the table, you go to the Order No. … form, which allows you to manage the selected order.

Complete order information

If you click on the free space in the row of any order (for example, next to the order number, phonephone, or email, but not on them!), then detailed information on this order will appear under the line.

The top section containshas a tablet with information about calls to the client (if there are any). The message “There were no calls made on this order” appears if there were no calls.

In the middle part – , the order data is shown.

Adding Customer Information

In addition to viewing the data, you can add information about the client here. To do this, click the Add button opposite the field with the same name. The Edit Customer Information window opens, where you can add any comments in n a custom form.

Selecting a manager

Here you can assign or /change the manager responsible for the client. To do this, click on the Assign button, select the desired manager from the dropdown list in the opened window and click the Change button.

Change of partner commission

In addition, here yYou can change the commission payments for thisa particular orderorder. By clicking on the Commission button, the Change of partner commission … window opens, where you can change the amount and send a notification to the partner about the reasons for the change.

Manage your order

The order status is clickable. Depending on the current state, the order can be canceled, confirmed, refunded, deleted, or prepay id (if provided in the product).

If the order is paid, the following options are available:

If the invoice is not yet paid, these options are available:

If the order is canceled, the following options are available:

If the customer paid the money in a non-automated way the Paid button allows you to transfer the order to paid.

The Canceled button allows you to, for example, cancel a duplicate order.

Customer orders

The lower part of the form containshas information about other orders of this customer.

By clicking on the Edit button, you will go to the Order No. … form, which allows you to manage the selected order.

If the customer has one order, then there will be an inscription “The customer has no more orders”

Create an order

If during a phone call, the customer expressed interest in buying a product you can create an order and send it to the customer’s email. To do this, use the Create button, found above the summary table with orders.

Reminder about payment

InfluencerSoft allows you to set up an automatic series of reminder emails for customers who placed an order but did not pay for it. To add and edit emails, you need to click the “Payment reminder” button.

Export

To export the order list, use the gear button at the top of the screen. When you click on it, a window opens with a drop-down list of possible export formats.