Orders

The "Order Management" page displays a list of orders, their detailed information, enables you to modify existing orders.

 

 
Prerequisites:

Login as System administrator or user with appropriate access rights.

 

This page consists of the following parts:

 

Orders list

This is a list of existing orders with their basic information. For additional information on using lists, see About Margento Processing System AdministrationIf you wish to display which information will be shown on the list, use Search filter, located in the right corner of the screen.

 

 

Tabbed box

The box under the list contains tabs, each containing fields for displaying, modifying and adding specific parts of information associated with a specific order.

 

 
Content:

 

Displaying Order History and change order status

 

To display detailed information for a specific order:

 

1.

Click the order in the order list.

2.

The fields in the "Order History / Status Updates" tab of the tabbed box will be populated with the information for this order.

3.

To view history for selected order click "+" button, to hide history click "-" button

 

To update order status

 

1.

Click the order in the order list.

2.

The fields in the "Order History / Status Updates" tab of the tabbed box will be populated with the information for this order.

3.

To  change status for selected order click "+" button, to hide history and status click "-" button.

4.

Select status from drop down field.

5.

Click "Store" to save new status

 

Displaying Order Details

 
To display detailed information for a specific order:

 

1.

Click the order in the order list.

2.

Click tab "Order Details".

3.

The fields in the "Order Details" tab of the tabbed box will be populated with the information for selected order.

 

Add new order

 

To add new order:

 

1.

Click the "Add new Order" tab of the tabbed box.

2.

Select order type from drop-down menu.

2.

Enter data in fields.

3.

Enter data in "Order Item Detail"

4.

Click "Add" to add item to order

5.

To edit item select item from list, change data and click "Save" button.

6.

To send order click "Submit Order" button.

 


 

Related topics

Supply and Spare part List