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Orders
Contents (select one):
About the Orders
Link
To View an Order
To View Orders Waiting for Approval (Order Administration Users):
Process an Order
Delete an Order
Order History
-Limiting the Length
of Order History
-Administrator viewing of
order history
-Customer viewing of order history
Credit Card Orders
Receiving Orders via email
Standard Export Routines
-Email
orders in CSV format
About the Orders Link: back
to top
When you click on the Orders link, you will see if
there are any orders waiting to be processed. The orders listed are
those which have been sent to your Administrator at the time they are
placed.
To
View an Order:
First, click on the Order Number. Once you
are in order detail, Print the order
first, and then click
Process Order.
This will do 2 things: first, it will remove the order
from your Order Administration page, and second, it will list the order
in your customers Order History as processed.
To
View Orders Waiting for Approval: (Order Administration Users):
Click on the View Orders Waiting for Approval link, and all orders
waiting for approval will be listed. See Order Administration for
further information.
To Process an Order
Orders must be processed in order to be deleted and
viewed in Order History. To process an Order, click the Orders link, and
click on the order number of the order you want to process. At the top
of the page, click the Process order button to process the order into
Order History.
To Delete an Order
All orders must be processed before you can delete
them. Once processed, go to the Orders link, and click on the Order
History link. Next, click on the order number of the order you wish to
delete. The order detail will appear. Scroll down to the bottom of the
order detail page and click the Delete button. Your order is now
deleted.
Order History
Limiting Order History
Order History for your customers and customer
accounts will is automatically limited to 6 months. In addition, you may
delete your order history up to the following:
- 180 days (6 months)
- 150 days (5 months)
- 120 days (4 months)
- 90 days (3 months)
- 60 days (2 months)
- 30 days (1 months)
- 14 days (2 weeks)
- 7 days (1 week)
Simply select in the drop box labeled:
Delete Orders Older Than the
length of time you would like your history to go to from the options
that appear, and click the Delete Orders
button. Your history now goes back the amount of time you have
specified.
Administrator Viewing of
Order History:
Once you are logged in as
administrator and click the Orders link and clicked the Order History
link, you now have the ability to view all the previous orders which you
have processed.
Here you have the option of sorting your order history by Order Number,
Account Number, Login Name, Real Name, and Billing Company. The Order
History provides you with a copy of their Order details identical to the
one you were sent via email when the order is placed.
Customer Viewing of Order
History:
To view Order History, a
customer must simply login, go to My Lists. The Order History is listed
on this page, and will show whether the order has been processed or if
it is still pending. Orders are listed by date and Invoice Number. If
you would like to view a specific customer's order history, you will need to
login as that customer and go to the My Lists page. If you would like to
view the order history for an account, you can do so in the Accounts
link by clicking the History button for that account. Note: all orders
must be processed before you can view orders in the Accounts link.
Credit
Card Orders
back to top
Your website is able to accept credit
card orders unless you specify to eQuality that you would like to
remove this feature. If this is the case, please call us at 1-800-239-5965 and
we will be happy to set it up for you.
Credit Card orders are placed during checkout. The information is then
sent on via email to the web site administrator. None of the credit card
information submitted by your customers is kept on the website or in
your online records. This ensures security with the data and protects
you and your customers from potential threats.
If
you would like to activate PayPal to process your credit card orders,
please call us at
1-800-239-5965.
Receiving
your Orders via Email
With each order placed on
your website, an automatic email alert is sent to an address that you
specify. The alert contains the order details for your convenience.
Reliability is essential with
customer orders. Often, firewall and anti-spam protection on your
computer can affect your ability to receive your customers order.
eQuality Internet offers free email accounts to our customers
specifically for that purpose. Call us at 1-800-239-5965 if you would
like to set up an email account with us.
Standard Export Routines
You can now save or
export order files into your accounting software.
Email orders in CSV
format
CSV files are text files that are compatible with Microsoft Excel, and
can be imported into many different accounting programs and software.
These files are sent to you as an order detail. Once you receive the
orders you wish to import into your software, you will "save as" into
your computer. From there, you will be able to import the order directly
into you software.
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