- 1 Summary information
- 2 Information for individual orders
- 3 Order management
- 4 Complete order information
- 5 Create an order
- 6 Reminder about payment
- 7 Export
- 8 FAQ (answers to frequently asked questions)
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 orders
- export the list of orders
- form a new order
- set up reminder letters about payment
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, Call-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.
- name and telephone number of the customer
- email address
- date and time of the order
- ordered product
- product cost
- date of payment
- manager, lead order
- client acquisition channel
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/delete fields (columns of the table), you must add/remove the check marks in the corresponding checkboxes.
The Filter button allows you to select orders by specific criteria.
When you open the filter it looks like this:
|Search by contacts or address||Allows you to select orders by 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 made.|
|Payment status||Search for orders with a specific payment status. The value is selected from the dropdown list:
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 additional menu will open:
The filter allows you to select invoices related to orders for a particular product/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.
The filter allows you to select invoices for orders received from a particular partner, or for products that have a particular co-author.
This filter allows you to select orders in the context of advertising campaigns.
You can filter orders by:
- advertising company
- an ad
In addition, using the radio button, you can specify whether to search by the first or the last click.
This filter allows you to select orders that are managed by a particular manager. And 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.
This filter allows you to select orders by type of payment:
You can also select orders by delivery status:
And by the number of the postal item.
This filter allows you to select orders with/without auto-payments.
It is not necessary to fill all the fields of the filters. 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.
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, phone or email, but not on them!), then detailed information on this order will appear under the line.
The top section contains 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 – order data.
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/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 you can change the commission payments for this particular order. 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
Order status is clickable. Depending on the current state, the order can be canceled, confirmed, refund, delete or prepay (if provided in the product).
If the order is paid, the following options are available:
If the order is not yet paid, 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.
The lower part of the form contains 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, located above the summary table with orders.
Reminder about payment
JustClick allows you to set up an automatic series of remind letters to customers who made an order, but did not pay it. To add and edit emails, you need to click the Payment Reminders button.
To export the order list, use the gear button at the top of the screen. Clicking on it will open a window with a dropdown list of possible export formats.
- Web trader
- Plain text
You must select the appropriate export format and click on it. The order file will be downloaded to the computer.
FAQ (answers to frequently asked questions)
If your client has not received paid materials that should come automatically after payment, you can manually resend them. For this:
To disable auto payments for a specific client, in the Store – Orders section, enter the View button, enable the display of the status of auto payments,
and after the column with the auto payments switch appears, find the customer account and disable auto write-off for this account. To do this, slide the switch to the gray, inactive position.
Please note that both the main account administrator and an additional administrator with the appropriate rights can disable auto payments.