How to Manage Orders in Omnitron?

This tutorial provides step-by-step instructions for managing orders in Omnitron.

Step 1: Access to Omnitron​

  • Get access to the Omnitron panel.

  • Enter your Username and Password, and then click the Sign In button.

Step 2: Navigate to Orders Page​

  • Follow the Orders sidebar and click the Orders page.

  • On the Orders page, the filter panel and the list of existing orders lists are displayed.

Step 3: Update Order Info with CSV File​

  • By using the Update Order Info with CSV button, users can bulk update the order lists.

  • Before starting the order update, a template can be downloaded by clicking on the Download Order Update Template File button at the bottom of the order list page.

  • After downloading the template, you can enter the updated order information into the CSV file.

  • The fields to update include:

    • status : The status of the order line.

    • shipping_company : Information about which shipping company the order line is shipped with (must be from the enum in Omnitron)

    • e_archive_url : The URL to access the invoice pdf in the Omnitron panel and sales channels.

    • invoice_number : Invoice number for the order line.

    • invoice_date : Billing date for the order line.

    • tracking_number : Shipping tracking number for the order line (this will be sent filled when the cargo tracking integration is done by the company).

  • On the Orders page, users have the option to select the specific orders and perform the Export to Excel with Selected Items and Export to CSV with Selected Items actions.

Step 4: Navigate to Order Detail Page​

  • Click on one of the selected orders to navigate to the Order Detail page.

  • The Order Detail page includes information such as the customer's name, last name, shipping address, and the platform used.

  • To view all the details related to the order, including order information, customer information, shipping details, and payment information, click the Expand All button.

  • You can also view order logs by clicking the Order Log button.

Step 5: Update Customer Information​

  • To formally update customer information, click the Edit button under the Customer Information section.

  • This will open a form where you can make necessary changes to the customer's information

Step 6: Create a Cancellation Plan​

  • In the Product panel below the Order Details page, the products that create the order and the product features that can be added to the products are listed.

  • If you need to cancel or return specific products, select the products you want to work with.

  • Create a cancellation plan by specifying the transaction type and providing cancellation/return reasons.

  • After selecting the "Cancel/Return Selected Items" action, a cancellation plan will be created at the bottom of the order detail page.

  • The cancellation process will refund the amount according to the payment method, up to the desired cancellation amount.

Step 7: Manual Refund (If Required)​

  • If the cancellation tasks cannot successfully refund the payment, the cancellation plan's status will progress to "Manual Refund Needed."

  • After the manual refund is completed, the "Manual Refund Required" checkbox is marked for the order item that needs a manual refund, and the select the “Refund has been made” action.

Step 8: Cancel Entire Order​

  • If needed, you can cancel the entire order by using the Cancel Entire Order button at the bottom of the product panel.

  • Alternatively, based on the cancellation plan strategy, you can process a refund for only the shipping fee by using the Only Refund Shipping Fee button.

Step 9: View Payment and Order Details​

  • At the bottom of the order detail page, you can view sections that display payment transactions, Order Amount Before Return/Cancellation, Current Order Amount, and any contracts related to the order.

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