How to Manage Orders in Omnitron?
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This tutorial provides step-by-step instructions for managing orders in Omnitron.
Get access to the Omnitron panel.
Enter your Username and Password, and then click the Sign In button.
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.
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.
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.
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
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.
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.
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.
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.
