How to Manage Orders

10/02/2023

Efficient order management is key to a smooth ecommerce operation. Informatix Systems provides a user-friendly platform to help you view, track, update, and fulfill orders from a single dashboard. In this guide, we will show you how to manage customer orders using Informatix Systems.

 Log In to Your Admin Dashboard

Start by logging in to your Informatix Systems admin panel. From the dashboard, navigate to the Orders section to access all order-related functions.

 View Order List

In the orders panel, you will see a list of all incoming orders, including important details such as order ID, customer name, status, date, and total amount. You can filter and search orders by date, status, or customer.

 Check Order Details

Click on any order to view detailed information. This includes shipping and billing information, purchased items, payment status, and order notes.

 Update Order Status

Easily update order statuses based on fulfillment progress. Common statuses include:

  • Pending

  • Processing

  • Shipped

  • Delivered

  • Cancelled

  • Refunded

Updating the status will notify the customer automatically.

 Fulfill and Ship Orders

When ready to fulfill an order, mark it as shipped and enter tracking information. If integrated with a courier service, shipping details can be synced automatically.

 Print Invoices and Packing Slips

Generate and print invoices or packing slips directly from the order page. This helps streamline packaging and order dispatch.

 Handle Returns and Refunds

Manage returns and process refunds quickly by updating the order status and refunding through the system, depending on the payment gateway.

Benefits of Order Management with Informatix Systems

  • Centralized Dashboard: Manage all orders from one place with full visibility.

  • Time Efficiency: Quickly update, process, and track orders.

  • Customer Satisfaction: Send real-time updates and tracking to customers.

  • Accurate Records: Maintain detailed records for each transaction.

  • Integration Ready: Compatible with shipping, payment, and inventory systems.

FAQs

 Can I filter orders by status?
Yes, you can filter and search orders based on their status, date, or customer details.

 How are customers notified of order updates?
Customers receive automatic email notifications when the order status changes, such as shipping or cancellation.

 Can I edit order details after placement?
You can modify certain order details such as notes or shipping information before fulfillment.

 Is it possible to process refunds through the system?
Yes, if your payment gateway is integrated, refunds can be processed directly from the admin panel.

 How do I track shipped orders?
Once you add tracking information, it’s saved in the system and shared with the customer for real-time tracking.

 Who can help me with order management issues?
For assistance, contact support@informatix.systems or call +8801524736500.

Get in Touch

Need help managing orders on your platform?
Visit: https://informatix.systems
Email: support@informatix.systems
Phone: +8801524736500

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