Order Modification Lightbox

ORDER MANAGEMENT > ORDER > ORDERS

Use the Order Modification lightbox to view and modify the details of a customer's order.

You can access this lightbox:

•

From the New Order lightbox. When you have entered all the information required to create a new order and clicked the Start Order button, the lightbox saves the new order information and launches the Order Modification lightbox.

•

By selecting an Order in the Order page and, in the Order details panel, clicking

Edit in the panel toolbar.

Accessing the Order Modification lightbox:

In the Order Details panel toolbar, click

Edit Order.

If the order is currently being modified by someone else, you will be prompted to select one of the following options:

•

Override — takes ownership of the order including any changes saved by the previous owner.

•

Dismiss — takes ownership of the order and discards any of the previous owner's changes.

•

Cancel — returns to the details panel.

If you are currently modifying the order, you will be prompted to select one of the following options:

•

Click Resume — takes ownership of the order so that you can continue with your work in progress.

•

Click Dismiss — takes ownership of the order and discards any of your previous changes.

•

Click Cancel — returns to the details panel.

The Order Modification lightbox is displayed.

Other than for the Customer tab, the tab that appears when the lightbox opens is the same tab that was open in the Order Details panel.

For example: When the Discounts tab is selected in the Order Details panel, and you click Edit Order, the Discounts tab is automatically displayed in the Order Modification lightbox.

Canceling a modified order:

•

At any time, you can click the cancel button on the right side of the lightbox.

This cancels all changes, even those of a previous owner because either the user accepted ownership of the changes for another user or dismissed those changes when taking control.

The following controls and commands are common to all tabs:

Name	Description
Issue icon	This icon can appear in any or all tabs in the Order Navigation panel to indicate that something is missing or incorrect. Click the icon to view the details.
Order modification banner	Contains general order information
Order Number	Displays the order number after the order has been submitted and its order number has been created.
Customer	Displays the name of the customer.
Scope	Displays the scope in which the order was placed.
Order Status	Displays the status of the order. Values reflect the life cycle of the order: New, Pending Process, In Progress, On Hold, Canceled, Ready, Fulfilled.
Add Note icon	Opens the Order Notes panel which you can use to review and enter notes for the order.
Cost Breakdown section	Displays a summary breakdown of the cost for the current order.
Number of Units	Displays the total number of units in the order.
Merchandise Total	Displays the total cost of the items in the order.
Line item Discounts	Displays the discounts applied to product line items.
Order Discounts	Displays the discounts applied to orders that use a coupon code.
Discount	Displays the total of the discounts applied to the order.
Sub-Total	Displays the Merchandise total minus the Discounts.
Fulfillment Cost	Displays the fulfillment cost applied to the order.
Total Tax	Displays the total of any applied taxes.
Total Adjustments	Displays the total of any adjustments made to the price of an order. Total Adjustments are only displayed when an operator has made an adjustment. Adjustments can only be made if the Administrator has enabled the option to make adjustments to orders.
Total	Displays the total cost of the order including taxes, shipping, and any adjustments if applicable.
Paid	Displays the amount that the customer has already paid towards the cost of the order.
Balance	Displays the balance to be paid.
Toolbar	Contains the controls required to manage the order.
Update Total button	Updates the Cost Breakdown of the order.
Validate Order button	Verifies that all the required fields have been filled correctly. If any errors are found, the relevant panels or sections that require modification are marked with an issue Icon. Otherwise, an Order Summary page is displayed and the Submit Order button is made available in the toolbar.
View Order Summary button	Closes the lightbox and displays the order summary in the Order Modification lightbox. This button is only available when the order has been successfully validated.
Submit Order button	Submits the modified order. This button is only available when the order summary has been viewed and successfully validated.
Cancel button	If you have ownership of the order, this button cancels all changes made to the order and closes the lightbox. If you do not have ownership of the order, this button cancels any changes you have made and closes the lightbox.

The Order Modification lightbox consists of the following tabs:

Customer Tab

You can use the Customer Tab to display basic information about the customer. You can modify the information displayed but the modifications are made to the order only and not to the actual profile of the customer. You can also display details about the order location.

The Customer tab contains the following controls and commands:

Name	Description
Account Type	Indicates whether the customer has a login account on the website or not (is a registered user or a guest user).
Last Name	Displays the customer's last name.
First Name	Displays the customer's first name.
Email	Displays the customer's email address.
Phone	Displays the customer's telephone number.
Order Location	Specifies the store that will process the customer's order.
Info icon	Opens an info panel that displays details about the order location.

Modifying customer information:

•

Enter the new value(s) in the field(s) that you want to modify.

Displaying Order Location information:

•

Click the order location info icon.

The order location info panel slides open and displays the details of the order location.

Note that after submitting the order, the customer will be associated with the scope of the selected order location. This means that the customer's scope association can change.

Items Tab

You can use the Items Tab to display and manage the items contained in the order which are grouped by shipment.

The Items tab contains the following controls and commands:

Name	Description
Shipment information header	Groups the information for each shipment in the order.
Shipment number	By default this is 1.
Units	Displays the number of items in the shipment.
Method	Displays the name of the shipping method along with the cost.
Shipped Date	The date when the shipment was sent out.
Destination	Displays the Shipping address. By default, this is the address selected as the Shipping address when editing the Customer details panel.
Status	Displays the status of the shipment.
Item List	List of items in the shipment with item information
Items	Displays the product display names and any key variant display names of the items in the shipment. Provides a link to a view of the details of the item attributes and current inventory location information. When the item or SKU / Product ID descriptions exceed the space available, an ellipsis is displayed. Double-click the item to view all the information.
SKU / Product ID	Displays the Stock Keeping Unit (SKU) and Product ID for each item. When the item or SKU / Product ID descriptions exceed the space available, an ellipsis is displayed. Double-click the item to view all the information.
Status	Displays the status for each item.
Price	Displays the unit price of each item. Note: If the current price is of type discount and is less than the regular price, the regular price is displayed with a strike through along with the current price.
Qty	Displays and you can specify the quantity of each item that was included in the order.
Update icon	Updates the Cost Breakdown of the order.
Total	Displays the total cost (price x quantity) of each item.
Remove Item icon	Removes the corresponding item from a shipment and the order.
Add product	Contains the controls and commands used to add a product by its ID
Product ID box	You can enter the Product ID of a product you want to add to the shipment.
Product Quantity box	You can specify the quantity of the product you want to add to the shipment.
Add icon	Adds the specified product to the shipment.
Toolbar	Contains the controls and commands used to manage the product items.
Transfer Products button	Unavailable until you click a selection box for a product. Opens a Product Transfer dialog where you can create a new shipment for the product or transfer the product from one shipment to another.
Add Products icon	Opens the Product Picker panel that you can use to browse or search for products. This option is useful when you do not know the product ID or when you want to add multiple products to the order.

Fulfillment Tab

You can use the Fulfillment tab to view and modify the fulfillment details for each shipment in the order.

The Fulfillment tab contains the following controls and commands:

Name

Description

Shipment information header

Groups the information for each shipment in the order.

Units

Displays the number of items in the shipment.

Merchandise Total

Displays the total cost of the items in the shipment.

Status

Displays the status of the shipment.

Add Note icon

Opens the Shipment Notes panel which allows you to enter notes for the shipment.

Delete Shipment icon

Removes the shipment and any related items from the order.

Fulfillment

Groups the order fulfillment options

Type

Specifies how the order is to be fulfilled (Delivery, Pick-Up, Shipping, or Ship to store). This fulfillment type option has an impact on which fulfillment Options are offered.

Destination Store

Specifies the store that the order should be shipped to.

Fulfillment Location

Lists the sales locations where the shipment can be processed either in the current scope or in one of its child scopes. Specify a Store or Warehouse location from the list.

Note: The Assign Automatically option applies order routing logic to automatically select the store or warehouse that should fulfill the order.

Info icon

Opens an Info panel that displays details about the selected sales location.

Option

Lists fulfillment options.

•

When Ship to store is selected, displays the ShipToStore options and the costs.

•

When Shipping is selected, displays the names of the shipping providers and their shipping costs.

•

When Delivery is selected, displays the delivery options and the delivery costs.

•

When Pick-Up is selected, lists pickup options with any associated costs.

Schedule and Cost

Displays when fulfillment is scheduled to complete and how much it is expected to cost.

Scheduled Fulfillment

Specifies As soon as possible or Specific Date & Time.

As soon as possible

ASAP fulfillment date. Selected by default with a new order. The system picks the next available time slot for pickup or delivery.

Specific Date & Time

Opens the Schedule Fulfillment dialog box or panel which you can use to manually select a date and time for delivery. If selected, the label disappears and the date and time appear beside this radio button.

Release Slot

If a scheduled date is reserved, then a Release Slot link is visible. Clicking on the link removes the assigned time slot.

Edit Date & Time

Opens the Schedule Fulfillment dialog box or panel so that you can manually select a date and time for delivery.

Fulfillment Cost

Displays the cost associated with the selected Fulfillment Option.

View Details link

Opens an order summary panel which displays a summary of the order's costs by shipment. Information will be added as the order is completed.

Information

Displays the Destination/Location and you can edit the delivery address.

Destination/Location

Displays the Destination/Location address.

•

When Ship to store is specified, this is the specified Destination store address.

•

When Shipping is specified, no destination address is displayed.

•

When Delivery is specified, this is the specified Customer Delivery address.

•

When Pick-Up is specified, this is the Store or Warehouse Pick-Up address.

Edit Address link

Available if the shipment is delivered to or shipped to the Customer's address. Opens the Edit Address lightbox to select another Destination address or add a new address.

Toolbar

Contains the Add New Shipment icon.

Add Shipment

Adds a new shipment to the order.

Payment Tab

You can use the Payment tab to specify the payment method and other billing information for the order. You can also view a list of payments and a cost breakdown per payment, or modify a payment.

•

By default when creating an order, there is one empty payment with status New and the amount corresponds to the order total.

•

All the active payments are listed from most recently added to least recently added.

The Payment tab contains the following controls and commands:

Name	Description
Payment Header	Contains basic payment information including order total and remaining amount.
Total	Displays the amount of the transaction.
Remaining	Displays the amount remaining.
Refresh	Displays the amount outstanding.
Adjust Price link	Opens a Price Adjustment section where an operator can make adjustments to the price of the order. This is only displayed when the Administrator has enabled the team to make adjustments on orders.
(Price Adjustment insert)	If price adjustments are enabled and the operator has clicked on the Adjust Price link, groups the controls required to adjust the price of an Order.
New Total	A box containing the total price and arrows that the operator can use to change the price upwards or downwards.
Adjustment	The difference between the calculated price and the New Total price.
Reason	The reason for adjusting the price.
Method	Groups the options related to the payment method.
Payment Provider	Select which supported payment provider to use for Debit or Credit transactions. Represents an external payment service supplier application such as the PayPal payment option, for example.
Payment Option	Select a payment option that the customer will use to pay for the order. This option can change according to the Payment Provider selected.
Payment Status	Displays the status of the transaction.
Billing	Groups the options related to the billing method. (These options change according to Payment and Fulfillment panel settings.)
Same as delivery	(radio button) Selects the Shipping address as the Billing address. Available if the payment method is Credit or Debit and the fulfillment method is shipping or delivery and a billing address has not been specified in the Customer's Profile.
Specify Address	(radio button) Allows you to select a Billing address, if another address exists in the Customer's Address book. Available if the payment method is Credit or Debit and the fulfillment method is shipping or delivery. The default is the Billing address from the Customer's Profile.
Edit Address link	Opens the Edit Address lightbox where you can select an address from the Address Book or click New to add a new address for the Billing address. Information entered here will be saved to the customer's profile.
Information	Groups payment information about the shipment.
Amount	Displays the shipment's total cost.
View Details link	Opens an order summary panel which displays a summary of the order's costs by shipment. Information will be added as the order is completed.
Enter Payment Information	Opens a Payment dialog. The options presented can vary depending on the Payment Option selected..
Void Payment button	Removes the selected Payment method. Resets the Payment Provider and Payment Method to null.
Transaction Status	Displays the status of the payment transaction. This field is only displayed when a credit card payment method has been selected.
Credit Card	Displays the credit card number This field is only displayed when a credit card payment method has been selected.
Add Payment	Add a payment. This can be a complete payment, partial payment, the remaining balance for a payment, or an empty payment.

Changing the Payment Method:

•

Once a Payment method has been validated and saved, you can only change it by clicking the Void Payment button and starting over again.

Discounts Tab

You can use the Discounts tab to view or modify the list of promotions applied to the order.

The Discounts tab consists of two sections (Discounts and Coupons) which contain the following controls and commands:

Name

Description

Discounts

Groups the controls and commands that support using Promotions in an order.

Promotion

Displays the name of promotion and the name of the campaign that it is associated with.

Type

Displays the type of reward offered by the promotion. Possible values are as follows:

•

Item- Indicates that the reward offered impacts the price of a product.

•

Order- Indicates that the reward offered impacts the price of the order.

•

Shipping- Indicates that the reward offered impacts the cost of shipping the order.

Target

Displays the item for which the reward is offered.

•

If the discount type is Item, the name and ID of the implicated product is displayed.

•

If the discount type is Order, 'n/a' is displayed.

•

If the discount type is Shipping, the name of the implicated shipping method is displayed.

Discount

Displays the dollar amount of the discount.

Coupons

Groups the controls and commands that support using Coupons in an order.

Coupon Code

Displays the name of the coupon code.

Promotion

Displays the name of the promotion and the name of the campaign that it is associated with.

Status

Displays the status of the coupon code. The statuses are as follows:

•

Active

•

Purchase conditions not met

Remove icon

Click the remove icon to remove the coupon code from the order.

Coupon Code field

Specify a Coupon Code.

Note: The coupon code field is only available when creating a new order.

Apply button

Click Apply to apply the coupon code to the order. The statuses are as follows:

•

Invalid - The coupon is not valid.

•

Active - The coupon code is valid and has been accepted. The Active status indicates that the coupon used affects the price of an order.

•

Purchase conditions not met- The coupon code is valid, but has not been accepted.

For more information about Adding a coupon to a new order or removing a coupon from an order, see Managing Coupons.

Attributes Tab

You can use the Attributes tab to view and modify the attributes of the order.

The Attributes tab consists of two sections (Order Status and Attributes) which contain the following controls and commands:

Name	Description
P.O. Number	Associates a purchase order number with the order.
Order Status	Displays the status of the order.
Categorize view button	Displays the attributes in groups by category.
Alphabetic view button	Displays the attributes in alphabetic order
Search Filter field	Filters the list of attributes based on the text entered.

For more information, see Controlling Attribute Views

REFERENCES

•

Modify Orders

•

Order Details Panel