Sales Overview

Sales overview

Sales overview

  In the sales overview, you can see all transaction records, and you can also open individual forms for different orders from here. Depending on the progress of the transaction, there may be forms such as: order, invoice, delivery note, packing list, warehouse receipt, etc.

 

 

Search for transaction history

  Open the CMS,click on ordersclick  on sales overview .

Click Sales Overview

 

  Click on the Abandoned Cart tab and you can see the abandoned orders that are made up of items that the customer added to the cart but did not place an order.

tab Abandoned carts

 

  By clicking on the different tabs, you can choose to view only the transaction history of the online store, CMS or POS, or you can view all the transaction history.

tab Webshop/POS/CMS/All

 

  By clicking on the different status categories, you can choose to view only transactions in the Paid, Pending Pickup, Pending Delivery, Delivery, and so on.

tab All

 

  search box

    You can search for transaction records by entering any keyword that matches the transaction records you want to search in the search box.

Search box

 

  filter

    Click the filter icon next to the column headerenter keywordPress Enter to filter the data in this column.

Ecken

 

  Sort

    Click the sort icon next to the column header to sort the data in this column.

    When the sorting icon is shown in the red box in the figure below, it means that the current list is not sorted by this column, and only one column of information can be used for sorting at a time.

Sort Aiken

   

    When the sorting icon is shown in the red box in the figure below, it means that the current list is sorted by this column, and the sorting method is from largest to smallest.

Sort Aiken

 

    When the sorting icon is shown in the red box in the figure below, it means that the current list is sorted by this column, and the sorting method is from small to large.

Sort Aiken

 

    Click the sorting icon to switch between the above three states.

 

 

The selection list displays the content

    Click [Show/Hide field] at the top right to select the contents of the transaction history you want to view.

顯示/隱藏欄

 

 

 

View the individual forms of the order

  In a transaction record, under the form status column, click the color status bar to view the form details.

  For example, click the color status bar for the order status bar.

Order status bar

 

  You can open the prder details page for the that transaction.

Order details page

 

 

Modify the state of the form

  In a transaction record, under the form status column, click the small pen icon next to the color status bar to modify the status of the form.

  For example, you can click the small icon next to the [Preparing] status in the Outbound Status column to change the status of the outbound order to Ready or Ready.

Modify the form status

 

  After the status of the outbound order is changed to Exited, the status of the outbound order changes as shown in the following figure.

Exit status bar

 

 

Cancel transaction records

  Find the transaction record you want to cancel, click on the right  That's it.

Cancel the transaction