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Order Notes

Sales Orders Sales Orders (Detail)

A user may add notes to a Sales Order here.  Use the controls to add a note or a task. Email ...

Updated 1 year ago by Mike

Balance

Sales Orders Sales Orders (Detail)

This will show a complete breakdown of the Sales Order VAT content, with additional detail on t...

Updated 1 year ago by Mike

Apply Discounts

Sales Orders Sales Orders (Detail)

Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo...

Updated 1 year ago by Mike

Delivery Information

Sales Orders Sales Orders (Detail)

Edit delivery information here. Same as billing This will copy the billing address to the del...

Updated 1 year ago by Mike

Apply Delivery

Sales Orders Sales Orders (Detail)

Use the controls in this section to add or change the delivery type associated with a Sales Ord...

Updated 1 year ago by Mike

Loyalty Scheme

General

The IXO Commerce loyalty scheme works on a simple basis. A registered customer will earn a certai...

Updated 1 year ago by Mike

FAQs

Sales Orders Sales Orders (Detail)

How can I find the profit margin on a Sales Order? Look in the Order Details section of the Sale...

Updated 1 year ago by Mike

Loyalty

Sales Orders Sales Orders (Detail)

This section displays the loyalty points accrued by the customer, their monetary worth, and inv...

Updated 1 year ago by Mike

Discount Management

Sales Orders Sales Orders (Detail)

Promotions and manual discounts are displayed and can be managed in this section.  Discounts w...

Updated 1 year ago by Mike

Customer Details

Sales Orders Sales Orders (Detail)

This section can be used to amend the customer details. Some details can only be edited as part...

Updated 1 year ago by Mike

Status Management

Sales Orders Sales Orders (Detail)

Status management may be used to adjust the status of a Sales Order. It's use is limited as mos...

Updated 1 year ago by Mike

Invoice

Sales Orders Sales Orders (Detail)

The invoice section allows you to review paperwork for the Sales Order. If the document has pr...

Updated 1 year ago by Mike

Process Payments

Sales Orders Sales Orders (Detail)

Use this section to add Payments to the Sales Order. Available Payment Types will be visible h...

Updated 1 year ago by Mike

Order Number

Sales Orders Sales Orders (Detail)

The Sales Order number is a sequential number.  This is automated.

Updated 1 year ago by Mike

Incompatible Postage

Postage

Incompatible postage occurs when a customer purchases multiple items that do not share the same p...

Updated 1 year ago by Mike

Postage Zones

Postage

A Postage Zone is a limited geographical area to which you will apply delivery rules.  These are...

Updated 1 year ago by Mike

Postage Prices

Postage

To set up postage prices, begin by selecting a postage zone. Each zone can have its own pricing, ...

Updated 1 year ago by Mike

Summary

Add to Basket

The add to basket pop up can show a 'Free Delivery tracker'. This is based on the potential or fr...

Updated 1 year ago by Mike

Despatching Order Lines without Stock

General Stock Management

It is possible to dispatch line items without stock, either through the POS or via the CMS (order...

Updated 1 year ago by Mike

Swatch Assignment Tool

Swatches

Normally, you’d have to open each collection and product individually to remove or add a swatch. ...