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

This screen is used to assist in replenishment of stock within the business. it summarises a variety of information, then collates that to produce a recommended quantity to order/transfer. It must be filtered by Store and Supplier in order to work, but may al...

This may be used as an Import or an Export. Export Use these filters to limit which columns are exported. Use the filters to narrow your selection, then click 'Export'. This will generate a file that will include all Products that match your filters.  Th...

This screen is used to Pack and Despatch Sales Orders and barcode scanning can be used to speed up and verify the workflow. This is broken into three tabs: Awaiting Packing Awaiting Despatch Awaiting Collection The expected workflow is that all Sales ...

This can be done manually, or via a barcode scanner. Packing an Item Manual Process Tick the line items to process, and then use the button to complete the action: Barcode Process Correct Item Incorrect Item A warning will be shown if an incorrect i...

This screen portrays a summary or your Sales Orders. It can be used to search for a specific Sales Order, observe a filtered view of your Sales Orders, or process them. By default, this screen with show 'active' Sales Orders, which are those that require acti...

You can process multiple orders simultaneously from this screen. You can choose to: Print Picking Lists Print Invoices Print Shipping Labels Despatch Sales Orders Add Notes (the same note to multiple Sales Orders) This can send the multiple emails t...

Use this screen to find similar orders. You can filter by a variety of fields, including: Field Purpose Search Search for a Sales Order number, a customer name or a post code Status Choose from:   ACTIVE ALL Draft ...

 The Sales Order Detail page displays all of the information relevant to the Sales Order, allows the user to process it, add notes, manage payments, etc. Page Breakdown This is one of the most complex pages within IXO Commerce. Below is a breakdown of the ke...

Use this to add delivery details to a Sales Order Field Purpose Book Delivery This will open a pop up to Schedule the Sales Order for delivery   See Scheduling for more information Requested Delivery Date Input a requested deliv...

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

This section shows key information about the Sales Order, including: Field Purpose Date/Time Date and time the Sales Order was created Order Type Retail or Trade VAT Type How VAT should be applied to pricing (inclusive/exclusi...

A list of existing payments will be shown here, along with any relevant information, including date/timestamps, payment methods and references. PENDING Payments Certain payment types (Finance and Other by default) require secondary confirmation; this is be...

Use this section to add Payments to the Sales Order. Available Payment Types will be visible here.  If you need to finalise a PENDING payment, you will need to manage Existing Payments How to Add a Payment Different payment types may have different payme...

The Order Status is set automatically based on a variety of things within the Sales Order. These can be used to filter the list of Sales Orders. A List of Statuses These statuses have an impact on the function of the system. For example, it may be impos...

Status management may be used to adjust the status of a Sales Order. It's use is limited as most statuses are automated based on various factors.  Possible Actions Field Purpose Convert to Order This will change the status of the Sales O...

The invoice section allows you to review paperwork for the Sales Order. If the document has previously been downloaded, it will be labelled as such Although on Sales Orders with the status Quote, this will read 'Quote Pending', the document is almost ident...

This section can be used to amend the customer details. Some details can only be edited as part of the Customer record. Click on the customer name hyperlink to open the Customer record

Edit delivery information here. Same as billing This will copy the billing address to the delivery address. Collection Store If the delivery type 'collect' has been selected for this order, you can select a Ccollection Store from the list.  A Store must...

This section will show a list of Order Products, which are separated into individual Sales Order Lines. Product Types Different products will display differently, with different information.  Standard Products These are products without Customisations.  ...