Order Quick Actions

 

 

Order Quick Actions Details: 

Many of Homesome's customers receive a high volume of orders that often don't require a packer. This means opening an order, packing it, then marking the order as processed/completed is unnecessary and time-consuming. That's why we built Order Quick Actions - a quick way for you to update many orders. Learn more below: 

1. Navigate to your store's order manager

2. Click on the order view of your choice

for this example, we'll select "Received"

3. Click on the dropdown arrow

once you've found the order you want to take action on, instead of clicking "View Details" like you normally would, this time click on the drop-down arrow

4. Here you will see the new quick complete menu

In this menu you have the following options available:
Processed: marks the order as processed (packed)
Completed: marks the order as complete and captures the payment for the order
Canceled: cancels the order and releases any hold on the customer's card

5. For this example we'll click "Completed"

this will complete the order and it will be moved to the "Completed " tab

6. Confirming the actions

After clicking "Completed" the order was removed from the "Received" view and moved to "Completed". We can confirm this by clicking on the "Completed" tab

7. Order Confirmed

Below we see the order was completed and is in the correct view! This concludes our walk-through of the Order Quick Actions feature.

 

Conclusion

Now you know how to use the quick actions to help your team move quicker with all your orders! If you have any issues or feedback with the feature please reach out to [e-mail] we're always happy to help!