Order Management in the Picker App

This article will review how to do the following actions:

• Filter orders by store and pricelist
• Find orders
• Edit order (fulfillment date/time, item quantity/price)
• Complete and cancel orders
• Refund orders 
• Reactivate orders

How to filter by store and pricelist

1. From the "Today" tab select the filter icon located in the upper right hand corner 
2. Select applicable options to filer the orders and tap on "Apply Filter" 

     

How to view today’s orders

1. Click on the "Today" tab located on the bottom bar
2. Here, you'll see today's orders, organized in chronological order

How to view order history

1. Tap on the "History" tab located on the bottom bar
2. Select the calendar icon located in the upper right hand corner
3. Enter the start and end dates for the orders you want to view. To see future orders, choose a timeframe that includes future dates
4. A list of orders within the selected timeframe will be displayed

       

How to edit order fulfillment date/time

1. Locate the order
2. Scroll through the list of items or collapse the list, then select "Fulfillment"
3. Tap the pencil icon to edit the date and/or time

How to update item quantities and make price adjustments

1. Locate the order
2. Long press on the item that needs to be edited
3. Tap on the applicable option, "Update Quantity" and/or "Update Price"
4. Enter the new quantity and/or price and tap on "Update"

   

How to cancel an order

1. Locate the order you need to cancel
2. Open the order and select the more options button (vertical dots in the upper right hand corner) or long press on the order card 
3. Tap "Cancelled"

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How to complete an order

1. Locate the order you need to mark as complete
2. Open the order and select the more options button (vertical dots in the upper right hand corner) or long press on the order card 
3. Tap "Completed"

       

How to issue a refund

1. Locate the order you'd like to refund
2. Tap on the order card
3. Select the more options button (vertical dots in the upper right hand corner)
4. Select "Refund"
5. Enter the amount to refund and click "Refund"

NOTES:

• If an order is canceled, there is no need to manually issue a refund; the full charge is automatically refunded.
• Orders that are not yet completed cannot be refunded.
• Refunds are returned to the original credit card used for the order, and the customer will receive an email confirmation of the refund automatically.

 

How to reactivate an order

NOTE: Reactivating an order will create a new charge 

1. Locate the order you'd like to reactivate
2. Open the order and select the more options button (vertical dots in the upper right hand corner) or long press on the order card 
3. Tap "Reactivate Order"