Expandly: Help & Support

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Logo1.png Managing orders - viewing, updating, editing and archiving

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Overview

View, manage and process your sales orders directly in Expandly.

Video

Coming soon.

Steps

If you’re using a shopping cart, you’ll need to map order statuses first, in the Manage Sales Channel page (for more details instruction on how click here)

1. Click Sales Orders (left menu) and Manage Sales Orders

Expandly_-_Manage_sales_orders.png

2. From the Manage Sales Orders page, you can:

Download sales orders - by clicking the Manual Import button (top right) - this happens automatically every 15 minutes

Search sales orders - by using the filtering options (top right)

View sales orders - view information at a glance including sales channel, order number, customer name and country, SKU, product name, quantity ordered and remaining stock, order date and sale price

View order status - see the order status to the right of each order (paid for, picked, shipping label printed, shipped, complete)

Expandly_-_Sales_order_status.png

To update the sales order status:

1. Find the sales order you want to update

2. Click Actions (right side) and select Mark as picked, shipped, returned or cancelled

To edit the sales order:

1. Find the sales order you want to edit

2. Click Actions (right side) and select Edit

To put a sales order on hold:

1. Find the sales order you want to put on hold

2. Click Mark as on hold (right side) - you'll notice a pause icon in the order status area Expandly_-_pause.png

3. Click Mark as not on hold (right side) - when ready

To add tracking details to an order:

1. Find the sales order you want to add tracking details to

2. Click Actions (right side) and select Add Tracking Details

To print shipping labels:

1. Find the sales order you want to print the shipping label for

2. Click Actions (right side) and select Print Shipping Label

Archiving

1. Find the sales order you want to archive on the Manage Sales Order page

2. Click Actions (right side) and select Archive Order and then Ok

Viewing archived sales orders

1. Click Sales Orders (left menu) and then Archived Sales Orders

Expandly_-_Archived_sales_orders.png

2. To view more detailed information click Actions (right side) and select View

Un-archiving sales orders

1. Click Sales Orders (left menu) and then Archived Sales Orders

Expandly_-_Archived_sales_orders.png

2. Find the sales order you want to un-archive and click Actions (right side) and select Redo

1. Find the sales orders you want to perform bulk actions to on the Manage Sales Order page

2. Select the orders by ticking the boxes to the left

3. Click Bulk Action (top right) Expandly_-_Merge_products_2.png and select the bulk action you want to perform:

Change the order statuses to paid, picked, shipped, complete, on hold or not on hold

1. Find the sales orders you want to perform bulk print actions to on the Manage Sales Order page

2. Select the orders by ticking the boxes to the left

3. Click Print (top right) Expandly_-_Print.pngand select the bulk printing action you want to perform:

Pick list

Invoice

Shipping label (generate or cancel)

Archive orders

Send orders to Xero

Print shipping labels

Next Steps

Now you've processed orders through Expandly, you might want to:

Run reports through Expandly

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact us

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