The Order Management module in the Enterprise Settings of the OrderingPlus Dashboard is designed to help you efficiently manage and configure order handling processes. These advanced features allow you to optimize the handling of large volumes of orders and customize the management experience according to your business needs. Below, we'll explain how to use each of these options.
1. Combine Pending and In-Progress Orders
To simplify order tracking and viewing, you can merge the pending and in-progress order sections into a single view. This allows administrators to easily access orders that need attention without switching between different screens.
How to use it: Activate the "Combine Pending and In-Progress Orders" option to merge both sections.
2. Display External Order ID
For integration purposes, you can display an external ID instead of the standard order ID. This is useful if you work with external platforms that handle their own order identifiers.
How to use it: Enable "Display External Order ID" to show the external ID on orders.
3. Optimize Large Order Data
If you handle large volumes of orders, you can optimize data processing performance for faster and more efficient management. This improves the handling of large-scale orders.
How to use it: Activate "Optimize Large Order Data" to enhance performance when processing large amounts of data.
4. Display Search Box on Orders Page
To quickly find orders, you can enable a search box on the order management page. This makes it easier to locate specific orders by relevant details.
How to use it: Select "Display Search Box on Orders Page" to enable the search bar on the orders page.
5. Show Order Logbook in Chat
You can view the order history directly within the chat interface. This allows quick access to the log of events related to each order while communicating with customers or staff.
How to use it: Activate "Show Order Logbook in Chat" to see the order history logbook in the chat.
6. Customize Order Filters
You can set up custom filters to sort and view orders according to specific criteria. This helps manage large volumes of orders by allowing segmentation based on important fields.
How to use it: Use "Customize Order Filters" to choose and set filters that match your management needs.
7. Enable Manual Driver Assignment Notes
When manually assigning drivers to orders, you can allow specific notes to be added. This helps communicate important delivery details.
How to use it: Activate "Enable Manual Driver Assignment Notes" to add notes when manually assigning drivers.
8. Configure Custom Order Fields
You can define custom fields for orders, tailoring the order management to your business's specific needs. This is useful if you need to collect additional information for each order.
How to use it: Set up "Configure Custom Order Fields" to define the custom fields you require.
9. Export Order Messages in Reports
Include order-related messages in the report export. This is useful for having a complete record of communication about each order.
How to use it: Enable "Export Order Messages in Reports" to include messages in the order reports.
10. Export Push Notifications in Reports
You can also include push notifications related to orders in the report export, allowing a detailed analysis of the notifications sent during the order management process.
How to use it: Activate "Export Push Notifications in Reports" to include notifications in the reports.
These Order Management features in the Enterprise Settings provide advanced order management, enhancing efficiency and tailoring the process to each business’s specific needs. Explore and adjust each option to optimize your order management effectively!