Page History

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Information here varies according to the method of payment.

• PayPal and WorldPay
  PayPal is an online 'bank' that offers a payment transfer method that works with email accounts and allows customers to pay for their order against an account with funds held by PayPal, or against an established checking account, a debit card or a credit card. WorldPay works about the same. With PayPal, you can wait for the payment to clear before releasing the order.

• Offline Payment
  Click on Receive Payment to go the Order Manager's Receive Offline Payment(s) screen.

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Enter the amount received in the appropriate box, including a reference number if applicable.

• Invoice
  If the order is billed to a customer, the Invoice Number will appear in the payment information section.

• Credit Card Credit card information is displayed here.

• EFT
  Electronic Funds Transfer information.

Invoices

Click on the Invoice Number and you are taken to the Accounting Manager - Invoices, with details of the invoice.

• • Multiple invoices
    There can be multiple invoices associated with an order. This is especially true when the order is split into multiple shipments; typically there will typically be one invoice per shipment.
  • What triggers an Invoice?
    In the default flow in OFBiz, the creation of invoices is triggered for the items in a shipment when that shipment goes into the 'Packed' status.

Contact Information

• Name
  Click on the ID # to be taken to the Party Manager - Profile page in a separate window.
• Order Contact Mechanisms
  All contact information associated with the order is listed here. Each item shows how it is related to the order; for example: billing address, shipping address, billing phone number, primary email address, etc.
  • When the contact mechanism is an e-mail address...
    If e-mail, click on the Send E-mail link to send a message.
  • When the contact mechanism is a shipping address ...
    (What is this dropdown for?)

Shipment Information

There is one set of shipment information for each 'shipment group' associated with the order. A shipment group is specified by the customer when the order is placed and allows them to specify different shipping destinations and/or shipment methods (carriers/services) for specific quantities from specific items in the order.

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• • Cancel All Items
    An entire order can be canceled by clicking on this link.
  • Product
    • Catalog link takes you (in a separate window) to the Catalog manager, Product tab, with details about the specific product ID.
    • Ecommerce link takes you (in a separate window) to the specific item ordered on the customer facing ecommerce site.
    • Inventory link - TODO
  • Status
    The status of each item in the order is given.
    • When is Status helpful?
      'Status' is useful because sometimes an item might no longer be available, or a customer might cancel a part of an order or, if the Split choice is Yes or there are multiple shipment groups, some items may have been sent while others are still pending.
  • Quantity
    Reports the quantity ordered, canceled, and remaining.
    • When is 'Quantity' useful?
      'Quantity' is useful because sometimes a customer might cancel a part of an order. If the Split choice is Yes or there are multiple shipment groups, some items may have been sent while others are still pending.

Invoices

Invoices are created as shipments associated with items in this order go into the Packed status. Regardless of payment method ALL orders will have invoices associated with them as they are fulfilled. All accounting information is managed through the invoice(s).

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