Page History

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• Payment Information
  Information here varies according to the method of payment.
  • Payment Method
    With PayPal, you can wait for the payment to clear before releasing the order.
    • 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.
    • Offline Payment (Receive Payment)
      Click on this link to the Order Manager's Receive Offline Payment(s) screen.

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• • • 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.

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• • • 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; 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 contact is e-mail ...
      If e-mail, click on the Send E-mail link to send a message.

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• 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.
  • New Shipment for Ship Group X
    This link is available for each ship group. Clicking on this brings you to the shipment creation page with the Order ID and the Ship Group Sequence ID filled in. From there just click Update to create the shipment, and go through the manual shipment process (issue/add order items to shipment, assign shipment items to packages, enter package info such as weight, enter routing/shipping info; then finally change the status).
  • View/Edit Delivery Schedule Info
  • Quick-Ship Entire Order
    This creates a shipment for each ship group and origin facility (warehouse) that the order is associated with. Each shipment is then moved to the Packed status which causes invoices to be created, which in turn causes authorized credit cards to be captured if applicable, etc.

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• • Shipments # (Link)
    Click on the number to be taken to the Facility Manager - Shipments tab - View Shipments screen for the UserApplicationOverview actual shipment data.
  • Create Return
    This brings you to a screen where you can create a Return, which can then be referenced to process the return when the actual goods are received.

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• Order Items
  • 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.

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• Invoices
  Click on this link to be taken to the related invoice in the Accounting Manager-View Invoices screen.

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Order Inventory Information

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