This guide will help you to better manage the paid order and to keep track of the cart statuses. We will be replacing the tags with new statuses as below:
Previous Tags:
- Paid
- Problematic
- Shipped
- Archive
New Tags:
- Paid
- Packing
- Shipping
- Delivered
- Failed Delivery
- Archive
Here is the description of each status:
How to Update Paid Cart
On Single Shipment Cart
- Go to “Paid Orders” and select “Paid” tab
- Click “Paid” under “Status” column to expand the available status
- Choose which status to update
On Multiple Shipment Cart
- Go to “Paid Orders” and select “Paid” tab
- Click the “+” icon to expand the cart. For multi shipment, it contains 2 separated carts. You can select the cart by ticking the box
- Click “Paid” under “Status” column to expand the available status
- Choose which status to update
How to Mass Update/Move Cart Statuses
- On “Paid Order”, tick “Select All Boxes” at the top or you can tick the box one by one for selected carts
- Click on “Bulk Update”
- Select the “Status” you want to move the carts into
- Click on “Check & Update Status”, there will be a confirmation box as shown below:
5. Click “Proceed” and the carts will be moved into the selected status
To help you find your orders easily, you can use the following filters in the search bar:
- Cart Id
- Facebook Username
- Instagram Username
- Buyer App Account Name
- Recipient Name
- Phone Number
- Postal Code
For Advanced Search, click on the icon as shown below.
New Advanced Search Filter options:
- Previous Tags (Shipped, Problematic, Archive)
- Shipping Group search filter
- Delivery Method search filter
- Product Code search filter
- Customer Name search filter
- Advance search filter
- Reset button
Action Button:
- Download Invoice
- View Note
- View Reason
Associated Accounts under the Buyer Name column: this shows all customer’s account names on Facebook, Instagram and the Upmesh account when customer login to checkout.
How the accounts are associated with the order:
Facebook:
The Facebook account customers use to comment and checkout will be shown in associated accounts.
Instagram:
The Instagram account customers use to comment and checkout will be shown in associated accounts.
Upmesh Buyer App:
The Upmesh Buyer App account customers use to checkout will be shown in associated accounts.
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