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PegasusCart® Documentation Orders

Orders


Overview

Under the Orders category members can handle particular aspects of order management including orders by status, relative shipping, and freight bundling options. The menu itself contains the following: Order by Status, Freight Bundling, and Shipping Options>.

Order Menu Breakdown

View Orders: View all orders.

New Orders: View all new orders.

Search Orders: Search for a particular order to display.

Pending Orders: View orders awaiting delivery and completion.

Cancelled Orders: View cancelled orders.

Completed Orders: View completed orders.

Freight Bundling: Consolidate shipping and cut freight costs by determining freight bundles by item combination.

Label Options: Displays order labeling.

Order Management

The PegasusCart® interface for managing orders comprises two components including: Filters, and the Order table.

Filters

Order filters are a life saver when it comes to managing large numbers of orders, or those collected over large periods of time. PegasusCart boasts a simplistic interface that displays filtering by Date, Status, Search String, and block filter status. Orders will naturally display by new order first, but filters can be customized as members need them.

Order Table

The order table displays all orders by Date, Customer, Order #, Total, and Status.

Managing Orders

To manage an order click it under the Order Table. An order window prompt will display conveying a number of important and editable details including: order status, order tools including geo-locate, invoice, packing slip, notes , order details like parts/products being sold, total price, billing, and shipping details.

Order Status

Dropdown for organizing the status of an order whether it is still pending, or is complete.

Order Tools

Geo-Locate: Displays the geographical location provided by a customer placed order.

Invoice: Displays an editable and printable invoice.

Packing Slip: Displays an editable and printable packing slip.

Notes: Contains referenceable notes.

Order Details

Displays the part #, description, tracking #, quantity, and price of each item in the order.

Billing and Shipping Details

Billing and shipping details are displayed under their respective sections. Any mistakes can be corrected by modifying the order.

Add a Tracking Number

To add a tracking number to an order, simply click Not Set under the Tracking column and add a tracking number. This tracking number can also be applied to all items in the order. Individually set tracking numbers helps provide members with the ability to make their shipping processes as efficient as possible.

Modify an Order

To modify an order, click Modify Order and reprocess the order as if you were the customer. This will cancel the original order and rerun the order as a separate order under a different order number.

Freight Bundle

Displays distinguished bundles for a certain number and variety of parts/products that can be shipped under one freight pallet in order to maximize the efficiency of shipping costs and establish fixed rates. Freight bundling is a unique and wonderful way to save on shipping costs, and get the most out of a shipping method.

Freight bundling is similar in structure and simplicity to that of the Mix N' Match Grouping page. All freight bundles are displayed in a group tile format that summarizes key information and can be customized easily. Bundles display three critical pieces of information include: Group Size, Base Price, and Total Items.

Group Size: Based on a point system, each item in a bundle accounts for a total point size that accumulates between all items in a bundle. When that bundle exceeds the max designated point size it cannot fit in the bundle in question.

Base Price: Base shipping price of a bundle.

Total Items: The total number of items in an existing bundle.

Creating a New Bundle

To create a new bundle, click New Bundle in the upper right-hand corner of the page.

Editing a Bundle

To edit a bundle, click View on any existing bundle.

Bundles are broken down into two components, properties of a bundle, and the freight items in a bundle.

Properties

Properties consist of the description, the base rate of the bundle, the maximum number of points allowed in the bundle, non-contiguous and international charges (if necessary), and stack rate options or how the bundle will behave with Freight Shipping methods.

Freight Item

Every freight item added to a bundle must have a designated point value in order to maximize the efficiency of a pallet.