Quick overview – order processing / invoice printing

OMINS makes it easy to locate which orders are paid and can be shipped/dispatched.  It is achieved by using certain pre-defined search filters in OMINS.

There are two ways you process an order, once it has been paid.

1)  You or your staff does a manual check on orders, like address check i.e. rural or non-rural, product compatibility, order reference number confirmation, etc.

2)  You DO NOT do a manual check and just go ahead with dispathc once it is paid.

1)  IF YOU WANT A MANUAL CHECK BEFORE SHIPPING (FIRST OPTION)

If you check paid orders routinely before printing invoices and shipping them, you should be using method outlined in “help on ready status”.

2) IF YOU DO NOT WANT A MANUAL CHECK BEFORE SHIPPING (SECOND OPTION)

If you just want to go ahead with printing and shipping the paid orders, without any further manual check, you can simple follow these steps.

From the find drop-down select “to print and dispatch today” and hit the search button as shown in pic 1 below:

to-print-and-dispatch-01
(click image to enlarge)

The list will then display all orders that have been paid and not printed. Note:  This will not show orders having “pending details” status.  see help on pending detail status.

You can do a select all (or can print one by one by selecting one) and then press the Print button to print packing slips for all those orders. (see pic 2 below)
to-print-and-dispatch-02
(click image to enlarge)

Next you can select default, this will select the one defined in your promo group settings or you can select the type of report you want to print i.e. packing slip/invoice/address sticker report. See pic 3 below
to-print-and-dispatch-03
(click image to enlarge)

The selected orders will be marked as “printed”. You can then proceed to dispatch these orders and then input tracking numbers accordingly. (See parcel tracking guide for details)

need further assistance email us  support@snipesoft.net.nz

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