Order Operations

Add Note to Order

To add notes to an order:

  • Click the More Options icon (Three Dots icon) on the upper right of the cart
  • Choose Add Note
  • Add the notes you need and click Save

On-hold & Retrieve On-hold Orders

To put an order on-hold:

  • Click the More Options icon (Three Dots icon) on the upper right of the cart
  • Choose Save Current Cart

To retrieve an on-hold order:

  • Click the More Options icon (Three Dots icon) on the upper right of the cart
  • Choose Retrieve On-hold Orders
  • A pop-up with the list of on-hold orders will appear
  • Click Retrieve on the order you need, or click the Trash Bin icon to delete it from the on-hold order list
  • The order retrieved will appear on Sell Screen

Send cart to customer’s wish list

Some customers may want to experience the products in store and purchase online later. You can help them save time and make sure they won’t forget anything (aka you lose a sales chance) by sending the cart to their wish list.

To send cart to customer’s wish list:

  • Click the More Options icon (Three Dots icon) on the upper right of the cart
  • Choose Send to Customer’s Wish List

Refund & Exchange

In order to refund:

  • From your Sell Screen, go to Order List
  • Search for the order you need using customer information (name, phone number, email address) or order information (Client Order ID or Magento Order ID) in the search bar or using the filters
  • Click to select the order and then click Refund
  • You’ll be redirected to Sell Screen with the selected order. Click to choose the products your customer want to refund.
  • Tick the square box if you want the returned products back to stock.
  • Click Pay and choose the payment method your customer wants to be refunded to.
  • Click Complete

Refund by GiftCard & StoreCredit

(Available for Premium pack only)

To enable refund by GiftCard & StoreCredit:

 Go to Settings > POS Setting > Integrations > Enable GiftCard & StoreCredit setting.

You can now refund with GiftCard & StoreCredit:

  • From your Sell Screen, go to Order List.
  • Search for the order you need using customer information (name, phone number, email address) or order information (Client Order ID or Magento Order ID) in the search bar or using the filters.
  • Click to select the order and then click Refund.
  • You’ll be redirected to Sell Screen with the selected order. Click to choose the products your customer want to refund.
  • Tick the square box if you want the returned products back to stock.
  • Click Pay and choose Refund to GC or Refund to SC.
  • Click Complete.

 Note: Refund to Store Credit only available for Magento 2 Enterprise Edition.

Exchange

In order to exchange:

  • From your Sell Screen, go to Order List
  • Search for the order you need using customer information (name, phone number, email address) or order information (Client Order ID or Magento Order ID) in the search bar or using the filters
  • Click to select the order and then click Refund
  • You’ll be redirected to Sell Screen with the selected order. Click to choose the products your customer want to refund.
  • Add the new item your customer want to the cart. ConnectPOS will calculate how much left you need to refund or how much more your customer needs to pay
  • Click Pay and choose the payment method
  • Click Complete

Duplicate

In case your customer says that s/he wants to buy the same products as the last time, you can search for the order in the Order List and duplicate it. It helps you save time and create good feeling for your customers as they are recognized and remembered.

To duplicate an order:

  • From your Sell Screen, go to Order List
  • Search for the order you need using customer information (name, phone number, email address) or order information (Client Order ID or Magento Order ID) in the search bar or using the filters
  • Click to select the order and then click Duplicate. You’ll be redirected to Sell Screen with the duplicated order.

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