Unbilled Orders

This module displays all the online orders that have not been billed (confirmed) by you. An online order will not be accepted/processed until you confirm (bill) the order.

Important Note
To bill an order means to confirm an order. When a customer places an order from your website or your app, he will receive an SMS that his order has been placed. However, no action will be taken on this order unless you bill it.While billing, you can decide the quantity of the ordered products that you can/wish to deliver to the customer. Only after the online order is billed, will the customer receive an SMS that his order has been confirmed and accepted.

Step 1.
In the main menu, click on Orders from the Sales drop-down.Step 2.
Click on Unbilled Orders.The following page will be displayed.Each order has 4 columns and displays the following information:

    • Delivery Date & Time: This displays the date and time when the delivery has to be made.
    • Order Date: This displays the date and time when the order was placed. It also displays the order number, and whether the order was placed from your website or your app.
    • Customer: This displays the name and contact number of your customer.
    • Order Value: This displays the total amount of the order.


Step 3.
Click on Bill It and the following slider will be displayed.

1. This section displays the name of the customer and available contact details like mobile number, email address etc.

2. On clicking contact customer, the following module with contact options will be displayed.  Clicking on these options will display the relevant details of the customer.

3. The Order Summary displays the list of ordered items with Add Item option.  You can change the product quantity, delivery charges and additional adjustment fields from this section.

Clicking on Add item will display the following module.

Add/Edit New Item

On clicking the Add Items option, the following module is displayed.

 

You can enter the product/service name, and fill in product details accordingly (in case of out of stock items).

 

You can also add a  product manually by selecting the Add Manual Entry.

The following module will be displayed.

4. At the bottom of the slider, the total order amount is displayed with Confirm & Bill 

Clicking on the  will display two options.

  1. Edit: Clicking on edit option will open the following module, which will help you edit the bill item details.
  2. Delete: The delete option allows you to delete the selected billing items

Click on Continue and the following module will be displayed.

The Assign Later option will display the following page.

Click on the Assign for Delivery button to assign a delivery service to deliver the order.

Click here to know more about Assigning Delivery.

Step 1.
Click on Orders from the Homepage.Following page will be displayed.Step 2.
Click on Unbilled Orders and the following page will be displayed.You can view the following details on this page

  1. Name and details of the customer.
  2. Order id and date when the order was placed.
  3. Value of the order.
  4. Status of the order.
  5. Mode of payment for the unassigned orders.
Searching, and Filtering

Searching:

In case you want to search any specific order, you can search by using Order number, Invoice number, Customer name, Mobile number, or Customer ID.

 

Filtering:

You can filter the orders based on Order Delivery Time, Payment type, and Sales channel.

  1. Delivery Time: This option allows you filter the list of orders based on the delivery status, that is, Within 24 hours, Within 7 days, Within 30 days or Delivery delayed.
  2. Payment Type: This option allows you to filter the list of orders based on the Payment type. i.e COD, Credit, or Prepaid.
  3. Sales Channel: This option allows you to filter the list of products based on the channel through which order was placed. i.e website, Mobile site, App, or Billing.

Step 3.
Click on any order that you have to confirm and the following page will be displayed on your screen.

  1. Date and time when order was created.
  2. Order Amount
  3. Status of the order and the payment mode used
  4. You can Confirm & Bill the order if you have all the ordered products in stock. Click here to know more.
  5. You can Assign the order for delivery. Click here to know more.
  6. You can mark the order as delivered if the products have been delivered to the customer successfully.
  7. You can send a payment link to the customer through which he can proceed with the online payment.
  8. You can contact the customer via Whatsapp. You can send the order details directly to the customer via WhatsApp provided you already have customer’s mobile name that is registered on WhatsApp.
  9. Clicking on Contact Customer will display all the available contact details of that customer.
  10. Customer Details will display all the information related to the customer like address , contact number etc.
  11. Delivery Details  will display the expected delivery time, delivery address, delay time (if any).
  12. Ordered Product will display a list of all the items ordered along with the price and amount payable.
  13. Payment Details displays the total amount payable and the amount paid.
  14. Outlet Details  displays the outlet from where the order was placed.

Step 4.
Click on Confirm & Bill and following page will be displayed.

You can view the following details on this page:

  1. Customer detail.
  2. Order Summary
  3. Payment details.
Important Note
By default, all orders will be shown and are sorted by Delivery Time. The Orders will be displayed in ascending order of delivery time. The orders with delayed delivery time will be shown first and then the orders with increasing delivery time.

Step 5.
Click on Confirm & Bill and you will receive the following pop-up.

The Assign Later option will display the following page.

Click on the Assign for Delivery button to assign a delivery service to deliver the order.

Click here to know more about Assigning Delivery.

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