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.

1. From the Admin panel, go to Sales, click on Orders.

2. Click on Unbilled Orders.

The following page gets displayed.

Each order has 4 columns and displays the following information:

  • Delivery Date & Time: This displays the date and time by which 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.

3. To bill an order, click on Bill It.

A slider window opens.

The Order Summary displays the list of ordered items with Add Item option. You can change the product quantity, charge for delivery, give discounts or make adjustments.

Orders with Medical Prescription.

1. From the Orders Landing Page, click on Unbilled Orders.

2. Select a customer from the Unbilled Orders list page.

The following page is displayed.

3. A Prescription Required tag will be displayed for products for which prescription required is set to yes.

4. The Prescription Details is shown on the right hand side of the View Orders page. Click on  to view a particular prescription.

If the prescription is in PDF format, a PDF icon gets displayed. Click on Open PDF to view the file.


Important Note

Only JPEG, PNG, and PDF files are supported while uploading a prescription.

4. Check the details and click on Confirm & Bill. You can assign the delivery either later or now.

Click here to know more about Assigning Delivery.

The order is confirmed and billed.

1. From the Home page, tap on Orders.

2. To view the orders that are not yet confirmed by you, tap on Unbilled Orders.

The following page gets 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.

3. To Confirm the order, tap on Confirm & Bill.

Orders with Medical Prescription

1. From the Home page, tap on Orders.

2. From the Orders Landing Page, tap on Unbilled Orders.

3. Select a customer from the Unbilled Orders list page.

The following page is displayed.

4. A Prescription Required tag will be displayed for products for which prescription required is set to yes.

5. By tapping on the Prescription Details, a drop-down list appears which contains the prescription. Click on a prescription to view it.

6. If the prescription is in PDF format, a PDF icon gets displayed. Click on Open PDF to view the file.


Important Note

Only JPEG, PNG, and PDF files are supported while uploading a prescription.

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.

4. Before you finalize the order, you will have the option to assign delivery either now or later.

Click here to know more about Assigning Delivery.

The order is confirmed and billed.

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