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 Homepage, 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. On clicking Confirm & Bill, a confirm Pick Up dialog box appears. There will be two options provided.


Please Note

If customer has opted for home delivery while placing an order from the webstore, the vendor will receive “Confirm for Home Delivery” pop up message while confirming the order.

5. On Clicking Confirm as Pick Up, the customer will receive a notification of the pick up delivery details via SMS or email and the Order Status will change to Pick Up Pending.


Please Note

In order to provide self pick up option to your customers, you need to enable the Self Pick Up option to ON, under General Setings. To know more about Store Pick Up option, click here.

6. On clicking Mark as Home Delivery, You will be prompted to either edit the existing address of the customer that you intend to deliver the goods to, or else you can add a new address for that customer.

7. While adding a new address, enter the details in the given fields and click on Save & Continue.

8. A dialog Box appears denoting the State and its postal code. Click on Confirm to proceed.

9. Enter the delivery date and time and click on Save.

10. You will have the option to either assign the delivery now or later.

Click here to know more about Assigning Delivery.

The order is confirmed and billed.



How to cancel Unbilled Orders?

1. From the Unbilled Orders page, click on a particular unbilled order.

2. Click on  > Cancel Order.

3. A Cancel Dialog Box appears. Enter either the delivery, cancellation or any additional charges if applicable and click on Cancel Order.

The Unbilled Order gets canceled and gets removed from the list.

1. From the Homepage, 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.

 

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. On tapping Confirm & Bill, a confirm Pick Up dialog box appears. There will be two options provided.


Please Note

If customer has opted for home delivery while placing an order from the webstore, the vendor will receive “Confirm for Home Delivery” pop up message while confirming the order.

5. On Tapping Confirm as Pick Up, the customer will receive a notification of the pick up delivery details via SMS or email and a toast message appears indicating that the order has been confirmed for Pick Up.


Please Note

In order to provide self pick up option to your customers, you need to enable the Self Pick Up option to ON, under General Setings. To know more about Store Pick Up option, tap here.

6. On tapping Mark as Home Delivery, You will be prompted to either edit the existing address of the customer that you intend to deliver the goods to, or else you can add a new address for that customer.

7. While adding a new address, enter the details in the given fields and tap on Save & Continue.

8. A dialog Box appears denoting the State and its postal code. Tap on Confirm to proceed.

9. Enter the delivery date and time and tap on Save.

10. You will have the option to either assign the delivery now or later.

Tap here to know more about Assigning Delivery.

The order is confirmed and billed.

How to send Payment Links to customers?

1. From the orders landing page, tap on Unbilled Orders.

2. Select an order from the list.

3. Tap on Send Payment Link.

The payment Link is sent to the customer.


Important Note

The vendor must first add their KYC / Bank Details and get it approved in order to send payment links to their customers.

How to cancel Unbilled Orders?

1. From the Unbilled Orders page, tap on a particular unbilled order.

2. Tap on > Cancel Order.

3. A Cancel Order page appears. Enter either the delivery, cancellation or any additional charges if applicable and tap on Cancel Order.

The Unbilled Order gets canceled and gets removed from the list.

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2 thoughts on “Unbilled Orders”

  1. how to confirm an order | how to accept an order | how to acknowledge an order | how to enable customer pick up in store option | how to setup pickup at store

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