Saved Orders

Customer Orders  –  Shop Sale / Fitting  / Quotes

https://ibridge.co.uk/help/knowledge-base/customer-impersonation/
As described in the above section we find & place an order in impersonate mode for the customer,   but we can before checkout iin Shopping basket) select one of these channels and a new date/hold option is shown.  Leaving this as ON HOLD=YES allows the order to be completed without any payment taken (marked as cash for now).

to find and complete these orders go into   Saved Oders https://mx5testbob.bob2.co.uk/Admin/BobOrder/SavedOrder

click edit next to the order you want to view/update and once you are sure it’s the correct orcder you click  Copy Order

scroll to the bottom of the order / cart and click  Re-Order

this puts you back into Customer Impersonate mode, loading in the products from that order

you can now complete or amend then complete this order.
Note: any allocated stock is held on one side and relinked to the order on completion.   If you can the order its unallocated via a process LATER.
Note2: see above screen shot for the  OnHold  flag,  you can edit and put the order back into a save state as many times as needed.

Updated on 15 November 2022

Was this article helpful?

Related Articles

Leave a Comment