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How to cancel an order?


The Order Cancellation process allows users to cancel an order that is no longer required.

Steps:

  1. Select the Order – Locate and open the order that needs to be cancelled.

  2. Click on the Cancel Order button – A confirmation box will appear.

  3. Choose the Cancellation Reason – Select the appropriate reason from the dropdown or list.

  4. Confirm Cancellation – Click Yes to proceed.

Once confirmed, the order status will be updated to Cancelled in the system, and no further actions can be taken on the order.

Note: An order cannot be cancelled once it has been shipped.

How to get IMEI of a IMEI scanned order?

he IMEI Download feature allows users to export the IMEI details of a selected order in Excel format.

Steps:

  1. Select the Order – Locate and open the order from the list.

  2. Click on IMEI Download – Found on the right side of the selected order.

  3. Confirm Download – Click on IMEI Download again.

  4. Excel File Generated – The IMEI details will be downloaded automatically in Excel (.xlsx) format.

Note: IMEI can only be downloaded after the IMEIs have been scanned into the order.

How to change Forwarder of already created order?

The Change Forwarder option allows users to update the logistics partner (forwarder) assigned to an order.

Steps:

  1. Select the Order – Locate and open the order from the list.

  2. Click on Change Forwarder – Opens the forwarder selection option.

  3. Select the Forwarder – Choose the desired forwarder from the available list.

  4. Click on Submit – The forwarder for the order will be updated in the system.

Note: Forwarder change may be restricted once the order is shipped.




How to update NetSuit in an order?

The Update NS option allows users to update or add the NS (NetSuite) ID for an order in the system.

Steps:

  1. Select the Order – Locate and open the order from the list.

  2. Click on Update NS – Opens the NS update option.

  3. Enter the NS ID – Input the correct NetSuite ID.

  4. Click on Submit – The NS ID will be saved and linked to the order.

Note: Ensure the entered NS ID is valid, as it will be used for synchronization and reporting.

How to duplicate an Order?

The Duplicate Order option allows users to create a new order by copying details from an existing one. This helps save time and ensures accuracy when placing similar or repeated orders.

Steps:

  1. Select the Order – Locate and open the order you want to duplicate.

  2. Click on Duplicate Order – A new order form will be generated with the same details as the selected order.

  3. Click on Submit – The system will create a Draft Order with the same details.

Note: The duplicated order will be saved as a draft and assigned a new order reference number

How to download PI?

The PI Download option allows users to download the Proforma Invoice (PI) of an order. It can be generated either with prices visible or with prices masked, depending on the requirement.

Steps:

  1. Select the Order – Locate and open the order from the list.

  2. Click on PI Download – Found on the right side of the selected order.

  3. Choose Format – Select either:

    • With Price – PI will display item prices and totals.

    • Price Masked – PI will hide all item prices and totals.

  4. Click on Download – The PI will be generated and saved in PDF format.

Note: PI can only be downloaded once the order details are completed and saved.

How to change Shipping address?

The Change Shipping Address option allows users to update or modify the delivery address for an order before shipment.

Steps:

  1. Select the Order – Locate and open the order from the list.

  2. Click on Change Shipping Address – Opens the shipping address options.

  3. Select the Existing Address or Add a New One – Choose from saved addresses or enter a new one.

  4. Click on the Confirmation Box – The selected address will be applied to the order.

Note:

  • The shipping address can only be changed if a forwarder has not been added.

  • Once the order is shipped, the address cannot be updated.

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