Orders
Introduction
Dashboard >> Sitemap >> Transactions >> Orders
Or
Menu Bar >> Hamburger Menu >> Transactions >> Orders
Introduction/Purpose
This module holds significant importance, as it serves as a central hub for all types of orders, including C&I Orders, COCO Orders, CORO Orders, Dealer Orders, and Retailer Orders. It allows users to view, modify, or cancel their orders directly from the Order List page.
Dependencies
System Performance: System should respond properly to retrieve order data from the database and show order data accurately.
All Orders List
To view the list of orders, follow the below steps:
To open the order list, there are two ways:
- Click on the “Orders” under the “Transactions” module under the Hamburger menu as shown below.
- Click on the “Orders” from the site map under the “Transactions” module as shown below.
Order Details
To View the details of an order, follow the below steps.
Step 1: To open the Order List screen, follow the steps mentioned in the section “All Order List”.
Step 2: Click on “View Details” under the “Actions” option with orders, as shown below.
Update An Order
To update an order, follow the below steps.
Step 1: To open the Order List screen, follow the steps mentioned in the section “All Order List”.
Step 2: Click on “Edit Order” under the “Actions” option with orders, as shown below.
Step 3: Change Required Order entities. Click on “Update Order” to update the order, as shown below.
Cancel An Order
To cancel an order, follow the below steps.
Step 1: To open the order List screen, follow the steps mentioned in the section “All Order List”.
Step 2: Click on “Cancel” under the “Actions” option with orders, as shown below.
Step 3: Upload attachment and enter remarks. Click on “Cancel Order” to cancel the order, as shown below.
