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There are three different types of Orders that can be created using the Orders form.

Customer Order

Transfer Order

Supplier Order

 

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Each of these types of Orders will at any given time be in a specific stage.

Each stage is linked with an Action, appropriate to that stage. ThankQ uses the term Workflow to describe the procedure each order moves through during the Order Life Cycle

The table below describes each of the stages and the Actions available at that stage.

When the order is first created it will be at the Adding Products stage.

Stage Name

What Does it Mean?

Possible Options

Adding Products

This stage allows you to add products and postage and also make changes to the ordered products.

In this stage, you’ll record that a contact has made an order.  

Lay-by

Send to Despatch

Scrap order

Lay-by

This stage allows you to setup lay-by conditions for the order.

Invoice

Make Payment

Create Packing List for this order

Send to Despatch

Refund

Scrap Order

 

Despatching

 

The products have been released for despatching to a customer.

Payments may be made by the customer

All Products Sent

Make Payment

Create Invoice

Create Packing List for this order

Scrap Order

Make a payment

Invoice

All products sent

Products Sent

The order has been marked as fully sent and the order may no longer be edited

Order Complete

Make Payment

Scrapped

The order was scrapped after the 'Adding Products' stage

 

Complete

The order is finalised.

 

 

Items from an Order may be returned by the customer if they are not fully satisfied with the product. The system also caters for returning a product for a replacement.

A product may be returned for replacement with

the same product

a different product

or for a cash refund