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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
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
