See below an overview of the new Orders section in the back-end Portal.
To learn how to navigate through the whole order section: Orders: Overview
Export and print orders
- Orders: Exporting your report
- How to export the orders report
- Orders: Exporting items detail
- How to print an order from the portal
Creating Orders
- Orders: Creating an order on the Cloud Portal
- How to change the customer on an order
- How to Email a receipt at SalesVu Portal
- How to assign an employee to an order
- How to Create Order from Customer Information
- How to Change the Status of an order at SalesVu Portal
Order Details
- Orders: Expanding an order - Review and Edit
- What do each color represent in the orders report?
- How to view all cash transactions in a given period
Delete Orders
- How to check for deleted order or deleted tabs?
- How to view deleted orders in a given date range
Refund
- Square & WorldPay - How to issue a refund from the SalesVu Dashboard