Sales Orders

The Sales Orders section on the PiCortex platform helps manage your orders, including order details and payment management. Learn how to create orders, manage them, and utilize the advanced features for the utmost productivity. Here are some of the things a user can do in the Orders section:

1. Create Orders

Users can create new orders by clicking on the "Create Order" button. They can then select the products they want to order, enter the quantity, and add any additional information, such as shipping address or special instructions.

2. View Order Information

Users can view all the information they have on a particular order by clicking on the order number in the order list. This will bring up a page with all the order details, including the products ordered, shipping information, and payment status.

3. Edit Order Information

If a user needs to update any of the information they have on an order, they can do so by clicking on the "Edit" button on the order information page. They can then make any necessary changes and save them.

4. Cancel Orders

If a user needs to cancel an order, they can do so by clicking on the "Cancel" button on the order information page. They will be prompted to confirm the cancellation before it is processed.

5. View Payment Information

Users can view all the payment information for an order by clicking on the "Payment Information" tab on the order information page. This will show them the payment method used, the amount paid, and the payment status.

6. Process Refunds

If a user needs to process a refund for an order, they can do so by clicking on the "Refund" button on the order information page. They will be prompted to enter the refund amount and reason before the refund is processed.

7. Search for Orders

Users can search for orders by order number, customer name, or product name using the search bar at the top of the order list. This makes it easy to find specific orders quickly.

8. Export Order Data

If a user needs to export their order data for any reason, they can do so by clicking on the "Export" button in the Orders section. They can choose which fields they want to export, and the data will be downloaded as a CSV file.