Hello! How are you?
In this article, we will show you how to track orders placed in the Store.
Important: for a network user to access the Store module, their role must have the required permission configured.
🛒Accessing placed orders
🟠Step 1 - Access Store orders
In the side menu, go to Store >> Orders.
On the screen that opens, you will be able to view:
Orders
Suborders
Products related to orders already placed
Orders tab
In the Orders tab, the following information is available:
Order ID;
Unit name;
Order creation date;
Last update date;
Number of suppliers linked to the order;
Total order amount;
Filters for each type of information.
Suborders tab
In the Suborders tab, the following information is available:
Order ID;
Suborder ID;
Payment method;
Supplier;
Order status;
Suborder date and last update date;
Delivery deadline;
Product value, shipping value, and total value.
🟠Step 2 - View order details
To see a more detailed view of an order, click the order you want to view. You will be taken to a second page with information such as:
Suborder ID;
Supplier name;
Order status;
Payment method;
Estimated delivery date;
Product value;
Shipping value;
Total value;
Order verification, when available for adjustment by the supplier.
⚠️Important: when an order includes more than one supplier, the card indicates the number of suppliers and each suborder is directed to the respective supplier. Suppliers do not have access to other suppliers’ orders.
🔍How to search for an order
In the Orders tab, use filters to make searches easier:
Order code;
Unit name;
Supplier name;
Order start date;
Order end date.
In the Suborders tab, in addition to the previous filters, you can also use:
Suborder code;
Order status.
🔄️Changing the order status
After an order is generated, an email is sent to the supplier so they can approve, reject, or change the quantity of items in the order.
Important: this email is sent to the email addresses registered for the supplier.
🎯Changing status through the platform
If the email registered for the supplier belongs to a user with access to the platform, the Change status button will be available when accessing the suborder.
After confirming the redirect action, the user will see the new order screen with the order information and can proceed with the allowed action.
Good practices
Use filters to locate orders faster.
Check the order and suborder status regularly.
Confirm supplier information before changing any status.
Review order values, delivery deadlines, and linked suppliers.
Use the details page to verify each suborder separately.
❌ Canceling a Placed Order
⚠️ Important!
This cancellation action cannot be undone!
After an order has been placed, you can cancel it as follows:
Access the Orders area in the Store module.
2. Select the order you want to cancel.
3. Select the order again to access the cancellation area.
4. Click the Cancel Suborder button to cancel it.
5. The Head Office has the option to provide a reason for canceling the order.
6. Afterward, the order status will appear as Canceled for the Head Office.
🔴 Checking the Order Status and Details
On the same page, you can find the order details and its current status.
📰 Predefined Message in the Cart
The Head Office has the option to configure a predefined message in the cart, before the order is completed.
To request this configuration, contact the Support team.
Still Have Questions? 🤔
Contact our Support team through the Message icon.
⌚ Support hours: 9:30 AM to 5:30 PM.