Checklist Admin (detailed): Difference between revisions
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=Manage orders= | =Manage orders= | ||
Check your placed orders for missing data or incorrect in addresses, delivery date, instructions, card message, occasion (funeral), order calculation is correct | |||
Update billing and shipping information | |||
Update delivery date | |||
Update card message, signature, special instructions | |||
Check View/NEWFORM/GIFT prints preview (Ctrl+P) | |||
Check QR-code scanning via mobile drive app | |||
Changing statuses and information from driver app | |||
Order history | |||
Update order status is working and update message is saved | |||
Sending a letter to the warehouse (about created order and changing status) | |||
"Resend confirmation email" function | |||
"Does customer have not resolved emails?" function | |||
"Mark Order" function | |||
"Rating of Customer" displaying | |||
"Subscription orders" displaying | |||
Searching order by filters | |||
Status filters | |||
Check menu | |||
=Phone order manager= | =Phone order manager= |
Revision as of 20:38, 26 May 2023
Homepage
Check correct displaying all sections of Control Panel
Manage orders
Check your placed orders for missing data or incorrect in addresses, delivery date, instructions, card message, occasion (funeral), order calculation is correct
Update billing and shipping information
Update delivery date
Update card message, signature, special instructions
Check View/NEWFORM/GIFT prints preview (Ctrl+P)
Check QR-code scanning via mobile drive app
Changing statuses and information from driver app
Order history
Update order status is working and update message is saved
Sending a letter to the warehouse (about created order and changing status)
"Resend confirmation email" function
"Does customer have not resolved emails?" function
"Mark Order" function
"Rating of Customer" displaying
"Subscription orders" displaying
Searching order by filters
Status filters
Check menu