When a client purchases your canvas, an order is automatically created, giving you access to all the details of the transaction. You can manage and update shipping information, as well as notify the client with tracking details, directly through the order details page or from the sales section. This guide will walk you through the steps to efficiently manage and update your order and shipping details.
Steps to Manage Orders After Client Purchase
1. Access Order Details
Once a client purchases your canvas, an order is created. In the order details, you'll find all the information regarding the purchase.
2. Update Shipping Information
To provide your client with tracking information, look for the 'Update Shipping Information' button in the order details. This button allows you to enter tracking information and update the shipping status.
3. Fill Out Shipping Information and Submit
Click on the 'Update Shipping Information' button, and fill in the tracking details (such as carrier, tracking number, and any other relevant shipping info). Confirm the details and submit to notify the client.
4. Notification to Client
Once the shipping information is submitted, the client will receive an email and text message with the tracking details and shipping status. The order will also be marked as "Shipped" on the order page.
Additional Method to Update Tracking from Sales Page
1. Navigate to the Sales Section
From the main menu, select the "Sales" option. This will show you a list of all customer purchases.
2. Find the Purchase You Need to Update
In the sales section, locate the purchase you want to update and click on the "Update" button next to it.
3. Fill Out Shipping Information and Submit
Just like in the order details section, enter the tracking information for the shipment and submit it. The client will be notified, and the purchase status will be updated to "Shipped."
By following these simple steps, you can efficiently manage your orders and ensure clients are kept informed of their shipping status.