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Sales Orders
Sales Orders in Vikra Seller helps you to track the lifecycle of a product right from the moment an order is placed to the time it reaches the buyer. You will be able to manage packages, create shipments, and view invoices and payouts related to the sales order.
View Sales Order
When a sales order is placed in the buyer application, a sales order with Confirmed status will be created in Vikra Seller.
You can view sales orders by:
- Navigating to Sales from the left sidebar and click Sales Orders.
- Click the sales order that you want to view
Note: You will also receive a notification once the buyer places a sales order. Clicking on the notification will take you directly to the sales order.
Create a Package
After you receive the sales order, the next step is to pack it. You can create a package for a sales order. Here’s how:
- Navigate to Sales from the left sidebar.
- Go to Sales Orders and select the sales order for which you want to create a package.
- Click Create and select Package. You’ll be redirected to the package creation page.
- Enter the Package Slip#, select a Date, and add Internal Notes if needed.
- Click Save.
If you do not want to create a package slip, you can directly mark the sales order as packed.
Create a Shipment
Once the sales order is packed, the next step is shipping it to the buyer. If you are self-shipping the sales order to your buyer, you can do it by:
- Clicking Create Shipment on the package preview page.
(OR) - Clicking Create and select Shipment on the sales order page.
(OR) - Clicking Create Shipment on the sales order page.
Doing any of the above three will take you to the Shipment Creation form.
You will need to fill in the below details:
Field | Description |
---|---|
Carrier | The courier partner through which you shipped the sales order. |
Service Name | Enter the type of the delivery based on it’s speed. It could be something like Standard or Express etc. |
Tracking# | Enter the tracking ID provided by the courier for this shipment. This can be used by the buyer to know the whereabouts of their sales order. |
Tracking URL | Enter the tracking URL provided by the courier for this shipment. The customer can directly use this URL to know the whereabouts of their sales order. |
Dispatched Date | The date on which the shipment is dispatched. |
- Click Save.
Whenever a shipment is created for a sales order, an invoice in the Paid status will be created. It will be displayed in the sales order details page under the Invoices tab next to the Shipments tab.
Mark as Out for Delivery
Once your sales order is shipped and the shipment is out for delivery, you can Mark as Out For Delivery on the sales order details page. The shipment status will be updated to Out For Delivery.
Mark as Delivered
Once the customer receives the sales order, click Mark as Delivered on the same page and select the date and time of delivery. Then click on Proceed. The shipment status will get updated to Delivered.
Cancel a Sales Order
Cancel Entire Sales Order
If for any reason, you as the seller want to cancel an sales order before it is shipped. You can do the same by:
- Navigating to Sales from the left sidebar.
- Click Sales Orders and select the order you would like to cancel.
- Click Cancel Sales Order.
- Select Cancel All Items.
- Select the reason for cancellation.
- Click Proceed.
This will create a Sales Return with Approved status in Vikra Seller. Also, the sales order status will be updated in the buyer application as well.
Cancel Selected Items From Sales Order
Here’s how you can cancel only a few products from your sales order:
- Navigating to Sales from the left sidebar.
- Click Sales Orders and select the sales order in which you want to cancel items.
- Click Cancel Sales Order.
- Select Cancel Items Partially.
- Select the item by clicking the checkbox.
- Choose the reason for cancellation.
- Click Proceed.
This will create a Sales Return with Approved status in Vikra Seller. Also, the status of the sales order will be updated on the buyer application as well.
Cancel After Shipping Sales Order
Sometimes, the customer might not need the sales order after the shipment has been done. In such cases, you can cancel the sales order and return the product to its origin. To do so:
- Navigating to Sales from the left side bar.
- Click Sales Orders and select the sales order you want to cancel.
- Click Return to Origin.
You will be redirected to the New Return to Origin page. You’ll have to fill in the below details:
Field | Details |
---|---|
RMA# | Return material authorization is an unique number specific to that return.This is pre-filled based on your preferences by default. |
Date | The date on which the return is processed. This is pre-filled with the current date by default. |
Store Name | The name of the store in which the sales order was placed and the return is initiated to. |
Reason | The reason for which the order is returned. |
- Click Save
This will create a sales return under Sales Returns.
Other Actions
Sales Order
You will be able to print or download the Sales Order PDF. Here’s how:
- Navigating to Sales from the left sidebar.
- Click Sales Orders and select the sales order you want to download or print.
- Click PDF/Print.
- Select Download Order to download the order PDF.
- Select Print Order to print the order.
Shipment
You will be able to print or download the Shipment Order. This can be done by:
- Navigating to Sales from the left sidebar.
- Click Sales Orders and select a sales order.
- Go to the Shipments tab
- Click on the more icon on the shipment you want to print or download.
- Select Print Shipment Order to print the Shipment Order.
- Select Download Shipment Order to download the Shipment Order PDF.
Note: Print and download options for shipment will be available only for orders that are shipped.
Package Slip
You will be able to print or download the package slip. This can be done by:
- Navigating to Sales from the left sidebar.
- Click Sales Orders and select a sales order.
- Go to the Shipments tab
- Select Print Package Slip to print the Package Slip.
- Select Download Package Slip to download the Package Slip PDF.
Invoices
The invoice gets created automatically as soon as your order is shipped. You will be able to print or download the invoice. Here’s how:
- Navigating to Sales from the left sidebar.
- Click Sales Orders and select an order
- Go to the Invoices tab
- Click the Hamburger icon and select Print to print the invoice or PDF to download the invoice PDF.