Using the Order Manager

Use the Helcim Order Manager to keep track of your incoming online orders, outstanding invoices, and to help you stay organized. This feature is commonly used by quick-service restaurants, retail stores accepting online orders, and similar businesses. 

In this section:

• Viewing orders
• How to edit, print and view orders 

Viewing orders

To view the order manager, click on Invoicing and Order Manager after you have logged into your Helcim account.

You will now see an overview of your orders and their associated status.

On this page, you can see all of your orders for the past seven days. If you would like to view a different time period, simply adjust the date range using the calendar at the top of the page.

From this page, you can tab between the different order status options by clicking on the status you want to view.

If you want to change the status of an order, for example, an order that is Due, simply select the order you want to change. You can move multiple orders at once by selecting more than one order.

Next, click on the Change Status button at the top of the page and use the drop-down menu to find the new status you want reflected on the order.

A pop-up will ask you to confirm the change, click Yes to change the order status, or Cancel to return to the previous screen.

You will now be able to find the order under the new tab and its status will be updated to reflect its new status.

How to edit, print, and view orders

If you would like to change the status of an order, edit the details, or print the order you can do so quickly by clicking on the order from the order manager list.

Status: Use the drop-down menu to change the status of the order

• View: Click on View to preview the order
• Edit: Click on Edit to navigate to invoicing and make changes to the order
• Print: Click on Print to print a copy

Click on Save Status to apply your changes.