Do you ever feel like your orders and invoices are scattered all over the place?
The Helcim order manager brings everything together in one easy-to-use tool. Whether you're running a busy restaurant, managing an online store, or simply want a better way to track your sales, this feature can help.
In this article
Viewing orders
To view the order manager:
Login to your Helcim account.
Select All Tools, and then Invoicing.
Select Order Manager from the left-side menu.
This will take you to an overview of your orders and their status.
List of orders
On this page, you can see all of your orders for the past seven days. To view a different time period, use the calendar at the top of the page to adjust the date range. You can also filter between the different order status options by clicking on the status you want to view.
Changing the status of an order
To change the status of an order (e.g., an order that is Due):
Select the order or orders you want to change.
Click on the Update Status button at the top of the page.
Use the drop-down menu to select the new status.
A pop-up window will appear asking you to confirm the change. Click Continue to change the order status, or Cancel to return to the previous screen.
The order will now appear under the new tab, and its status will be updated.
How to edit, print, and view orders
You can quickly change the status, edit the details, or print an order by clicking on it 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 & Process: Click on Edit & Process to go to invoicing and make changes to the order. You can also process a payment for the order from here.
Print: Click on Print to print a copy.
Click on Save Status to apply your changes.
Next steps
Now that you're familiar with the order manager, you can learn more about using the Helcim Invoicing tool here.
FAQ
How do I change the status of multiple orders at once?
Select the orders you want to change using the check boxes on the left, click on the Update Status button, and use the drop-down menu to select the new status.