Introduction: In Unified KM, managing and viewing orders is a crucial aspect of running your pet care business efficiently. This knowledge base article will guide you through the process of accessing and viewing orders within the Unified KM platform.
Step 1: Access Your Unified KM Account:
- Begin by logging into your Unified KM account using your credentials. If you don’t have an account, please sign up and complete the registration process.
Step 2: Enter the Dashboard: 2. Once logged in, you will land on the Unified KM dashboard. Here, you can access various sections and features.
Step 3: Navigate to the Ecommerce Menu: 3. On the left-hand side navigation menu, locate and click on the “Ecommerce” or “Online Store” menu item. This is where you can access various functions related to your online store, including orders.
Step 4: Click on “Orders”: 4. After clicking on the “Ecommerce” or “Online Store” menu, find and click on the “Orders” or “Order Management” option. This will take you to the page where you can access your list of orders.
Step 5: View Your Orders: 5. Once you’re on the “Orders” page, you will see a list of your recent orders. Each order is listed with relevant details, such as order number, customer name, order date, and order status.
Step 6: Filter and Sort Orders: 6. To find specific orders, you can use the built-in filters and sorting options. These filters allow you to narrow down your search based on criteria such as order date, customer name, or order status. You can also sort orders by date, order number, or other relevant parameters.
Step 7: Click on an Order for Details: 7. To view the details of a specific order, click on the order number or the order’s title. This will take you to the order’s page, where you can see comprehensive information, including the items ordered, customer contact details, billing information, and order history.
Step 8: Review Order Details: 8. Take the time to review the order details, ensuring accuracy and completeness. You can also use this page to make any necessary updates or modifications to the order, such as updating the status, adding notes, or processing payments.
Step 9: Additional Options and Actions: 9. Depending on your business needs, Unified KM may provide additional options and actions related to order management. These options could include printing packing slips, generating invoices, or marking orders as fulfilled.
Conclusion: You have successfully learned how to access and view orders within Unified KM. This feature allows you to keep track of your customers’ orders, ensuring smooth and efficient operations for your pet care business.
For further assistance or if you encounter any issues while viewing orders, please don’t hesitate to contact our support team at [Support Email] or call [Support Phone Number]. We are here to help you make the most of Unified KM for your pet care business.