Use the Order details (double click on any order in the Inbox tab to get to Order details) screen to view the details of an order OR to process payment and shipping manually. You can also edit the order details and move back and forth using the back and forward icons. To add an item to the existing order, click on the Add Item button. You can also click the ship order button to generate a shipping label directly from this screen. For further details on icons click here. You can also click the icon to refresh / re-download the order details. This means that if you have downloaded the order and something has changed on the online store, then you can click this button to download all the latest attributes and the new order status.
"Note: Retrieve Tracking ID from QuickBooks is enabled for the QuickBooks Shipment Manager integration."
To change the contact information, payment & shipping options of the order and Item information, simply type in what you like and click Save when you're done with changes.
Note: You can only edit an order that is not completed.
Retrieve Tracking ID from QuickBooks:
Use this button if you selected QuickBooks Shipping Manager as your Shipping method. On clicking this button, Unify Desktop will connect to QuickBooks and download the shipment tracking ID from the transaction. Note: This will only work if you use QuickBooks Shipping Manager and you have successfully processed the shipment.
|•||Move to Archived Tab: Use this button to move the order to the Archived tab manually.|
|•||Manual Processing: Use this button to manually process the payment or shipping.post the order in QuickBooks|
|•||View in QuickBooks: Use this button to view your posted transaction in QuickBooks (feature not supported in QuickBooks POS)|
Use this screen to view customer details. The back and forward icons can be used to move back and forth between customers in various orders.
Purchase Order Screen
This is an optional screen which is displayed if you have enabled Purchase Order support in Unify Desktop. It will display the list of purchase orders posted for that particular order and a link to open the PO in QuickBooks
Use this screen to see order and error history.