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All sections of this course include practical demonstrations and worked examples relevant to the delegate's business.
The Basics
- The order process
- Orders, invoices and credit memos in Magento
- Order states and statuses
Managing Orders from the Sales Order Grid
- Grid functions to quickly locate orders
- Managing an order from the order details view
- Modifying an order
- Cancelling or crediting an order
- Recording notes and keeping customer's informed
Managing your Customers
- Customer groups
- Guest or registered checkout
- Adding a new customer and managing customer records
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Taking Telephone Orders
- Creating an order from the Admin panel
- Changing prices or delivery charges on the fly
- Taking payment over the telephone
Transactional emails
- Understanding transactional email triggers and configuration
- Creating and managing transactional email templates
Practical Tips for Easy Order Management
- Adding new order statuses
- Add-ons to improve functionality
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