Managing Your Magento Orders and Customer Service
Managing Your Magento Orders and Customer Service
Excl. Tax: £495.00 £594.00 inc UK VAT

Course Objective

To provide the skills necessary to smoothly manage Magento orders in an efficient manner, relevant to the delegate's business, and to provide excellent customer service.

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Course Description

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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

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
Prerequisites and Additional Information

Additional Information

Duration 1 Day
Start Time 10:00 AM (TBC)
Finish Time 4:00 PM (TBC)
Magento Version This course will focus on the latest stable release of Magento Community Edition although all knowledge is transferable to the Enterprise Edition.
Who Should Attend? Anyone who is about to start, or has recently started, using Magento to accept on-line orders and wishes to streamline and align the order processing to their business needs.
Course Prerequisites You should have a basic familiarisation with the Magento Admin System and be computer literate (ie you should be familiar with using the internet and basic computer packages such as a word processor) .
Number of Delegates This course will be held on your site for up to 2 delegates. It is preferable that each delegate has access to an internet enabled PC during the training.
Additional Delegate Cost £95.00