DocumentationDay-to-day work

Orders

Order statuses, customer notifications and the payment marker.

Order fulfilment statuses

When a customer orders a quote the shop approved, or a quote priced instantly, the order appears in the Orders tab with the status New. The customer receives an order confirmation by e-mail; the shop receives an e-mail and a notification in the bell.

The fulfilment status is changed by hand:

  • Confirmed: the customer is notified by e-mail.
  • In production: internal, no e-mail to the customer.
  • Shipped: the customer is notified by e-mail.
  • Cancelled: internal, no e-mail to the customer. Inform the customer about a cancellation separately.

Above the list are two figures, “New to confirm” and “Shipped, unpaid”. The list can be filtered by status. An order's total includes the top-up to the minimum order value and shipping, at the customer's price after any discount. If the shop's own system (an ERP) has written its reference onto an order through the integration API, the reference is shown as well.

app.metronq.com/orders
Orders
Find a parameter, e.g. margin, setup+ New quoteEN
New to confirm1of 24 orders
Shipped, unpaid1€3,816.00
All24New1Confirmed6In production9Shipped7Cancelled1
QuotePartCustomerQtyTotalStatusPaymentPlaced
WYC-1037korpus-pompy.stepengineering@example.com8€3,897.60NewUnpaidtoday 10:26
WYC-1032kolnierz-120.steppurchasing@example.com25€5,807.80ConfirmedUnpaidtoday 08:04
WYC-1029plyta-bazowa.stpoffice@example.com4€2,448.00In productionPaidyesterday 16:12
WYC-1024tuleja-40x60.stepengineering@example.com120€3,816.00ShippedPaidyesterday 09:35
Orders - example data

Payment marker

Payment between the shop and its customer takes place outside MetronQ (invoice, bank transfer). Every order therefore has a separate payment marker, Paid or Unpaid, with the date it was set. The marker is for the shop's own records; MetronQ sends the customer no payment notifications.

The order screen shows:

  • the binding specification and the price at the time of the order;
  • the customer's contact details and the delivery address;
  • the note from the order form;
  • a link to the source quote.