Sales Management

Thu, 05 Dec 2024

The Orders Page in the Sales section provides merchants with an efficient way to create, manage, and process orders. With the introduction of the Order SQID (Sequence ID), merchants can now easily track the sequence of orders placed in their store, ensuring better order organization and reference.

Step 1: Customer and Reference

Merchants initiate the order creation by selecting a customer. The customer is identified using their email address. This can be done through a dropdown list populated via AJAX, allowing the merchant to search for the customer’s email. The customer’s details will be automatically populated once an email is selected.

Step 2: Order Management

After creating the order, the merchant will be directed to a modal displaying the order details and controls.

The Billing Address and Shipping Address sections are integral to the order details. Merchants can update these addresses directly within the modal.

• Bill-to Address: This is the address to which the invoice will be sent. Merchants can edit this address by clicking the "Edit" button.
• Ship-to Address: This is the address where the order will be delivered. Similar to the billing address, this section is editable via an "Edit" button.

After creating the order, merchants can add products or custom items to the order. The order items are displayed in a table within the modal, showing the following details for each item:

• Item Name: The name of the product or custom item.
• Quantity: The number of units ordered.
• Subtotal: The total amount for the item (before discounts and taxes).
• Discount: Any discount applied to the item.
• Taxes: The taxes applied to the item.
• Amount: The final amount for the item after applying the discount and taxes.
• Status: The current status of the item (e.g., Pending, Shipped, Delivered).

Pricing Details

For each item, the following pricing information needs to be specified:

• Quantity: The number of items in the order.
• Price: The selling price for the item.
• Setup Fee: Any setup fees associated with the item (if applicable).
• Subtotal: The total price for the item (calculated as price multiplied by quantity).
• Discount: Any discounts applied to the item.
• Taxes: The percentage of taxes applied to the item.

Once the items are added to the order, the grand total for the order is automatically calculated and displayed at the bottom of the modal. This total includes all items, taxes, discounts, and any other adjustments.

Controls and Actions

Merchants can perform several actions within the order management modal:

• Apply Coupon: If a coupon is applicable, it can be applied to the order, affecting the subtotal or overall discount.
• Publish Order: Once order details are completed, merchants can publish the order directly by clicking the publish button.

Processing Published Orders

After publishing an order, merchants can start processing it:

• Create or Ship Items: Begin shipping items directly to the customer's address using the selected shipping method or process manually.
• Add Payment: Add payments to the order, including selecting a payment gateway and entering transaction details.
• Process Items and Shipments: For shippable orders, start shipping items using integrated shipping methods.
• Add Credit/Debit Notes: Reflect any billing changes by adding credit or debit notes to the order.

This page is designed to help merchants keep track of subscription-based products and services. It provides a list of all active, inactive, expired, or canceled subscriptions and allows merchants to perform various actions related to managing those subscriptions.

Subscription Types

There are two main types of subscriptions that can be managed on this page:

• Trial Subscriptions: These subscriptions are typically free for a limited period and allow customers to try a product or service before committing to a paid subscription.
• Regular Subscriptions: These are paid subscriptions with a recurring billing cycle, typically offering continued access to a service or product for a specific duration.

Subscription Details

Each subscription has the following key details:

• Subscription ID: A unique identifier for the subscription.
• Customer Name: The name of the customer associated with the subscription.
• Item Name: The name of the product or service the customer is subscribed to.
• Status: The current status of the subscription. Possible statuses include:
  • Active: The subscription is ongoing, and the customer is being billed regularly.
  • Expired: The subscription period has ended, and no further charges will be made unless renewed.
  • Cancelled: The customer or the merchant has canceled the subscription, and no future charges will occur.
• Start Date: The date when the subscription started.
• End Date: The date when the subscription is set to end or renew.
• Renewal Date: The next date the subscription will automatically renew (if applicable).
• Period / Frequency: The interval at which payments are made (e.g., monthly, yearly).

Managing Subscriptions

Merchants can manage subscriptions directly from the Subscriptions Page. The available actions include:

• Auto-Renew Option: Choose whether to enable or disable auto-renew for the subscription when it expires.
• Renew: If a subscription has expired, merchants can manually renew it, enabling the customer to continue receiving the service or product.
• Cancel: Subscriptions can be canceled by canceling the original purchase order item or the last order item to set it as expired.

Subscription Notifications

Merchants and customers can receive notifications regarding subscription changes, renewals, expirations, and cancellations. These notifications help keep both parties informed about the status of the subscription:

• Renewal Reminder: Sent to the customer and merchant before the renewal date, reminding them that the subscription is about to renew.
• Expiration Notification: Sent when a subscription is about to expire, giving the customer a chance to renew.
• Cancellation Confirmation: Sent after a subscription is canceled, confirming the action and providing any relevant next steps.

The Coupons page in the platform allows merchants to create and manage discount codes that can be applied to orders. These coupons can either provide a percentage discount or a fixed amount discount, with various customization options such as validity periods, usage limits, and applicable methods.

Key Features of Coupon Management

• Add custom coupon codes (e.g., HolidayDiscount, FlashSale).
• Set specific rules for coupon usage, such as order methods or minimum purchase amounts.
• Establish both maximum discount limits and minimum order values for greater control over coupon usage.
• Track the expiration of coupons to automatically disable them after a set date.

Once a coupon is created, it can be applied to various orders based on the selected conditions. Coupons can be used in multiple methods, including API, Bill, Cart, or Manual processes. You can track orders using a specific coupon from the Coupon Management page by clicking on the corresponding coupon row.

Coupon Fields and Options

• Coupon Code: A unique code that customers will use to redeem the coupon.
• Coupon Mode: Choose between Percent or Fixed discount modes.
• Discount: The discount amount (either a percentage or a fixed value, depending on the selected mode).
• Maximum Discount: The maximum discount limit. Leaving this field empty means there is no limit.
• Applicable Methods: Specify the order methods (such as API, Bill, Cart, or Manual) to which the coupon will apply. Multiple methods can be selected.
• Min Subtotal: Define the minimum subtotal required to apply the coupon.
• Maximum Apply: Set the maximum number of times the coupon can be used across all customers.
• Expiration Date: Specify the expiration date for the coupon. After this date, the coupon will be automatically disabled.

Tracking Coupon Usage

Merchants can monitor the performance and usage of each coupon. By accessing the Coupon Management page and selecting a specific coupon, you can view:

• Orders that have used the coupon.
• Remaining usage limits for the coupon.
• The total discount applied using the coupon.

Best Practices for Coupon Management

• Plan Promotions: Use coupons strategically to boost sales during specific campaigns, holidays, or promotional periods.
• Set Limits: Define clear usage limits and expiration dates to avoid overuse or unintended discounts.
• Monitor Performance: Regularly review coupon performance and adjust their rules as needed to optimize sales.

The Reviews page allows merchants to track and follow up on product reviews submitted by customers. Reviews are automatically displayed on the respective product pages in the store once they are approved by BazaarNexus. Merchants do not have the ability to approve or modify reviews; however, they can view and list all reviews submitted for their products.

Key Features of the Reviews Page

• View Product Reviews: Merchants can see a list of reviews submitted by customers for each product listed in their store. These reviews include key details, such as the customer's rating, review content, and the date of submission.
• Approval Process: Reviews are automatically approved by BazaarNexus once they meet the platform’s standards. Once approved, reviews are displayed on product pages in the store. Merchants cannot modify or delete reviews.
• Track Review History: Merchants can view the review history for each product, including details about the reviewer’s name, review content, and rating.
• Ratings: Reviews include a rating (typically 1 to 5 stars) that provides a quick overview of customer perception of the product.

Merchant Actions

While merchants do not control the approval of reviews, they can perform the following actions to manage customer feedback effectively:

• Monitor Reviews: Merchants can view all reviews submitted for their products, whether positive or negative. This helps monitor customer feedback and assess product performance.
• Follow Up: Although merchants cannot directly respond to individual reviews within the system, they can use customer feedback to make improvements to their products and services.
• Manage Product Pages: Merchants can ensure their product listings are complete and accurate, which can positively influence customer reviews.

Approved Reviews

Once a review is approved by the BazaarNexus platform or team, it will automatically appear on the respective product page within the store. Each review includes the following details:

• Customer Name: Identifying information for the customer who submitted the review.
• Rating: A star-based rating system (typically from 1 to 5 stars).
• Review Content: The text or feedback provided by the customer, describing their experience with the product.
• Submission Date: The date the review was submitted.

Importance of Product Reviews

Product reviews are a crucial part of building customer trust and providing social proof for your store. Positive reviews can enhance product credibility and boost sales, while constructive feedback helps merchants identify areas for improvement. Here are some benefits of customer reviews:

• Customer Trust: Reviews provide transparency and help build trust with potential customers.
• Sales Boost: Positive reviews encourage more purchases by showcasing customer satisfaction.
• Improvement Opportunities: Constructive feedback highlights areas where products or services can be improved.

Leveraging customer reviews effectively can significantly enhance the shopping experience in your store and lead to long-term success.