Withdrawals¶
Withdrawals is an application used for evidence of withdrawals (order cancelations). Withdrawal orders originate from standard orders from which a customer has withdrawn. This order won’t be displayed in this application automatically – you have to add it in there manually by clicking the New button located in the toolbar. This application is used only for the evidence, it does not allow you to send e-mails to customers, display it on the website or anything else. Information added here is totally independent (no other application works with it). Just create records of withdrawals and their solutions. You can withdraw only a particular product (or products) or the order as a whole.
Withdrawals is an application located in the Sales module.
In this application you can create a withdrawal and track its progress and the final resolution. Every withdrawal can acquire these states:
Received - This is the first and default state of every withdrawal. Withdrawal in this state is waiting for the processing (it means you or anyone else did not start to work with this withdrawal yet).
Pending - This state is used for withdrawals that are currently in progress (you are trying to find the solution, you are waiting for a statement from another department and so on).
Rejected - This is a final state of a withdrawal. It means that you did not find the withdrawal justified (you rejected it).
Completed - This state means that the withdrawal has been successfully finished. It is a final state used in case the withdrawal is justified.
You can easily switch between particular states of a withdrawal in its detail.
Create Withdrawal¶
Withdrawals application is located in the Sales module. It can be used only in case you have at least one successfully paid order in the Order application. Without existing paid orders there is nothing to withdrawal because every withdrawal is bounded to an existing order.
Run the Withdrawals application and click the New button located in the Toolbar.
Identify the order. For more info see related help-site.
Select its state. For a newly created withdrawal, the starting state is “Received”. When you create a withdrawal, you can easily change its state.
Reason is an optional field in that you can insert a short description why is a customer withdrawing this order or product from it.
Received is a required field that determine when you have received this withdrawal. As a default is set the date and time when you clicked the New button.
Completed date is a date and time when has been the withdrawal solved. Automatically is in this field filled in the current date and time, but you can edit it any time.
Products defines what products and in what quantity are withdrawed. You can withdrawal all products from the order or only concrete count.
Click the Create button and the withdrawal will be added to the application.
Work with Withdrawal¶
If you want to work with a withdrawal (change its state), you have to select the particular withdrawal and click the Details button located in the toolbar.
A new tab appears and you can see all details about this withdrawal. On the Products tab are displayed all products from the particular order together with the number of withdrawed items. In the Log tab are enlisted all changes of this withdrawal together with the changer (BizBox user).
To change the withdrawal state, use one of the buttons in the toolbar.
Edit Withdrawal¶
In case you want to change the withdrawed products, received date or other information about the withdrawal, please select a particular withdrawal and click the Edit button located in the toolbar.
You are not able to change the source order used to define this withdrawal.