Managing orders, invoices etc with the Batchbar
Managing orders with ccVAOM is straight forward. If you have already used Virtuemart for processing orders, you just need to spend a few minutes with ccVAOM to get the hang of it. You will find the "Orders and Invoices" overview in Components > ccVAOM.
The biggest difference compared to Virtuemart is that ccVAOM has the batchbar, enabling efficient batch processing of orders. Using the batchbar is an easy 4 step process. With the batchbar you can select a few orders (1. Make a selection) and optionally a status (2. Select a status), and then apply an action to that selection (3. Select an action), and start processing the batch (4. Start processing). Examples are included at the bottom of this chapter.
The trick is that you select one "option" in each step. If you remember this, the interface is really simple.
Important to note, is that ccVAOM allows the processing of an unlimited amount of orders, but your hosting/server environment may not. For example: it is possible that your hosting environment is not powerfull enough to create 300 PDF invoices in a few seconds and causes the page to hang, resulting in a blank page or error. In that case, create smaller batches that the hosting environment can handle. For example: create 100 PDF invoices at once.
With the batchbar it is possible to create the following documents:
- Order PDF
- Invoice PDF
- Combined orders and invoices PDF
- Address labels CSV
- Order/invoice export CSV
- Packing slip
- Order list
Every single order/invoice has an "Action" toolbar at the far right of the order/invoice row. With the four actions, you can choose to create an invoice for an order, preview (in a popup), quick print or e-mail an order, an invoice or both at the same time. First, select the document you want to "process" with the radio buttons in front of the Action toolbar (Order, Invoice, Both) and then select the action.
- Create invoice, creates an invoice for the selected order.
- Quickly preview an order, invoice or both in a pop up.
- Quick print the invoice to your own printer
- The e-mail icon has a few different states:
- Inactive: select a document with the radio buttons: order, invoice (invoice must be created off course!) or both
- No e-mail sent, click to e-mail an order, invoice or both
- E-mail already sent, click again to e-mail an order, invoice or both
Below you will find a few examples of common actions the batchbar can be used for. The areas marked in red are the settings you want to select/change to get the required results.
Example 1: download all orders and invoices from a certain date range
In step 1 select "Orders from" and "date range" in the dropdown, then select the dates in the popup calendar. In step 2 select "All". In step 3 select "Download" and "Orders & Invoices" from the dropdown. In step 4 select "Start" to start processing.
Example 2: download all address labels from confirmed/paid orders placed today
In step 1 select "Orders from" and "Today" from the dropdown. In step 2 select "Confirmed". In step 3 select "Download" and "Address labels CSV". In step 4 select "Start" to start processing.
Example 3: from selected orders only change the ones with pending status to cancelled status
In the orders list select a few orders. In the batchbar, step 1, select "Current selection". In step 2 select "Pending". In step 3 select "Change status" and "Cancelled" from the dropdown. In step 4 select "Start" to start processing.
Example 4: e-mail invoices for all confirmed orders from today to customers
In step 1 select "Orders from" and "Today" from the dropdown. In step 2 select "Confirmed". In step 3 select "Email" and "Invoices" from the dropdown. In step 4 select "Start" to start processing.