This page shows the detailed view of a specific customer order. Here you can view important information about the order and edit some of it. Below you will find an explanation of the individual sections and their functionality.
Order Overview Grid: General Details
On the overview page, the following columns are available to you:
Order Number
Customer Number
Created On
Order Date
Shipping Vendor
Planned Shipping Date
Actual Shipping Date
Location
Payment Method
Type
Item Line Total (€)
Voucher (€)
Shipping Costs (€)
VAT (€)
Total Amount (€)
Item Line Discount (€)
Shipping Lock
Orders can be assigned shipping locks. To do this,
Click the truck icon.
A pop-up window is displayed in which you can enter a reason for the shipping lock as a comment.
Click Save to save the lock.
Subsequently, this order will not be able to be shipped in the ship-out until the lock has been removed. The order is then displayed on all overview pages and the details page with the icon shown above.
The shipping lock can be lifted using the same symbol.
Create Direct Invoice
You can create a direct invoice for the order using the document icon. For more information on this topic, please refer to the page on direct invoice printing.
Set Priority
This functionality allows you to prioritize reserved orders on picklists. This means that you can prioritize orders that need to be shipped faster than usual. Detailed information can be found here
Validate Shipping Address (ShipRush)
This functionality is only available to customers with a ShipRush integration.
The ShipRush address validation functionality can be carried out via pixi. Address validation checks whether the shipping address matches the US standard format. The Validate shipping address functionality can be accessed using the checkmark. The validation works if ShipRush has been integrated with pixi and the shipping address is in the USA. If the validation is successful, this is indicated by a green confirmation banner. If the validation returns a negative result, an error message is displayed. In addition, pixi sets a shipping lock for the order.
Customer Service
You can open the desktop application Customer Service by clicking on the customer service icon.
Additional functionalities under ‘More’
The dropdown under More offers the following functionalities:
Create Reservation: If you want to reserve certain items for an order that are currently out of stock, you can make a reservation for them. You can find more information here.
Remove Reservation
Ship Now: You can send orders as partial deliveries. You'll find the option in the top menu bar under More > Ship Now. In the dialogue box, you can activate the partial delivery for the order and define how to proceed with other items. You can find more information here.
Detailed Order Information
The lower section of a detail page provides detailed information about the order. The section is divided into different tabs:
Order Lines: Displays the individual items in the order.
General: General information about the order.
Addresses: Customer address data, shipping and billing address.
Notes: Internal notes about the order.
History: Record of activities and changes made to the order regarding shipping lock history.
Order lines
Order lines in a customer order refer to a single item listing an ordered item. Each order line contains specific information about an item or bundle. For pixi, this includes, in addition to the item name, the status, barcode, quantity, system tag or shop item number. Each line therefore refers to an individual item within the order, whereby the total net value of an ordinary order is determined by the sum of all order lines.
In this overview, you can use the three-dot menu to show or hide individual columns as needed and apply filters. The settings are saved locally.
Above the overview, you will find the functionalities Create direct invoice and History.
Create Direct Onvoice
Via the document icon, you can create a direct invoice for single or multiple order lines. For more information on this topic, see the page on direct invoice printing.
(Order line) History
To access the order line history of an item, you must activate the line in the left column using the checkbox and then click on the history symbol. pixi opens a pop-up window with an overview of all status changes that have been made to this specific order line, including the timestamp and the user.
General
The General tab contains order information, payment information and delivery information. The pencil icon on the right allows you to edit the additional address, comment from shop, gift message and tags fields.
Addresses
For orders that have not yet been shipped, the shipping and billing addresses can be edited (separately). In addition, there is the option of filling in the fields with already existing shipping addresses. Up to ten of the entries are listed here. When one of the addresses is selected, the fields below are updated.
Notes
Here you have the option of managing notes in the pixi web application for the order.
History
The entries are listed in descending chronological order. Columns in the tab: Edited, Comment, Edited by and Action (Locked or Unlocked). If an order with a shipping lock was imported, the lock is automatically set in pixi and an entry is created in the shipping lock history.
If a shipping lock is set via API call pixiSetOrderShippingLock or pixiChangeAddress, a new entry is created in the shipping lock history. In this case, API is stored as the value in the Edited by field.