Orders with the status OPEN or HOLD can be edited at any time. Proceed as follows:

1. In the Search tab, select the respective customer from the results list and open the Orders tab by double-clicking.

2. Now select the relevant order in the list of the customer's orders.

3. Make your changes:

   1. Edit the items of the order

   2. Edit the order data in the General tab in the details section:

      • Order Type: B2C or B2C (the order type can't be changed after creating/importing the order)

      • Shop comments: What did the customer want to tell you?

      • Address remarks: Here you can enter a text that appears anywhere on the invoice.

      • Gift message: If the delivery and invoice address differ, a delivery note will be created without prices and this is exactly where the gift message appears.

      • Shipping vendor

      • Shipping costs: How much does the customer pay for shipping including VAT and additional costs, e.g. cash on delivery fee.

      • Voucher ID and voucher amount: If you only specify the amount of the voucher, a voucher ID is automatically generated. If the voucher value exceeds the total amount of the order, the order amount will be set to 0 €, no negative amount will be shown.

      • Shipping date, if the customer requires a specific delivery date.

      • Billing and shipping address of the customer as well as the payment type and payment data

      • Export E-mail & Phone Nr. for Polling: Only if this checkbox as well as the database setting "Export E-mail and Phone Nr. to Shipping Vendor" (pixi* Control Center > Database Settings > Shipping) are enabled, the e-mail address as well as the phone number from the shipping address is forwarded to the shipping vendor (contained in polling files). The checkbox is disabled by default when manually creating an order.

   3. Log an order comment.

4. Save your changes.

Notes:
- As soon as incoming payments (e.g. from orders paid in advance or paid by invoice) are assigned, the customer's payment details (bank code, account number, IBAN, BIC) are automatically transferred to the payment data of the relevant order / invoice in the pixi* Customer Service. These are therefore available for the case of a return or a replacement. To do this, the setting "Update Address From Bank Line" in the pixi* Control Center > Tables tab > Payment Types table must be set accordingly for the respective payment type.
- The voucher (credit) ID is automatically removed when you cancel all order lines of the order. Please make sure that the voucher ID is given when new order lines are added to this order. If there is no voucher ID, the voucher will not be taken into account when creating the invoice.
- Make sure that a comma (",") is entered as the decimal separator in your Windows Control Panel > Region and Language > Additional Options .... If a period (".") Is entered here, this leads to calculation errors in the order and in invoice generation.
- Known Issue: Even in status CLOSED, the following fields are still editable: Shop comments, Address remarks, Gift message.

See also: Manage Items of Customer Orders, Creating Customer Orders

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Orders with a fixed shipping date (delivery date)

You can enter a shipping date for an order via the online shop as well as in pixi* itself. If an order date has a delivery date, pixi* will handle this order as an express order. This does not mean that the delivery is necessarily sent as an express, but the order is handled differently when doing the Scan-In. On the other hand, it makes sense for orders, e.g. sent by UPS Express to enter the delivery date to ensure that the shipment is not only preferred, but also treated separately in your shipping department.

Make sure you don't set the required date of arrival as the date of shipment, but when the product should leave your shipping department for it to arrive in time.

Orders with delivery dates in Shipping

You can create picklists separately by express (with shipping date) and normal (without shipping date). In addition, you can filter orders for picklists by the shipping date so that all orders before or including a specific shipping date are included in the picklist. Only orders with a shipping date will be added to the picklist, which are deliverable in full. If a shipping date has been reached, but the order is not available in full, a partial delivery will not be automatically arranged.

When you scan an item for an order with an allocated shipping date, those orders are automatically placed in special order compartments. These compartments should be specially marked to make sure that it's clear that they are to be treated specially.

Order Comments

You can leave comments in pixi* for every order. This is especially useful if your customer service department comprises several people. To create an order comment, follow these steps:

1. Open the pixi* Customer Service and switch to the Orders tab.

2. In the middle section, select the tab Order History.

3. Click the Add Order Comment button and enter a text.
   

Then a new comment is created with the following information:

• Comment: contains the text just entered (up to 8.000 characters)

• User: contains the user name that created the comment

• Date: contains the date and time the comment was created
  
  

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