Orders
13 articles
How do I turn an enquiry into a quote and an order?
Enquiries from your storefront land under Sales → Enquiries. Price the lines, add freight and a valid-until date, send the quote; when the buyer accepts, the order is created for you.
For store owners
Orders and purchase orders: what do I do?
An order is a buyer's purchase that you send to the buyer. A purchase order is BTAB ordering stock from you. Here is what to do with each.
For suppliers
Paying for an order at a Btab store
Checkout is a guest checkout. Pay by card, or by bank transfer when the store offers it. The order summary shows the GST included and the delivery cost before you pay, and the amount on the Pay button is the amount charged.
For shoppers
How do I turn a quote into a sale?
Make a quote from scratch under Sales → Quotes, email it with a PDF, then sell it in the till (in full or on a deposit) or convert it to an order. The quoted prices carry through, so nothing is typed twice.
For store owners
How do I update my stock?
Confirm how many of each SKU you actually have on the Stock page, one by one or by pasting a stock list.
For suppliers
Tracking your order
Your confirmation email has a View your order button. It opens your order page: the status, each parcel's tracking, your totals and the tax invoice. No account is needed, and the link works for a year.
For shoppers
How do I read the margin report?
Sales → Analytics → Margin report shows what each paid order made after you paid for the goods and their delivery, by order, maker, sales person or channel. Owner and Manager only.
For store owners
Returns and refunds
Open your order page and choose Request a return: pick the items, a reason, and a refund, replacement or repair. Faulty, damaged, wrong or not-as-described items are always accepted. Change-of-mind returns follow the store's returns policy.
For shoppers
What happens when something is returned?
The Returns and performance page shows what came back, why, and what happens to it, plus how your orders are going. These numbers never cost you a fee.
For suppliers
How do I sell at the counter?
The Counter is your till: scan or search products, pick the customer, split the payment across cash, EFTPOS, card or a gift card, take a deposit, and print the receipt. You can also take the balance of a deposit and sell a quote from here.
For store owners
How do buyers return items, and what do I need to do?
Buyers ask for a return from the link in their order email. Faulty or damaged items are always accepted; change of mind only if you turn it on.
For store owners
How do I refund an order?
Refund some or all of an order from its side panel: pick the items and quantities, choose whether shipping goes back, and keep a restocking fee on a change of mind. Card orders go back through your Stripe; counter sales are recorded as money you hand back.
For store owners
How do I connect my Shopify store's orders?
Connect your Shopify shop once and its new orders, Kogan orders included, turn up in Orders on their own. Here's how to connect it and how to sort out an order that's waiting for a product match.
For store owners