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    • #️⃣ Daily Yoplanning
      • Manipulation and management of orders in Yoplanning
        • Manage orders on Yoplanning.pro
        • Modify an order on Yoplanning.pro
        • Determining the main customer for an order
        • Modification of the price in an order on Yoplanning.pro
        • Management of discounts on quotes, orders and invoices
        • Delete all or part of an order on Yoplanning.pro
        • Search orders on Yoplanning.pro
        • Send an order confirmation by email on Yoplanning.pro
        • Create a Credit for a Customer or Use an Existing Credit
        • Using a Customer's Credit or Prepaid Plan
        • Add a session to an order
        • Selling an unplanned product from Yoplanning.pro
        • Customizing the status of Yoplanning.pro orders
        • Charge cancellation fees on Yoplanning.pro
        • Tracking sales and collections
          • Search for registrations without orders
          • Management of pending payment links
          • Monitor payments with Yoplanning.pro: Who hasn't paid and who has a balance to pay?
          • Ensure the proper functioning of assignments
          • Weekly control of order validation in final invoice
        • Grouping Activities on the Quote or Order in Yoplanning.pro
        • Add a price to an item in an order
        • Merge Orders
        • General information on credits and how they work.
      • Manage bookings with Yoplanning
        • Entering counter entries with the reservation module
        • Registration Entry and Registration Modification in Yoplanning.pro
        • Manage the list of sessions and participants Yoplanning.pro
        • Register a group of participants
        • Delete a registration (cancellation) on Yoplanning.pro
        • Add or modify equipment for a participant
        • Registering a Participant in Yoplanning.pro
        • sell one or more gift vouchers
        • Modify or move a participant's registration
          • Move a Session in Yoplanning.pro
          • Move a participant from one session to another in Yoplanning.pro
        • Group or seminar registration
        • Optimize the addition of your resources with Yoplanning.pro
          • Add a resource to a participant on Yoplanning.pro
          • Add a resource to an order on Yoplanning.pro
        • Send an email to multiple participants
        • Add participants to a session
        • Advanced options for managing registrations
          • Split a participant registered in a group
        • Send reservation tickets to participants
      • Schedule and unavailability with Yoplanning
        • Transferring multiple sessions from one staff to another
        • Generate Staff Fees with Yoplanning
        • Define unavailability for a team member
          • Modify or delete a staff member's unavailability.
        • Assign one or more staff to a session
        • Choice of colors in the schedule
        • Staff Requested (assignment lock)
      • Payment and Transactions on Yoplanning
        • How to Send a Payment Link to Your Client on Yoplanning
        • Make a refund with Yoplanning
          • Total Refund of an Order
          • Partial Refund of an Order
          • Refund of an Order Validated by Invoice
        • Pay at the Counter in Distance Selling via a Payment Link
        • Easily correct cash register errors on Yoplanning
        • Payment in 3 installments without fees via Payline
        • Paying on Yoplanning
        • How to reconcile Stripe and the checkout?
        • Management of Overpayments in Orders on Yoplanning.pro
        • User Guide for Setting Up the Stripe Payment Terminal
        • Benefits of using the Yoplanning banking terminal in collaboration with Stripe
      • Accounting Questions
        • French Accounting
          • Statement of Advance Receipts in Yoplanning.pro
          • FAQ: Removal of the term "provisional" from the invoice title on Yoplanning
          • Certification of Conformity of the Fund
          • Accounting instructions for France (invoicing module)
          • Billing Standard
          • Integration of Pennylane with Yoplanning
        • General Operation of Accounting
        • Generate a Credit Note from an Invoice on Yoplanning.pro
        • Generate a final invoice on Yoplanning.pro
        • Should I deduct the commission from orders sold through a marketplace?
      • Internal communication
        • Creation and Management of Planning Notes on Yoplanning.pro
        • Sending email or SMS to team members
      • Customer Communication
        • Send an Invoice, a Ticket or a Quote via Yoplanning
        • Send an automatic reminder to the client before the activity
          • Sending a reminder by SMS
        • Send a session reminder manually
        • Send an automatic message after the activity
        • Export customer emails
        • Opt-in and Emailing Rules in Europe
        • User Guide for Connecting an Email System via Zapier
        • Find the participant information request link
      • Using planning filters
        • Viewing the schedule
        • Planning Context Management
        • Moving Sessions and Courses
      • Dashboard and statistics.
        • Dashboard
          • Hours sold vs. hours supervised, what's the difference?
        • Exports & Statistics
    • ⚙️Yoplanning Parametrage
      • Customer communication
        • Guide to modifying email templates on Yoplanning
          • Details of variables available in client emails
        • Insert your General Conditions of Sale in Yoplanning.pro
        • Guide to Modifying SMS Templates on Yoplanning
        • Modify the Address of Your Structure
      • Management and configuration prices
        • Dynamic price management (seasonality) in Yoplanning
        • Define a Rate per Session for Private Lessons in Yoplanning.pro
        • Price per Participant vs. Price per Session
        • Generate promo codes
        • Marketing Module in Yoplanning
      • Product settings
        • Prepaid plans, gift vouchers, gift certificates
          • Gift voucher
          • Gift Certificate & Prepaid Package
        • The products that will be used on your schedule
          • Create a product
          • Create Tags to Classify Your Products in Yoplanning
        • Management of Openings and Closings of Online Sales
          • Control of Online Sales of Activities via Artificial Intelligence
        • Setting up availability on your schedule
          • General Planning VS AI Planning
          • Creating a session on Yoplanning
          • Using repetitions on Yoplanning.pro
        • Define Meeting Places in Yoplanning.pro
          • Management of customer collection points
        • Define the Order of Products on Yoplanning.pro
        • Participant Management
        • Customization of the Customer File (Participant)
          • Request information about the participant after the order
            • Simplified Management vs. Detailed Management
        • Manage the entry flow with appointment times defined for the public
        • How does product transition backup work?
          • Transition Backup in YoPlanning: A Technical Analysis
      • Staff management
        • Invite a staff member to your team
        • Define staff rights and roles
        • Sort and classify staff on the schedule.
          • "Staff Order / Week" Feature
        • Deleting Staff Tags
        • Delete a staff member from the team
        • Guide to synchronizing Yoplanning with Google Calendar
        • Pay Fees by SEPA Transfer
      • Management of resellers and business providers
        • Doc for Producer Teams: Collaboration with Resellers and Business Providers
        • Invite a Reseller to Your Team on Yoplanning.pro
        • How do I share my products with a reseller's team using Yoplanning?
        • User Guide for Resellers: How to Use Yoplanning
        • Management of business providers
          • Create a Business Introducer Client
          • Online sales for a business provider on Yoplanning.pro
          • Give access to your business provider for over-the-counter sales on Yoplanning.pro
        • Remove a reseller from my team
        • Management of Resellers and Business Providers for Groups
          • Infographic Reseller and Business Provider
      • Booking module
        • Customization of the reservation module
          • Customize your messages for full or unavailable activities
          • Customize the graphic charter of the reservation module
        • Integration of the reservation module
          • Creating URLs for Integrating the Reservation Module on a Website
          • Wordpress
          • Squarespace
          • Wix
          • Jimdo
          • Web agency technical doc
            • Introduction: Technical Doc
            • Google Analytics
            • Google Analytics with Yoplanning
            • E-commerce events sent to Google Analytics
            • Tracking traffic sources with UTM parameters
            • Cross-domain tracking with the _gl parameter (Google Analytics 4)
        • FAQ Booking Module
          • Is it possible to set a minimum number of participants for online sales?
      • General settings of Yoplanning
        • List of payment methods
        • Team settings
          • How to find your Google Business Profile ID
        • Pennylane Integration
        • Order data
      • Options Management (Material and Intangible Resources)
        • Creation and modification of the material list on Yoplanning.pro
        • Creating an Option in Yoplanning
        • Allocation of Options to Sessions on the Schedule
        • Setting up Cancellation Insurance
          • Setting Up Meetch Cancellation Insurance
          • Setting up Assurmix cancellation insurance
        • Define an order for your product options.
      • Fees (Settings)
        • A little reminder of the regulations on fees
        • Product Type Settings on Yoplanning.pro
        • Setting the Status of Staff on Yoplanning.pro
        • Presences in a staff status
        • Setting the Fee Amount on Yoplanning.pro
        • Setting up Bonuses or Incentives in Addition to Fees
        • Problems with Staff Fees – What to Check?
      • AI planning
        • Create sessions in your AI schedule with Yoplanning
      • Online sales
        • Your Online Store with Yoplanning
        • Payline setup procedure
      • To create your schedule for the future season in Yoplanning
  • ❓FAQ
    • 💡General FAQ
      • Understanding Totals in a Reference Frame of Different Dates on Yoplanning.pro
      • Automatic discount or reduction on a reseller
      • Using the statistical dashboard on Yoplanning.pro
      • Find your Team ID on Yoplanning.pro
      • Pricing of SMS sent from Yoplanning.pro
      • Find my Yoplanning invoices
      • Staff Notification of Session Assignments
      • Staff Management
      • FAQ: Tax Problems on Orders, Quotes or Invoices
      • Email in spam and delivery problem
      • 3D Secure from the Merchant's Point of View
      • Examples of sites using Yoplanning
      • Why can't I see all the staff on the schedule?
      • Why can't I send a confirmation email?
      • Why are the sessions on my schedule faded?
      • Why do sessions disappear when I create them as 'unassigned'?
      • How do I make sure the "unassigned" line is empty for the next day?
      • Why are the first and last names duplicated and I don't have the phone number in the participants?
      • Why don't some orders turn into an invoice?
      • What is ResaOne?
      • How to check reseller orders?
      • FAQ: Create a booking module for business introducers with a payment link.
      • Can I make a deduction from the fees paid to my staff?
    • ⚙️FAQ for setup
      • Why don't the discounts set in the product appear online?
      • Resolution of the Problem of Products Not Displayed in the AI Planning on Yoplanning.pro
      • Understanding the visibility of information in the reservation module
      • FAQ: Integrating a staff member's mobile number into reminder emails
      • Why can't I change the font in email templates?
      • FAQ: Online Sales After the Start of the Service
      • Setting Up Connectivity for Tourist Offices Equipped with Orchestra
      • Setting Up Connectivity for Tourist Offices Equipped with Engineering
      • Import a customer file into Yoplanning
    • Staff FAQ
      • How do I find my fee slips on Yoplanning.pro
      • How to enter your IBAN
      • Guide to Changing Email in Yoplanning
      • Enable Email Notifications for Upcoming Sessions
      • Working in Several Different Structures with Yoplanning
      • How to print the session sheet on Yoplanning.pro
      • I no longer see the filter button at the top right of my Yoplanning interface
      • Manage my availability and unavailability in Yoplanning
      • Synchronize my Google Calendar account with Yoplanning
      • Moving a student from one course to another (harmonization)
      • How do I change the times displayed on the schedule?
      • Modification of contact details in the header of the fee sheet
      • Change password on Yoplanning.pro
      • FAQ: How does the "Book [first name]" button work?
  • Update Information
    • 2024 Update Report
      • 📢Yoplanning Updates – December 2024
      • 📢Yoplanning Updates – November 2024
      • 📢Yoplanning Updates – October 2024
      • 📢Yoplanning Updates – September 2024
      • Update Report: June - August 2024
      • Update of June 10, 2024
      • Update of May 20, 2024
      • Update of May 6, 2024
      • Update of April 29, 2024
      • Update Report Until April 10, 2024
      • Update Report until March 27, 2024
      • Update of February 27, 2024
      • Update of February 21, 2024
      • Update of February 19, 2024
      • Update Monday, January 29, 2024
      • Update of January 31, 2024
      • Update of January 22, 2024
      • Update of January 15, 2024
      • Update of January 9, 2024
      • Update of January 8, 2024
      • Update of January 17, 2024
    • 📢Yoplanning Updates – January 2025
    • 📢Yoplanning Updates - February 2025
    • 📢Yoplanning Updates - March 2025
  • Developer
    • Yoplanning API Documentation
    • Catalog Access Tutorial
      • Checking Availability via the Yoplanning API
    • Planning Technology Brick
  • Developer FAQ
    • FAQ: Category Management in YoPlanning
    • FAQ: Using Webhooks in YoPlanning
    • FAQ: Reselling Terms and Commission Rate Definitions
  • Privacy and Terms of Use of yoplanning.pro
    • Privacy Policy
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On this page
  • Manage orders on Yoplanning.pro
  • Modify an order on Yoplanning.pro
  • Determine the main customer
  • Modify a rate
  • Manage discounts on quotes, orders or invoices
  • Delete all or part of an order on Yoplanning.pro
  • Search for orders
  • Resend an online order confirmation by email
  • Create a Credit for a Customer
  • Use a customer's credit or prepaid plan
  • Add a session to an order on Yoplanning.pro
  • Sell an unplanned product
  • Order status
  • Charge cancellation fees
  • Self-monitoring and sales monitoring
  • Group activities on the quote or order
  • Special rates in orders
  • Merge Orders
  • Credit or Customer Credit or Purchase Voucher
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  1. Yoplanning Academy
  2. #️⃣ Daily Yoplanning

Manipulation and management of orders in Yoplanning

Previous#️⃣ Daily YoplanningNextManage orders on Yoplanning.pro

Last updated 9 months ago

With Yoplanning, you can easily manage all your orders in one place. Whether you need to create a new order, track the status of an existing order, or manage payments, Yoplanning makes the process simple and intuitive.

Yoplanning allows you to easily modify an existing order. Whether you need to change the main customer, adjust a rate or add a session to an order, you can do it quickly and easily with Yoplanning.

With Yoplanning, you can easily determine the main customer for each order. This allows you to keep track of who is responsible for the order and facilitate communication with the customer.

Yoplanning allows you to easily modify the prices of your orders. Whether you need to apply a special rate or make a discount, Yoplanning makes the process simple and easy.

Displaying the discount and setting the standard price.

If you need to delete an order or part of an order, Yoplanning makes it easy to do so. Whether you need to delete a session of an order or the entire order, Yoplanning gives you the control you need.

Yoplanning gives you the ability to easily search for specific orders. Whether you need to find an order by customer, date, or status, Yoplanning makes searching quick and easy.

If a customer needs an order confirmation resent, Yoplanning makes it easy for you to do so. You can resend an order confirmation by email directly from Yoplanning.

Yoplanning allows you to create a credit for a customer. This can be useful if a customer needs to cancel a reservation or if you want to offer a credit to a customer for a future reservation.

Yoplanning allows you to use a customer's credit to pay for any service in an order. You can use it as a prepaid package or simply to postpone a previously scheduled activity, cancel

With Yoplanning, you can easily add a session to an existing order. Whether you need to add an additional session to an order or create a new order with multiple sessions, Yoplanning makes the process simple and easy.

Yoplanning also allows you to sell unplanned products, such as equipment, drinks or goodies. You can easily add these products to an order and invoice them accordingly.

Yoplanning allows you to easily track the status of your orders. Whether you need to know if an order has been paid, if it is pending or if it has been cancelled, Yoplanning gives you all the information you need.

With Yoplanning, you can easily manage cancellation fees and refunds to customers. Whether you need to apply a cancellation fee to an order or process a refund.

Yoplanning offers you sales tracking and self-monitoring tools to help you manage your business efficiently. You can easily track your sales, control your inventory and manage your finances with Yoplanning.

Yoplanning allows you to easily group activities on a quote or order. This can be useful if you offer activity packages or if you want to offer discounts for group bookings.

With Yoplanning, you can easily apply special rates to your orders. Whether you need to offer a discount for a group booking, a special rate for a certain time of year, or a promotional rate for a new activity, Yoplanning gives you the control you need.

Allows you to group all order lines from multiple orders into a single order.

Distinction between assets, customer credits and vouchers in Yoplanning.

Manage orders on Yoplanning.pro
Modify an order on Yoplanning.pro
Determine the main customer
Modify a rate
Manage discounts on quotes, orders or invoices
Delete all or part of an order on Yoplanning.pro
Search for orders
Resend an online order confirmation by email
Create a Credit for a Customer
Add a session to an order on Yoplanning.pro
Sell an unplanned product
Order status
Charge cancellation fees
Self-monitoring and sales monitoring
Group activities on the quote or order
Special rates in orders
Merge Orders
Credit or Customer Credit or Purchase Voucher
Use a customer's credit or prepaid plan