Manage orders on Yoplanning.pro
Introduction
Order management is an essential step to ensure effective tracking of bookings and transactions on Yoplanning.pro. Whether you want to view an order, modify it or track its status, this tool allows you to easily manage all operations related to your sales.
Access the controls
To access the order management window, simply go to the "Sales" menu, then "Orders". You will see the list of all orders that have been placed, whether they come from a widget or entered manually in Yoplanning.
Search for orders
Yoplanning.pro has a powerful multi-criteria search system. You can search for an order by the name of the customer or participant. You can also search by date to limit the results.
Another option is to search by session date, that is, the date of the activities included in the order. This feature can be useful for searching for activities for a specific period, or for processing a series of orders relating to a specific week.
The different order statuses
An order can have one of three statuses:
Quote: When no payment has yet been made, the order is considered a quote.
Provisional Invoice: As soon as a payment is recorded for the order, a provisional invoice is created. This invoice is not final because changes can be made before the service is performed.
Final Invoice: Once the service has been completed and all changes have been made, the invoice is validated and becomes final. At this stage, the information can no longer be modified.
Conclusion
With its advanced search system and different order statuses, you can easily organize and modify your sales according to your needs.
Whether you're viewing an order, adjusting a payment or finalizing an invoice, this tool lets you manage every step with precision and flexibility.
That's it for this general presentation of order management on Yoplanning.pro. The following articles will cover more advanced aspects of this feature to help you further optimize your daily management.
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