How does this work?
Zen-Cart Super Orders is exactly what its name implies: Zen Cart order management on steroids.
- more navigation options
- more order control
- more thorough data
- more detailed reports.
Super Orders is a collection of customizations mixed with new features. All features are in addition to the original Zen Cart files; nothing was removed.
Location: Admin > Customers > Super Orders
The orders listing screen now has shortcut buttons on each order line that match the buttons that appear in the sidebox, saving an extra click.
Added customer shortcuts, one to find all orders by the customer, another to pull up their profile edit screen.
The original "edit" button in the sidebox has been replaced with "details," to more accurately reflect the page's purpose.
The detail screen (again, used to be the "edit" button) includes shortcuts to edit the order, pull up the invoice and packing slip, and a quick navigation system to pull up the detail screen for any other order.
Location: Admin > Customers > Super Orders > "detail" button
There are multiple edit links that prompt for editing specific parts of the order data.
You'll find three links placed around the Super Orders page, each handling a specific set of data. Those groupings are:
- Contact/address data
- Split Order
- Order totals
Each brings up a popup window to edit the specified information. Submitting and closing the window will refresh the page to display your changes.
NOTE: Full order edit functionality is a major undertaking, and was never included in the Super Orders code. As in earlier versions, Super Orders offers the ability to split an order. Instructions are included in this readme which covers how to integrate Super Orders with "Edit Orders" for those who require order edit functionality.
Order Payment Tracking
Super Orders includes the ability to enter and track payment data. The Super Orders payment system can track all of the following scenarios:
- Multiple PO's
- Multiple payments
- Multiple payments per PO
- Multiple refunds per payment
- Multiple refunds per order
Opening the details screen for any order will display the payment system. There you'll find buttons to add the three types of payment data:
Clicking any one will bring up a pop-up window to enter the details for that particular entry type. When you are done, the popup will close and return you to the original page, refreshing it to display your new entry.
Buttons to edit and delete payments are on the line listing the payment. Click the corresponding button to modify the entry or remove it entirely. I think it's pretty self-explanatory, but please post on the forum thread if you have problems or questions.
The payment system now also allows the user to specify the type of payment being entered. For instance, if the payment is cash, simply select "Cash" from the dropdown; if it's a credit card payment, select the proper Credit Card company, or just choose "Credit Card" for lesser known providers.
Furthermore, the system allows the user to add/edit/delete the available payment types to suit his or her needs. Go to: Admin > Localization > Payment Types
There you will find an interface similar to the order status page. From here you may create whatever payment methods you want, as well as edit/delete those you already have. As described above, the system comes with a good list of payment types that should cover most stores, people, and situations.
NOTE: This system was built in English and hasn't been thoroughly tested in the Zen Cart language system. Please be aware that languages other than English may experience issues.
Location: Admin > Customers > Super Orders > "shipping label" button
This is taken directly from the "Basic Shipping Label" contrib available in the Zen Cart downloads section. I changed a filename, added some defines for language interoperability, and recreated the button label so that it matches the others, otherwise it's exactly the same.
If it doesn't fit your requirements exactly, the label is super-easy to modify. Just edit admin/super_shipping_label.php; the entire thing is HTML except for the address data displayed. Adjust to suit your needs.
Location: Admin > Customers > Super Orders > "invoice" button
If the order payment is a PO, the PO details will appear next to the address information after the PO number has been entered. The order must be placed using the purchase order module included with this contrib. The details appear regardless of whether a PO number was entered or not, but the number will be included once you have entered it.
Added the word "Invoice" to the header (P.O. users typically require this)
Put the billing address in better position for a windowed envelope.
Displays the Federal Tax ID and removes the tax lines, if applicable.
Admin > Configuration > Super Orders > Federal Tax Exempt Number
Clipped the shipping text to remove the details in parentheses.
Added "Amount Paid" and "Balance Due" lines. Values reflect order total and applied payments/refunds of the payment system.
Location: Admin > Customers > Super Orders > "packing slip" button
Now displays the shipping method with other order info (in case different shipping methods have different priorities, e.g. Rush shipping).
Added the word "Packing Slip" to the header.
Put the shipping address in position for a windowed envelope (I know, a packing slip usually goes *in* the box, but you never know).
If there are 4 or less products on an order, the packing slip will include the product image. The 3-product limit prevents the packing slip from unnecessarily covering more than 1 page. NOTE: You must complete step 8 in the "EDIT EXISTING FILES" section of the installation for this to work.
Batch Form Printing
Location: Admin > Customers > Batch Form Print
Ack: super_batch_forms.php is based on "easy-batch-printing" written by PandA.nl (Forum PM: paulm)
This file allows you to print invoices and packing slips in bulk. It was ported from OSC, but the original code remains largely in-tact, as it works perfectly in the latest versions of Zen. The Super Orders version simply integrates the code more seamlessly into the admin, and adds a few more printing options.
It relies on a browser's tendency to print frames on separate pages (they all do it at this point, most by default). You select the form you want, for which orders, and the number of copies, and the code spits out a new window with the right numbers, each one split into a different frame. Then just press print on your browser. No PDF formatting (a planned future feature), and a lot less clicks than the normal, manual method.
Batch Status Updating
Location: Admin > Customers > Batch Status Update
This file allows you to update the status of multiple orders at once. Search options have been increased from the initial version. You can now search by any of the following criteria: date of order, current status, ordered product, customer, payment method, order total, and the usual text search.
Select the new status, add your comments, and whether or not to notify the customer (set to "off" by default to avoid unintentional mass mailings) and you're all set!
Location: Admin > Reports > Orders Awaiting Payment
This report displays all your outstanding payment paperwork. Each radio button will search for orders that are missing the indicated transaction piece (e.g. searching "Purchase Orders" will display orders in which the customer chose to pay via PO but has not submitted a PO yet).
By default it will look for orders older than 30 days without the specified information (typical timeframe to define a payment as "late"), but you can include orders within 30 days by clicking the indicated box.
The print format is just as its name implies, prints nicely on 8.5" x 11" paper. You can click the title in the print format to return to the regular admin display.
Location: Admin > Reports > Cash Report
Similar to the "Awaiting Payment" report, the Cash Report displays all the actual monetary transactions entered into the payment system.
Your options are payments (income), refunds (loss), or both. PO's are not an option because they are merely a promise to pay, not actual cash. Payments attached to PO's are included in the "Payments" search.
The date range search reflects the date upon which the payment or refund was entered, NOT the order date, date of a particular status, etc. This date is displayed on the order detail page on the payment line item under the heading "Date Posted".
Like the Awaiting Payment report, the print format displays a nice print layout. You can also click the title in the print format to return to the regular admin display.