Orders
Attach Outside Files On Sales Orders
This article will show you how to attach files from outside Zangerine to your orders. This could be supporting invoices, images, or anything you might need to attach. Open the Order in question. Scroll down to the Comments section. Click the 'Choose ...
How to Use Color Tags
Within Zangerine there are multiple organizational tools, one of which is Color Tags. Tags are customizable to represent any variety of needs and once set can be used as a filter option. To manage your current Color tags or create new ones, you’ll do ...
How to add Attachments to Orders
This article will show you how to attach PDFs and images to your sales order records. Inside your Sales Order, scroll down to the Attachments section. See image below: Click Browse. The media folder will pop-up. See image below: Select the document ...
How to Duplicate Sales Orders
If you have customers who regularly order the same products from you, duplicating orders will save you time when creating orders. Inside your Sales order scroll to the bottom of the screen. Click More Actions. Select Generate A Duplicate Order. See ...
How to use payment methods on the Sales Order page
Note: The functionality described in this article is only usable through CMS integration. If your system does not have this integration setup you will not be able to add payment options. Please contact Zangerine Support for more information. The ...
Where to find a Pick List
When completing a Sales Order you need to gather the requested products. Zangerine provides a pick list to help you accomplish this. Click Sales. Click Orders. You will be redirected to the Sales Order list screen. Select an Order. You will be ...
How to Create a Sales Order
This article will cover the basics of creating sales orders. Click Sales. Click Create Order. You will be redirected to the Select Customer screen. See image: Search the Customer Name, and Click their name. You will be redirected to the edit sales ...
Picking a Sales Order
This article will show you how to pick a Sales Order. Open your Sales Order. Click the blue Pick List button. You will be redirected to the Picking Module. See image below: Select the Fulfillment Warehouse to pick from. To fill the quantity for ...
How to Unpick an Order
Sometimes mistakes happen, and you need to undo picking to start over. There are several ways to access the fulfillment to undo the picking that was completed. You can access the Order Fulfillment screen through the Sales Order Screen. Click Sales. ...
How to apply a Discount to a Sales Order
This article will show you how to apply a discount to individual line items on a sales Order. Click Sales. Click Orders. You will be redirected to the Sales Order List screen. Select an Order. You will be redirected to the Sales Order. Click the red ...
How to use payment methods on the order list screen
Note: The functionality described in this article is only usable through CMS integration. If your system does not have this integration setup you will not be able to use payment options. Please contact Zangerine Support for more information. Click ...
How to Apply Coupons in a Sales Order
See the How to Create Coupons article for more information. Click Sales. Click Create Order. You will be redirected to the Customer Select page. Select the Customer. You will be redirected to the new Sales Order. Add your Product to the sales order. ...
Picking a Sales Order with Lot Numbers
Lot numbers, like serial numbers are required to complete the picking process. The process is similar to normal picking with a few extra steps. Open your Sales Order. Click the blue Pick List button. You will be redirected to the Picking Module. See ...
How to Drop Ship a Sales Order
Click Sales. Click Orders. Click a Sales Order. At the bottom right of the Sales Order, Click More Actions. Select Generate Purchase Order. A pop-up window will appear on your screen (See Image Below). Select the Vendor. Click the Create Purchase ...
Apply One Payment To Multiple Invoices/Orders
Click Sales. Click Orders. You will be redirected to the Sales Order List screen. Select the Orders you would like to add payments to, by clicking the Check Boxes on the Order Lines. See image below: At the bottom of the page, Click the blue Actions ...
Refund a Payment
Click Sales. Click Orders. You will be redirected to the Sales Order List screen. Select an Order to refund. You will be redirected to the Sales Order screen. Under the Add Payment section, Click the Payment Method drop down menu. See image below: ...
Use Customer Credits
This article will show you how to apply customer credit to a sales order. Click Sales. Click Orders. You will be redirected to the Sales Order List screen. Select an Order to add payment to. You will be redirected to the Sales Order screen. Under the ...