Submitting a Pre-Order

To complete a pre-order, follow the three steps outlined at the top of the screen.

Step 1: Start Here

• Capture the customer’s contact details.
• Staff members completing the form must also enter their own name.

Step 2: Your Order

• Add the products the customer wants to the cart.
• Some products have weight or flavour options; be sure to ask the customer about these preferences and adjust as required before adding the product to the order.

Step 3: Order Submission

• Confirm the customer’s contact details, including their suburb and postcode.
• Any additional items or regular products can be recorded in the “Extra Items” field.
• Select the pickup date. (Required)
• Click the “Place Order” button to finalise the order submission.
• Inform the customer that they will receive an email confirmation once the order has been successfully submitted.

Admin Pages

Staff can manage orders through the Admin menu, which provides links to the following pages:

Order Management

• This page lists all pre-orders submitted into the system. Staff can change the status of an order, view order details, or edit an order.

Changing the Order Status

• The various statuses can be used to track the order throughout the preparation process.

View Order

• Click the “View Order” button to see order details, including customer information and the items ordered.

Edit Order

• Click the “Edit Order” button to add or remove items from the order.
  Note: Changes may take some time to reflect in the system.

Orders by Date

• This section displays orders by their scheduled delivery date and current status.

Stock Management

• The Stock Management page provides an overview of ordered products, the quantities ordered, and the remaining stock, either by quantity or weight.

Cut List

• On the Cut List page, staff can generate a list of products required for a specific delivery or pickup date.
• Simply select the target date, and a table will be generated showing the required products and quantities for that day.

Refunding an Order from the Dashboard

Please note, as the system does not capture payments, refunding an order is for stock management purposes only.

To process a refund, follow these steps:

Access the Order

• Go to the WooCommerce menu and select Orders.
• Locate the order you wish to refund and click on it to open the order details page.

Initiate the Refund

• Scroll down to the Order Items section.
• Click the Refund button to begin the refund process.

Enter Refund Amount

• For each item you are refunding, enter the quantity and any relevant amount adjustments.
• Ensure that any applicable shipping fees, taxes, or discounts are accurately reflected in the total refund amount.

Restock Items (recommended for stock accuracy)

• If you wish to restock the refunded items automatically, tick the Restock Refunded Items checkbox before completing the refund. This will return the refunded products to your inventory.

Complete the Refund

• Enter a reason for the refund
• Click the Refund [Amount] Manually button to process the refund.

Confirm Refund Completion

• Once the refund is processed, a record will be saved in the order notes, and the customer will be notified via email (if enabled).

Restocking Products Manually

If items need to be restocked separately from the refund process, follow these steps:

Go to Inventory Management

• From the WooCommerce dashboard, go to Products and locate the specific product you want to restock.

Update Stock Quantity

• Open the product details page and scroll down to the Inventory section.
  • Adjust the Stock Quantity by adding the amount you wish to restock. Make sure the Manage Stock option is enabled.

Save Changes

Click Update to save your changes and restock the product in your inventory.