Close Order Function
Closing an order(s) is done to allow accounting systems that utilize our web services, eCellar eXchange, to import only orders that the winery considers 'finished' (typically billing status: paid, refunded and shipping status: picked up, shipped).
Closing an Individual Order
1.) Look up any order up by Search > Orders, Quick search or through the POS, and click the order number to open the order detail.
Closing Multiple Orders (bulk)
1.) Find your orders via Orders > Search, enter search criteria and click Show Orders:
2.) When results post, use the Select Action pulldown and select Bulk Modify. Using the Modify pulldown, select Close date
3.) Select the action of Close Date in the pulldown
4.) Enter the desired close date and click the green button.
The orders are now closed!
Searching for Closed Orders
Find closed orders via Orders > Search > Back Office (expanded), entering in from/to close dates, and click Show Orders for results. This search option can be used in conjunction with any other search parameter.
Searching for Not Closed Orders
Find orders via Orders > Search > Back Office (expanded), selecting Close date: Is Blank to find orders that have NOT been closed. This search option can be used in conjunction with any other search parameter.