Order Items Grid

The Order Items grid is a powerful place to manage the details of your order. It provides a grid-view of all the items in the order. From here, you can delete, edit attributes, quantities, unit prices or add instructions:

Order Items

orderitems2.JPG

 

Add a Product

Click "Add Product".  A search screen appears listing all the products that have been made available in this event.  Use the Search area to filter down products you want, and click on the price to choose your price:

Select Products

The Product's detail page appears allowing you to adjust the quantity and/or provide any values for product attributes:

Product Detail

Click "Add to Cart" if you are done shopping and want to see all items in the shopping cart.  Click "Add and Pick More" as a quick way to select additional products and skip viewing the shopping cart.

The "Add Product" button is not visible in a cancelled order.

Be sure to process a payment if necessary.

Add a Custom Item

There may be an occasion where a pre-existing product will not be sufficient.  For those times, a Boomer Admin user (but not the shopper) can add a custom item to a contact's shopping cart. A custom item may be added in the shopping cart prior to order generation or after the order has been created in the Order Summary area.

Be sure to process a payment if necessary.

Print/E-mail

You can print and/or e-mail certain templates that have been set-up in your system.  Examples include an invoice or an order confirmation.  These provide the same functionality as the buttons with the same name on the Order Summary page. 

Merge Orders

***INCLUDE MERGE ORDERS PAGE*****

 

Delete Selected Items

You can remove many items from an order simultaneously by using the Delete Selected Items option:

  1. Check the box next to the items you want to delete (i.e., remove) from the order.
  2. Click "Delete Selected Items".

    Delete Selected Items

An item may not be able to be deleted if it is a child item of another item (for example, a skirt for a table or an item in a package).  If that is the case, you will receive a dialog indicating it could not be removed.

 

Run a Report

Clicking the "Run a Report" button launches a selection dialog where you can choose to run any one of the following:

  • Labor Order
  • Labor Order - No Materials Section
  • Work Order
  • Work Order - Show Organizer
  • Work Order Missing Items

In all cases, you should first select which items you want to appear on the appropriate report by using the check box to the left of the item:

Run A Report

For samples of these reports click on these links below:

Labor Order (Labor Order - No Material Section is the same except no material grid prints)

Work Order (Work Order Missing Items is simply titled that instead of "Work Order" but is the same format)

Work Order - Show Organizer