====== Maintaining An Order Overview ======

> This article details everything that is on the Maintain Order screen of an order.

  - Open the **Listing Manager** and click on the **Orders** tab. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image25.jpg|image25.jpg}}
  - **Add** a new order or edit an existing order by double clicking on one from the **Orders** tab to see the Maintain Order screen for an order. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image19.jpg|image19.jpg}}

===== Maintain Order Layout =====
{{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image28.png|image28.png}}

**Note**: Error prompt displays detailed errors for troubleshooting. Pay attention to pop-ups if you are having issues with completing an order in **Listing Manager**.

===== Changing the site of a manual order =====

For a manual order, you can change what **Marketplace** the order was from by dropping down the **Site** drop down menu and selecting the **Marketplace**. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image29.png|image29.png}}

===== Items Section =====

  * **Add Item:** Allows you to add an item to the order. When the order is completed, the item’s quantity will be reduced by 1 and will have a disposition of **Sold Online.**

  - Click the **Add Item** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image24.png|image24.png}}
  - The **Add Item** dialog box will open. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image27.png|image27.png}}
    - **Item #:** Input the account - item number of the item and press the **Enter** key or click the {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image30.png|image30.png}} button to search for the item.
    - **Title:** This is the title of the item you selected.
    - **Selling Price:** This is the **Base Price** plus the **Surcharge**.
    - **Base Price:** This is the price that is entered into the Price field during the item’s item entry process.
    - **Surcharge:** A charge that the consumer / customer pays when purchasing the item. This functions the same way that an **Item Fee** does in that it is profit for the store. It does not get included in the consignor split. \\ **Note**: Adding a **Surcharge** is a good way to pay for the overhead of marketing and maintaining your web presence.
  - **Net to Cons.:** This is the amount that the consignor is getting when the order is completed.
  - **Taxable**: Is this web item a **Taxable** item.
  - Press the **OK** button when finished.

  * **Add a Fee:** This allows you to charge a fee that is not associated with inventory. Examples of fees include Delivery, Shipping, Gift Card, Gift Certificate and Misc. **Fee**. It is possible to create more **Fee Types** through the POS.
    - Click the **Add Fee** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image31.png|image31.png}}
    - The **Add Fee** dialog box will appear. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image26.png|image26.png}}
      - **Type:** This is the dropdown that allows you to select which fee you wish to charge.
      - **Amount:** This is the dollar value for the fee you wish to charge
      - Click the **OK** button when you are finished.
  * **Remove Item:** Allows for the removal of items or fees added to the sale.
    - Click on the item or fee you wish to remove, then click the **Remove** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image32.png|image32.png}}
    - Click the **Yes** button, and the item or fee you selected will be removed. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image10.png|image10.png}}

===== Updating unsellable items on orders that were pulled down from Shopify =====

This allows you to replace an item that was sold on **Shopify** with another item located within your inventory. This is very important if you happen to pull down an order that contains **unsellable items** either because they are out of stock or were created directly on **Shopify** instead of **Liberty.**

  - Items that have a **Red** indicator are **unsellable items** and are the only items in an order that can be **Updated**. \\ Click on an item that has a **Red** indicator and then click the **Update** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image4.png|image4.png}} \\ **Note**: You can hover over the color indicator in any part of the orders tab or maintain orders window and it will also give you more information of what it means.
  - You may choose to replace the **Unsellable** item with a **Fee** or you can click the **Browse …** button to select another item to replace it. In this example we are going to select the **Browse** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image7.png|image7.png}}
  - You can then set a **Filter Date** period if you need to. In the **Quick Search** field, type in what you are looking for, you can use things like **Title, Description,** and the **account-item number.** Click the **Search** button and then double-click on the **Item** to select it. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image18.png|image18.png}}
  - Confirm that the details are correct and then click the **OK** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image14.png|image14.png}}
  - The indicator for the item will no longer be **Red**. It will instead show a **Yellow** indicator to show that the item has not been picked yet for **fulfillment.** \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image8.png|image8.png}}

===== Coupons Section =====

  * **Add Coupon:** Coupons are used to add a variable, flat rate or percentage rate discount. This will subtract the coupon value from the total.
    - Click the **Add** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image15.png|image15.png}}
    - The **Add Coupon** dialog box will appear \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image5.png|image5.png}}
      - Dropdown the **Type** field and then select which coupon you want to apply.
      - If you selected a variable amount coupon, you can type in the value under the **Amount** field.
      - Click the **OK** button when finished.
  * **Remove Coupon:** Allows for the removal of coupons added to the sale.
    - Select the coupon that was added, then click the **Remove** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image1.png|image1.png}}
    - Click **Yes**, and the selected coupon will be removed. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image2.png|image2.png}}

===== Payments Section =====

  * **Add a Payment:**You can add a single payment or a combination of payments indicating how the customer paid for the order.
    - Click the **Add** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image23.png|image23.png}}
    - The **Add Payment** dialog box will appear. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image12.png|image12.png}}
      - Dropdown the **Type** menu and select your first payment type you wish to add to the sale.
      - **Type** in the amount that you want to reflect as paid to the order.
      - Click the **OK** button. \\ **Note**: You can add as many payments as necessary to reflect how the order was actually paid for.
 * **Remove a Payment:** This will allow you to remove payments from the order, depending on how it was entered in.
    - Select the payment you wish to remove from the order, then click the **Remove** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image21.png|image21.png}}
    - Click the **Yes** button to remove the payment from the order. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image17.png|image17.png}}

===== Totals Section =====

  * The totals section reflects what makes up the dollar amounts in the order and shows what is still due. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image13.png|image13.png}}
    - **Sub-Total:** This is the total for the order, before Tax.
    - **Total Tax:** This is the total tax due for the order.
    - **Total Due:** This is what is still due for the order before or after all the payments have been added. If all the payments have been added, the **Total Due** will read $0.00.
    - **Taxable:** This indicates whether the order is taxable or not.

===== Adding A Note To An Order =====

Additional notes for the order that help explain anything outside of what is normally referenced in the order.

  * **Type** any additional information that is important to remember for the order in the **Note** field. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image16.png|image16.png}}

===== Changing the terminal ID of an order =====

You can change the terminal ID of an order to indicate what sales location the order is for.

{{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image3.png|image3.png}}

===== Printing an invoice for an order =====

  - Click the **Print Invoice** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image11.png|image11.png}}
  - Select which printer you would like to print to if you do not want to use the default printer, then click the **OK** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image6.png|image6.png}}
  - The invoice should print out. Here is what an example invoice looks like. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image9.png|image9.png}}

===== Emailing an invoice to a customer =====

  - Click the **Email Invoice** button. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image22.png|image22.png}}
  - The **Send To** field should be filled in with the email address that came down with the order, but you can change it. You can also change the **Subject** field and the **Message** field. Click the **OK** button when you are finished. \\ {{listingmanager:orderstab:maintaininganorder:maintainorderoverview_image20.png|image20.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:listingmanager:orderstab:maintaininganorder:newtopic60|Changing The Marketplace/Site Of A Manual Order]]

==== Related Topics ====

[[listingmanager:orderstab:maintaininganorder:maintainorderoverview]]
[[listingmanager:orderstab:maintaininganorder:newtopic60]]
[[listingmanager:orderstab:viewpendingorders]]
[[listingmanager:orderstab:maintaininganorder:addinganitemorder]]
[[listingmanager:orderstab:maintaininganorder:addingfeeorder]]
[[listingmanager:orderstab:maintaininganorder:removingfeeorder]]
[[listingmanager:orderstab:maintaininganorder:unsellableitemsorder]]
[[listingmanager:orderstab:maintaininganorder:addingcouponorder]]
[[listingmanager:orderstab:maintaininganorder:removingcouponorder]]
[[listingmanager:orderstab:maintaininganorder:addingpaymentorder]]