Overview
This guide is intended to help you walk through order management in Rezio Admin which covers how to navigate in the order list, view order details and change order status, manage resource allocation, view and edit customer contact info., view and edit booking info., add and delete payment records, redeem a voucher and cancel redemption, add and remove internal notes, view product details and order change history.
Orders > Order List
Log in to Rezio Admin and enter Order List to view all orders.
Filter function
Use quick view to confirm the order
You can enter keywords, order source, account status, order status, payment method, order processing label, and order claim status or filter according to the order date, departure date, and specified date interval
Click search
Click to sort
You can choose your preferred order sorting method
Check order
In the order list, the order number, order status, itinerary code and name, customer name, total order amount, account status, balance to be collected, order source, order date, itinerary departure date, and the person in charge of the order are displayed in sequence
Click the order you want to view, you can display the complete information of the order
Order details top area
Contains the order number, order source, order status, and the integration of payment receipts and payments, so that you can quickly grasp the order
2.Click Email to send professional notification letters or receipts to customers with
one click
Note:The letters that can be sent will be restricted according to the status of the current order.
3.The current order status will be displayed above, and the system provides the
following statuses:
New order unpaid (from an order that has not yet completed payment on the booking website)
New order has been paid (from platform orders and orders that have been paid on the booking website)
to be confirmed
confirmed
Check-in and write-off
Not reported
Cancellation application (appears only in orders from the platform)
Cancel processing
Cancelled
4.You can go to the order list to update the current order status at any time to
make the order status more clear
5.After clicking the check-in check-out, if you want to change, click X to return to
the confirmed status
Order details
Order Details
Including the total amount of the order, the order itinerary, the selected package, the scheduled departure date, the number of people, the additional purchase items (if there is an additional purchase), taxes, the selected payment method, the content of the customer's remarks, etc.
Change order
Click Edit to change the order
Note:Itinerary and package cannot be changed
Resource usage allocation
If the itinerary selected by the customer has resource binding, this tab will display the consumed resources and quantity
Note:If it is a multi-option resource, the resource can be assigned here
Customer Information
The order contact information in the reservation information is based on the settings of the ordered itinerary. The content filled in by the customer will be displayed here, and it can also be edited.
Booking Information
If the ordered itinerary includes an interpretive tour, or pick-up, the result selected by the customer will be displayed here
Booking information, that is, passenger information, according to the settings of the ordered itinerary, the results of the customer’s filling will be displayed here
All fields on this page can be modified
Note:If there is no commentary navigation setting in the product settings, and there is no individual passenger information in the booking information, this page will display no booking information
Account records
Bookkeeping function, supports various foreign currencies, can log in accounts freely, and record every payment made by customers
Records of the amount received and paid, linked to the amount in the top area, paid, refunded, and pending payments will increase or decrease accordingly
Note:All the account information for online payment will be automatically imported into the account record of the back-end order after the consumer pays. For cash and ATM / bank transfer, you need to manually enter the payment information
Various rules are on the side for you to check the deposit rules and cancellation rules of the order
Manually add non-system account records (same method as manually adding refunds)
Click to add payment record or refund record
Set payment date
Choose currency
Fill in the amount
Set payment method
Click to add
After adding, it will record
The top area will update the account information (if it does not appear, the page can be refreshed)
Online payment and account records
After the consumer uses the online payment method to pay, the account will be automatically transferred to the system
1. If you need a refund, click Refund
2. Enter refund amount
3. Confirm refund
4. After the refund is completed, a record will appear, and the top area will also update the account information (if it does not appear, the page can be refreshed)
Certificate
1.Click Cancellation, check the certificate you want to cancel, then you can cancel the certificate
2.Click the voucher action, you can choose to send voucher notification, reform voucher, download voucher, copy URL, view voucher, etc.
3.Click Edit, you can enter the supplier order number, tour guide/driver name, and contact phone number
4.Editable voucher notes
Effect shown on the voucher
If you choose to upload the QR code and the voucher yourself in the itinerary, please upload here
Note: If it is not for Rezio QR Code, you will not be able to use rezio's APP to scan for registration
QR code file format restrictions: jpg, png, voucher file format restrictions: jpg, png, PDF
Total file size limit 8 mb
Remarks
1.Fill in the text
2.Click ＋ to add a message
Reminder:Remarks are only for your internal communication. Only internal members who can log in and have order permissions can see the message
3.Only the member who wrote the note can delete the note
Order transaction record
Provide order history query, including operation records between the system and different accounts, and can fully grasp the change situation
