Workflow order processing

Hi, I ve some questions about order processing at the hikashop backend.
I have about 10 order per day. I ve got an ERP software to handel my invoices and orders so I need to export the orders to the erp software via csv.

My workflow is following and it seems to be to much work
1. Confirm each single order
2. print an proforma invoice to see the exact order
3. export orders to erp software
4. import orders and generating the real invoices
5. export adress to shipping partner
6. producing an shipping label
7. set the order in hika shop to shipped

I think that is a lot of work for just one order.
How do you do those processes which software do you need?
I can´t find a way to use hikashop invoicing for my needs since I m not able to customise my invoices.
Would be great if you can show me a way how to optimice this workflow.
I used once virtuemart and in this case it was much more comfortable and faster.
Order workflow is the onliest thing in hikashop which I think needs to be otimised...

looking forward to get sonme ideas

Hi,

Each orders should normally be confirmed automatically by the payment gateway.

Then, you can simply print the invoice in HikaShop, produce the shipping label and set the order to shipped.
And once in a while, you can export the orders and import them all at once in the accounting software.

That's how we do on our end and I don't see what we could optimize on that end. What was faster in VM ?

Hi Nicolas,
probably there is something I m doing wrong.

1) Customer oders something and get´s it automatically confirmed
2) Hikashop Backend sasy New order status : open
3) I need to set the order manually to confimrmed (customer can pay per paypal or can pay on delivery with bill)
4) Export order to acccounting software
5) After managing label for shipping and invoice with the accounting software i turn back to hikashop and set the order to shipped


a) I ´m to stupid to customise the hikashop bills I´m not into php and don´t understand which code I should change to put f.e. a logo, my account information and other things to hikashop bill so if there is any manual for dummies i would be pleased
b) How can I export the shipping adress ti my dhl intraship partner ?
c) How can I change order status for more than one person at once. Or probably is there a way to get the anying extra popup window for confoirmation away
d) is it possible to make offers in backend?

I think it ´s just a few points where I m unable to use your brilliant hikashop system as accounting software. Probably you can show me a way how to optimize those steps. If I could whis something I would like to have a better documentation in this point because I think the accounting and handling of orders is very important for shopusers and it is not realy clear how to do it.

So if you have any suggestions for me or someone how could help me in optimising this things it would be great!
Thanks for your support

Hi,

There does not exist any "open" status in HikaShop.
The default status of an order is "created". If the status of an order is "created", it means that the order was not confirmed automatically.
So I don't see how you can possibly have point 1 and then point 2 on your website. It's not technically possible.
I'm guessing that you orders are simply not confirmed automatically. That actually happens sometimes and it can happen for a lot of different reasons. We compiled a list of the different reasons here:
www.hikashop.com/en/support/documentatio...or.html#notification
I invite you to review each one and you should find why your orders don't get confirmed automatically.

a. Code customization requires a minimum of code knowledge. So you would have to start with the "PHP for dummies" book... More seriously, if you want to customization some views of HikaShop for your needs and don't have the technical skills, I invite you to find a third party developer via joomlancers.com or our commercial jobs forum.

b. I don't know anything about DHL intraship. You can xport a CSV of your orders by clicking on the "export" button of the orders listing. The CSV will contain all the shipping address information as well as other data about the orders. Then, you will have to import it in DHL but I don't know how you can do that.

c. That's not possible. We're working on that for a future release of HikaShop in June.

d. What do you mean by offers ? orders ? discounts ? You can create orders via the button "new" on the orders listing...and discounts via the button "new" o the discount listing.

Hi Nicolas,
thanks for your patience and your long answer.
I changed the confirmed status in open for me. So that I know that I still need tomanage the order and to make invoices etc... thats just a wording thing. But when I made invoices I change the order status in confirmed (in my wording erfasst) that means that the customer can see that I m working on his order.

OK I`ll give php for dummies a try because I couldn´t find help. Otherwise I would realy like to know how to do it!
With offers I mean: if a customer askes for a price of products and I would like to give him a personalized unique offer, can I do this with hikashop?
Looking forward to see the new release in june and happy if you would find a soloutin for chking and changing more orders at once.

Thanks a lot for your great support. Thinking to get the issues soon solved!
Greetings from bavaria
George

Hi,

Yes it's possible to give a personalized unique offer with HikaShop, you can create an order for anybody and add any existing products or a new product in this order and set/change the price.
Then the customer will see this order in his user control panel, and will be able to pay this order.

The feature we are developing will allow you to change many orders at once.

Hi,

Instead of creating a new topic about export orders to a third part i continue here with my question!
Is its possible to export orders as xml-file to a third part and is it possible to do this automatically every time a new order is created?

Micke

Hi,

Export orders as a xml file : By default no but you can override the export view in order to have an XML. By default we export to CSV file.

Automatic export : Yes it can be done using "mass action". You can create an export action plugged on the order creation event.

Regards,

Thanks for your reply and my next questions are:

How do I override the export view file and create action on the event?
Is this something that is easy if you don't know much about Php?

Micke

Hi,
I think that you'll find some information through this thread :

That means that if you're a developer, you can modify the code of the file to output XML instead of CSV.
It's not an easy modification that can be done in two lines of code, if you're not a developer, you would have to hire a developer to do it for you.

And where could I create "mass action" on the creation event?

You'll be able to use mass actions through "Hikashop->System->Mass Action".

Are there "Mass action" under System in Essential-version of Hikashop?
Can´t find it!

Ok, so can you download the last Hikashop version through our website, install it, and try again ?

Thanks .

And if we upgrade to latest version, do all the setup and information(orders, css,...) stays as it is today?
Or can we take a backup before we do the upgrade?

Hi,

By updating HikaShop you won't loose any information. It will just upgrade the files and add new columns in the database if required.
Your views overrides, css [/b]overrides[/b], language, configuration, orders, products will stay intact.

But careful if you have modified directly an HikaShop file and you didn't use the backend interface for that. Because you could loose your modifications.

Making a backup is always a good security.

Regards,