As well as speeding up your shipping process, Zenstores can also be used for order management - helping you to make your business more organised and efficient. Zenstores allows you to create multiple users for one account, assign orders to a team-mate, flag your orders and sort by different flags, add team notes and manual customer notes, as well as search through your orders.
Adding and assigning team members
If you have more than one employee it’s useful to be able to set them up as separate users, as well as being able to assign them particular orders and add notes to orders for them. You can set up as many users on your Zenstores account as you like, each with their own login details. It’s also possible to manage what team members can access by managing your team’s permissions.
Adding a team member:
- In your Zenstores account hover over ‘Settings’ in the top right hand corner. From the menu that appears click ‘Teammates’.
- On the Settings page that you’re taken to you’ll be able to see current users and click ‘Add teammate’.
- On the next page enter their first and last name, email address, and create a secure password for them to log in with. Then click ‘save’.
When you have team members set up in your Zenstores account you will be able to assign orders to them - this can be useful to organise your orders and split the workload between your staff.
Go to your New orders list, find an order and click on the ‘Assign new team member’ icon to the right of the order.
A popup box will appear and you can choose a team member from a drop down list, then click ‘Assign member’.
Filtering orders by team member:
Once you’ve assigned members to orders you’ll be able to filter orders by team members. On the New orders page, click ‘Filter at the top right.
In the 'Add a new filter' window, click on the ‘Assigned users’ drop down menu and choose the team member you want to filter by. Click ‘Add filter’ and you’ll be able to see all the orders that are assigned to that person.
Organising your orders
As well as assigning orders to specific members of your team you can keep on top of them by flagging them, +
On the New orders page click on the Flag button at the top on the right.
A drop down will appear and you can click ‘Create/Manage flags’.
A new window will appear where you can enter the name of the Flag and choose a colour for it. Then click ‘Save’.
The next window will show you all the flags that you have created, then click ‘Done’.
Once you are back to the New orders list, select all the orders you want to mark with a particular flag using the checkboxes on the left.
Then go back to the Flag button at the top and select one of the flags that you’ve already created from the drop down. When you click out of this window those orders will be flagged with the flag that you selected.
You can remove flags by clicking the cross in the corner of the flag in the orders list.
Customise your order list
Customising your order list will allow you to quickly view recently shipped orders, or to group orders by SKU.
Click on the ‘Customise’ button in the top right above the search bar.
Your default order list will appear in a popup.
Here you can add and remove the columns that are displayed on your order list by ticking or unticking the check boxes on the left.
You can make these changes visible to only the main account holder or to all users with the tick box ‘Apply to all users’.
Once you’ve made all your changes click ‘Save’.
The columns you added will now appear on your orders list. You can sort any of the columns by clicking on the arrow to the left of each column’s title.