Create a new order
Input Order Details: Before you start creating an order, you will need to have an existing customer account. Instructions to create a new customer account. To create a new order: From the menu on the left side of your Red OnX Dashboard, click Orders. Click Add New Order at the top right of the screen […]
Add a new customer
If customers order online, they create their own account the first time they checkout. If you are creating a manual invoice for a first-time customer, then they need to be set up as a customer first. From your Red OnX Dashboard click on Customers This will bring up a list of current customers At the […]
Purchasing on behalf of a client
If for some reason you need to make a purchase and pay on your customer’s behalf, you can do that in Red OnX. Log into the back end of your website. Click the three dots at the far right of the top menu. Click “users” at the bottom of that drop-down menu. Do a search […]
Processing WebStore Refunds
In WebStore itself you can process refunds in two ways: Automatic Refunds change the WebStore order status and also reverse charges so your customer gets their money. Manual Refunds change the WebStore order status, but you need to return the money manually to your customer. Automatic Refunds These are called Automatic refunds because you process […]
Managing Orders
Orders are created when a customer completes the checkout process, and they are visible to users with Shop Manager roles only. Each order is given a unique Order ID. Order Statuses Every order has a Status. Order statuses let you know how far along the order is, starting with “Pending payment” and ending with “Completed.” […]
Creating Coupon Codes
From left menu in your website dashboard, click Coupons. On the next screen, click New Coupon near the top right of the screen. Once you are on the creation screen, you can enter a specific coupon code or have the system generate one for you. Be sure to enter a description. The description is NOT […]
Abandoned Cart Recovery
Abandoned Cart Recovery An abandoned cart is one where a customer has placed items in their cart but did not complete the entire checkout experience. Abandoned cart recovery lets you remind or even incentivize customers to finish their purchases. You can only recover orders from known customers – Customers who have logged in or who […]
Search and Filter
Adding search and filter options Letting your customers search on keywords or filter products based on specific criteria can help them get to the product they want easier and faster. In this video, we use attributes to create a new filter. If you are not familiar with attributes or do not know how to add […]
Hiding a product
Hiding a product Your Red OnX store gives you the capability to create customer specific products, pricing, hold exclusive sales events, and so on. This is done by “hiding” the product and making it available only to people that have the link. If you do not know how to add a product, please watch the […]
