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Sales

docs/admin-interface/sales/README.md

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Sales

Introduction

The Sales section in OpenCart 4 provides comprehensive tools for managing customer orders, processing returns, and handling subscription-based products. This streamlined interface helps you efficiently process sales and provide excellent customer service.

{% hint style="info" %} What's New in OpenCart 4 OpenCart 4 features a more focused Sales section with three core components: Orders, Returns, and Subscriptions. Voucher management has been moved to extensions for greater flexibility. {% endhint %}

Sales Components

Orders

Complete order management system for processing customer purchases, tracking order status, and managing shipping and payments.

Returns

Streamlined return processing for handling product returns, managing return requests, and processing refunds or exchanges.

Subscriptions

Advanced subscription management for recurring billing, subscription plans, and automated payment processing.

Key Features

{% hint style="success" %} Enhanced Workflow OpenCart 4 provides improved filtering, better order tracking, and enhanced subscription management compared to previous versions. {% endhint %}

Order Management

  • Advanced Filtering: Filter orders by ID, customer, status, date ranges, and more
  • Status Tracking: Comprehensive order status workflow management
  • Manual Order Creation: Create orders directly from the admin interface
  • Invoice Generation: Professional invoice creation and printing
  • Multi-Store Support: Manage orders across multiple store locations

Returns Processing

  • Return Request Management: Handle customer return requests efficiently
  • Status Workflow: Track return status from request to completion
  • Product Selection: Easy product selection for return processing
  • Customer Communication: Automated customer notifications

Subscription Management

  • Recurring Billing: Set up automated recurring payments
  • Subscription Plans: Create flexible subscription plans with trial periods
  • Status Management: Monitor subscription status and billing cycles
  • Payment Integration: Seamless integration with payment gateways

Getting Started

To begin managing sales in OpenCart 4:

  1. Navigate to Sales in the main admin menu
  2. Choose the appropriate section (Orders, Returns, or Subscriptions)
  3. Use the filtering tools to find specific records
  4. Follow the detailed guides for each component below

{% hint style="warning" %} Important Note Some features like vouchers and gift certificates are now available as extensions rather than core components. Check the Extensions marketplace for additional sales tools. {% endhint %}

Sales Interface Overview

The Sales menu in OpenCart 4 admin panel showing the three main components: Orders, Returns, and Subscriptions