Magento 1.9.x

After login to Magento Admin Panel, Select Configuration under System. From the left Menu under Configuration, click on WebApp option will open up Web App Configuration page. Refer Fig:1 and Fig:2 

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In ‘Account Information’ from the left menu, select ‘Associate to Website’ option for this user as ‘WebApp ’. 

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User need to enter the password which is entered in customer creation. 

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On assumption that all webapp configurations are done properly and reached webapp home page. Refer Fig:7. 

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Fig 8 : shows order listing page of webapp. Orders are listed under three categories like 

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In this page, all the newly created orders are listed in grid table view. See the screenshot below. 

The order listing page contains three tabs New Order, Processed Order and Deleted Order. In New Order tab, all newly created orders are listed. And by default newly created orders are shown. In Processed Order sections all the processed orders are that means the invoice mail of the corresponding order is sent out to the customer. Deleted Order, under this tab all deleted orders are listed or the orders which no further processing is required are listed. 

Edit Button:-  Clicking this button will navigate to the order edit page of the corresponding order. Where we can make the further changes in the order. 

Delete Button:- Click on the icon to delete the order, then the order will moved to the Deleted Order section. 

Revert Button:-  Click on this button to revert the deleted order back to its initial state, Reverting the order will move to the new order tab. 

Search Orders:-  Search order with its increment id, invoice reference no or customer name. 

Reminders are generated when there is a due in pay amount exists in the order. Reminders are send out to the customers to indicate the remaining or pending payments in the order. Here we have four levels of reminders and we have an option to add reminder fee for each reminder when they are generated or send out to the customers. Each reminder generated under certain duration from the date of the invoice of the corresponding order is generated. Each reminder is send out to the customers when a particular duration is reached, containing reminder fee or dunning fee is also charged along with the invoice total. After fourth level is reached, the invoice of the corresponding order will be derecognized. 

Reminder Settings

From the webapp home page, click on the “Settings” tile, in the settings page click on the “Reminder Settings” tile and it will direct to the reminder settings form.

Enable Reminder:- To enable reminders for the orders.

Reminder Levels:- We can set the duration of each reminders has to be send out to the customers. Each levels are set in no of days.

Reminder Fees:- Fee to be added to the invoice total when each reminder is send out.

Add reminder mail Cc:- We can add reminder mail cc to the admin or and sales mail id. See the screenshot below. 

Reminder Mail Settings

The content of the reminder mail can be managed via the webapp. From the Settings page click on the “Reminder Mail” tile and navigate to the reminder mail settings form. After entering the contents click on the “Save” button.

Store View:- Select the store view, which we can manage contents of each stores.

Store Address:- Shop store address is entered here.

Reminder Mail Contents:- Reminder mail contents of each levels are entered here. See the screenshot below. 

General layout of the reminder pdf. 

ISR Slip attached to the reminder pdf 

Search Tabs:- Search reminders with its increment id, invoice reference no or customer name.

Filter by Level:- Filter reminders with their reminder level.

Edit Button:- Edit the order of the reminder.

Disable Button :- Disable the reminder, which means no reminder is needed to process the corresponding order. 

ISR settings page is available under settings tab of Faktura. It contains the following fields

Fig: General layout of ISR settings page. 

Print ISR Slip:- Specifies whether to enable printing of ISR slips.

Deposit For:- Enter the address to which the money is sent to. If the money is transfer first to a bank, then enter here the address of the bank.

In Favor of:- In case the money is transferred to a bank, you need to enter here your address. In case you have a Post account, you can leave this field empty.
ISR Participant Number:- Enter here the post account number. (Schema: xx-xxxxx-x; e.g. 01- 24514-9)

Reference # Prefix:- Enter here the prefix of the reference number. Normally a number of the bank.

Slip Type Number:- Enter here the slip type number. Normally it is 01.

ISR Slip Position:- Select where to print the isr slip. 

Fig: General layout of ISR slip. 

The contents of invoice pdf and invoice mail can be managed from webapp settings page. It is available under the tabs “Invoice pdf ” and “Invoice Mail” 

Invoice pdf form contains the following fields,

Store View:- Select the required store view for which contents to be managed.

Header block1:Address:- Enter the shop address which is to be displayed in the header region

Header block2: Opening Hours:- Enter the shop opening hours

Store Label:- Specify your shop name here.

Store Contact Details:- Enter shop contact details such as Telephone, Fax, Mail Id in this region.

Store Address: Enter the store address here. This will be displayed in body region of invoice pdf

Footer content: Enter the contents which is to be displayed in footer region of Pdf. 

General layout of invoice pdf 

Invoice mail settings form is used to manage the contents of invoice mail which is sent from the order edit page of Webapp. Invoice pdf is attached along with this mail. 

Invoice mail form contains the following fields,

Store View :- Select the required store view for which contents to be managed.

Invoice Mail Content :- This text area comprises of entire invoice mail. You can edit and manage the content using editor available here. 

Fig:General layout of invoice mail

This section describes the payment processing for ISR/invoice payment methods. For the orders that are placed using the payment that are configured in the “ISR Settings “ in the webapp configuration section. Go to Admin->System->Configuration->Pits Extension->Webapp- >ISR Settings. In the multi select menu “Generate Invoice Automatically” select the payment methods that you want to generate invoice on placing order and process payment via webapp. 

And to be noted that, for processing an invoice via webapp, it should have both invoice no and isr reference no. To process the payment of the invoices, From the home page click on the “Process Payment” tile. It will direct to the payment processing page. In that page you have to upload the ISR slip, which you will get from the bank itself. It is an xml file that contains the transaction amount that of each customer has made via bank. So we have to read this file to process the payment in our webshop. For that choose file from the system and upload. Then click on the Upload Slip button to upload and process the payment of each invoice from the slip. If the, slip is valid and contain all payment data, webapp will read all the info from the file and mark. payment against each invoices. 

From the payment processing page, you can also see the partial payments and invalid/error payments. Click on the “Show Error Payment” button to navigate to the “Error Payment List” page. 

Partial Payments :- In this tab it will list out all the invoices which are partially paid, which mean sonly the fraction of the total payment is made. The listing includes a Slip Id, ISR
Reference No, Invoice No, Total Amount, Paid Amount, Pending Payment, Payment Date, Payment History and Mark Paid.

Slip Id :- Which specifies the Slip Id of the processed ISR file.

ISR Reference No :- Isr reference no of the invoice that you have paid.

Invoice No :- Invoice no of the invoice that customer has paid.

Total Amount :- Invoice grand total.

Paid Amount :- Total payment has been made by the customer.

Pending Payment :- Total Due payment if any.

Payment History :- If a customer maid payment via more than one time, this will list down all the payments that the customer has made. Which includes Slip Id of the processed file and the date of the payment.

Mark Paid :- This checkbox is used to forcibly make the invoice paid, from webapp. If you check the checkbox and accept the terms it will make the invoice to paid state, even though the invoice is partially paid.

Invalid Payments :- In this tab, list down all the invalid payment that are processed via webapp. Which means this will list down all the invalid isr reference no, which the invoices of the corresponding in isr no don’t exist in our shop. Webapp will mark those isr reference no’s as invalid when processing the bank slip. 

Slip Id :- Which specifies the Slip Id of the processed ISR file.

ISR Reference No :- Invalid isr reference no.

Paid Amount :- Paid amount made through the invalid isr reference no.

Payment Date :- Payment Processed date.

Remove :- To remove the record from webapp. 

If a customer has made payment after sending out any reminder. The reminder pdf will indicate the paid amount also among the reminder charges and others. Refer the screenshot below. 

Sales reports provides a complete overview of sale occurred within a shop. Faktura gives seven distinct sales reports. They are available under the “Reports” tab in home page. 

Sales report lists orders placed for a particular product in the time duration specified by ‘from date’ and ‘to date’. Either product name or SKU is required.

Product Name: enter full product name or starting letters of product name.

(example : product name of ‘test-product-’ lists all products starts with ‘test-product-’.)

SKU: enter product’s SKU. Order details of product with entered SKU will be listed. 

Bestseller Product displays the bestselling products in the time duration specified by ‘from date’ and ‘to date’. Click in the calendar icons to select from date and to date limits. Click on submit button to get list of products along with their SKU and quantity of ordered in the time limit. 

It shows unpaid orders list with in specified time limit. Click on calendar icons to select ‘from date’ and ‘to date’. Click Submit button to get list of orders. Click on printer icon to print the debtors list. Fig. below shows sample print preview of debtor list from order date. 

It shows unpaid orders list with in specified time limit if number of days since order date exceeds limit entered. Click Submit button to get list of orders. Click on printer icon to print the debtors list. Fig. below shows sample print preview of debtor list. 

Statistics report gives a complete overview of sale occurred in store during every year. It shows month wise report of sale, due amount ,grand total and its complete summary. The report is available under the Statistics Report tab.

The shop Name given in Report can be managed from general settings tab under settings page. 

It shows graphical representation of whole sale within a store over all the years. It can be generated by clicking the Statistics graph tab in reports page

It shows unpaid orders list of a particular customer. Customer can be chosen either by selecting from dropdown or by searching a particular customer and then click on Submit button to get list of unpaid orders. Click on printer icon to print the unpaid order per customer list. Fig. below shows sample print preview of unpaid orders list. 

Magento Faktura Webapp is a Magento extension for managing orders and invoices for Magento. This extension provides an easy means to create orders and thereby reducing the
effort of creating order from Magento admin side. A Magento shop owner can make use of this app to manage the sales from his physical store.

This web app order management module works like Magento admin order management section and having some additional features like edit order items without changing the order id, view and process new orders, option to add manual shipping charge, ISR payment processing and reminders. All the updates from the Magento webshop and webapp make use of the same inventory so the shop owner will not have the overhead of managing the stocks separately

Frontend Url :- demo.mypits.org:10127
Admin Url :- demo.mypits.org:10127/admin
Username : admin
Password : admin123

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