Tasks

Correct a stock count after a physical count, damage, or loss, and move stock from one warehouse or bin to another.

Cancel some or all of the remaining, unshipped quantity on one or more of an order's lines, choose a refund or store credit for the money already paid, and understand what happens to an event registration package's fees and add-ons.

Open the Orders & Inventory Query Center and build a report from one of its query types, including a Purchases report broken out by one merchandise item's own variant and modifier options.

Find orders by date, number, amount, type, status, or customer, review everything on an order's record, see a customer's order history from their own page, and update several orders at once.

Record that all or part of an order has gone out, starting from a shipment pre-filled from the order, including a parcel sent outside Rhythm or a pickup handed to the customer.

Walk a customer through checkout yourself, from the Console, when they call, mail in, or come to the counter — choosing a store and customer, adding products, and processing the order.

See how much of an item you have on hand at each location, and review the full history of movements behind those counts.

Read the headline figures on the Inventory overview, find an item's stock quickly, and understand what a low-stock status and a reorder alert each mean.

Select several orders, or several order lines, and ship them together in one pass instead of opening each one individually.

Correct an order's billing or shipping details after it is placed, mark an order closed when it will never finish on its own, or void an order and its invoices and payments.

Add a coupon code to an order after it has already been paid, and refund or credit the difference at the prices the customer actually paid.

Record that stock has been ordered from a supplier, then check it in when it arrives, with or without a purchase order already on file.

Buy a UPS shipment and label as part of recording a shipment, choose the UPS service and packaging, and fix the most common reasons Rhythm refuses to buy the label.

Print a shipment's UPS label from the shipment, order, or batch of orders it was created in, on a standard 4-by-6-inch label page, and reprint labels for several orders at once.

What Rhythm tells your customer automatically when a shipment is recorded, how to skip sending it for one shipment, and how a store's own shipment email overrides the standard one.

Cancelling or returning an item can charge the customer a per-unit fee automatically.

When you cancel or return part of a paid order, choose whether the money goes back to the original payment or stays with the customer as store credit, and understand what Orders & Inventory does automatically once you choose.

Create a coupon code by hand for a coupon, decide who may use it and how often, and change any of those settings later.

Find every coupon code in your account, the codes for one coupon, the codes an order issued, or the codes a contact or organization owns, and delete a code you no longer need.

Record shipped items a customer sent back, decide whether each one goes back into stock, is marked defective, or isn't restocked at all, and issue the resulting refund or credit.

Find every cancellation and return recorded against an order, open one to see exactly what it undid and what money moved, and get back to a recently viewed one from the Orders overview.

Give a contact or organization a right by hand without an order behind it, correct an existing entitlement's type, quantity, or expiry, and remove one you no longer want on the record.

See every right a contact or organization holds, see which entitlements a specific order granted, and open one for its full detail.

Read how much a merchandise item has earned and how many times it's been bought, right on its own page, and open the list of purchases behind those numbers.

Read the figures and charts on the Orders & Inventory dashboard, and open the orders behind any one of them.

See who bought a merchandise item and which options they chose, and see the item's current stock broken out by warehouse or SKU, both from the item's own page.