Order Management
Step 1
Choose Orders from the navigation (circled below).
Step 2
You will be brought to the Orders homepage. From here you can view orders, print invoices and update an order's status.
View an Order
Start by clicking on the pencil icon (circled below).
After clicking the pencil icon for your order you will be brought to the order's information page. This page shows information like who placed the order, the billing and shipping addresses, payment method, product info and a section for notes only viewable by back end users.
Print an Invoice
To print an invoice, click the printer icon (circled below). The invoice for that order will open in a PDF that you can save or print for your records.Order Status Basics
Order statuses are used to manage your orders in the backend. Each company uses their order statuses uniquely, but here are some basic guidelines to follow:
Pending
When an order is placed by a customer, it is automatically saved with the Pending status. This tells the store owners that this order has recently been placed and has not been fulfilled yet.
Processing
Is used to tell other store managers that the order has been viewed by a store owner and that the order process has been started. For instance, you may have started packaging the product and getting it ready for shipping. This helps to tell others that the process has started for this product so someone else does not start shipping another order.
Complete
Means the order has been shipped and has been sent to the customer.
On Hold
An order that has been placed on hold means the customer went through the credit card process but did not finish the order. This generally happens if the customer enters a wrong credit card number and never goes back to change it. This can be considered an abandoned shopping cart and you may want to contact the customer to see if their is anything you can do to help them complete the order.
Do not delete these orders. The order is saved for the customer so the next time they login, they can easily complete their order.
Cancelled
Place cancelled or incorrect orders to the cancelled status. This will keep a record for the customer and yourself. It will allow the customer to purchase again later.
When an order is placed by a customer, it is automatically saved with the Pending status. This tells the store owners that this order has recently been placed and has not been fulfilled yet.
Processing
Is used to tell other store managers that the order has been viewed by a store owner and that the order process has been started. For instance, you may have started packaging the product and getting it ready for shipping. This helps to tell others that the process has started for this product so someone else does not start shipping another order.
Complete
Means the order has been shipped and has been sent to the customer.
On Hold
An order that has been placed on hold means the customer went through the credit card process but did not finish the order. This generally happens if the customer enters a wrong credit card number and never goes back to change it. This can be considered an abandoned shopping cart and you may want to contact the customer to see if their is anything you can do to help them complete the order.
Do not delete these orders. The order is saved for the customer so the next time they login, they can easily complete their order.
Cancelled
Place cancelled or incorrect orders to the cancelled status. This will keep a record for the customer and yourself. It will allow the customer to purchase again later.
Change an Order Status
Start by clicking on the pencil icon for the order (circled below).
Choose the correct order status from the drop down (circled below). Choose save and close at the bottom of the page.