To view or make changes to individual orders, click Edit next to the order on the Manage Orders screen.  This will open up the Order Detail view.  If you wish to create a new order, click on the Create a new order button on the Manage Orders screen.

The Order Detail Screen:

Back End Order Entry and Editing

You now have the ability to edit all aspects of your customers' orders or create new, complete orders for your customers.  In the Order Details screen, each section of the order can be edited, allowing you to add or remove products, tracking numbers, admin notes, and other parts of the order as necessary.

NOTE: When you edit an order, you are editing the database.  You cannot undo an Edit.

To Create a New Order:

Click on the button in the Manage Orders section of the Control Panel.  This will open the Order Detail page which is split into five (5) sections:  Customer Information, Order Invoice, Additional Information, Payment Information, and Order History.  You must complete each section in order before you can proceed to the following section.  To edit a section click on the pencil button.

Orders Detail Page:

Enter your Customer Information:  Enter your customer's information or select a customer from your existing registered customers.  Once you have entered the required customer information, click the Next button to proceed to the Order Invoice Section.

Customer Information:

Add Products to your Order Invoice:  Click the Add Products to Order button to bring up a product search popup.  Enter the name of the product you wish to add or simply click the Search button to get a list of all your products.  Once you have added the desired products to your order, close the popup and go back to your order.  You can edit the Quantity and Item Price for each product in your order by clicking the Edit button next to the desired product, making your edits, then clicking Update.  The totals for the order will automatically update.

Order Invoice:

Enter the Additional Information for your Order:  The Additional Information section of the Order will hold any Checkout Questions you have setup for your customers.  Remember that you must fill out required sections in order to proceed to the Payment Information section.  When you have entered the required Additional Information, click Next.

Additional Information:

Enter the Payment Information for your Order:  The Payment Information section of the order contains all the specific information your customer uses to buy your product.  Specify the payment method for the order and enter the required information.  When you are finished, click Save.

Payment Information:

Order History: The Order History shows a log of all the changes made to a particular order, who made those changes, and when the changes were made.  You cannot edit the Order History.

Order History:

Once you are satisfied with your order, click the Save button.

Changing a Status

You will notice that not all statuses appear in the Order Status list when you click the drop-down button. That is because each status has a set of business rules assigned to it. Only those statuses available as a next step from the current status are displayed in the drop-down list.

The table below shows the available next steps for each of the default statuses.