Ecommerce Online Store - Sales - Orders
When a customer completes checkout on the storefront, the order is placed into the Manage Orders section of the Control Panel. Orders are displayed chronologically by default, but you can filter which orders are shown (via the Order Status links at the top) or how the orders are sorted (via the Sort by drop-down).
From the Manage Orders screen, each order has a summary of its most important information right on the order. From the Manage Orders Screen you can quickly view the number of products, the customer, the order price and shipping method, as well as change the Order Status itself.
You can Edit orders, Clone orders, or Create a new order. You may also set the Order Number for your current orders.
Fulfillment
Underneath each order is the fulfillment bar. Clicking on this bar opens the fulfillment popup which allows you to quickly move this order through your order processing system.
The products, shipping & billing, and fulfillment information can be viewed by clicking on their respective tabs. On the fulfillment tab you can easily enter tracking numbers, change the Order Status, and add/view any notes on the Order.
Once finished, click the Save Changes button to save your changes.
Note: To add products to an order, you must enter the Order Edit page for the specific order.
Creating, Cloning, or Editing Orders
If you new need to create an order, edit an existing order, or clone and existing order, follow the steps below.
Important: Editing an order will result in that order being saved to the database. You cannot "undo" edited orders.
To create a new order, click the Create a New Order link.
To edit an existing order, click the Edit button next to the desired order.
To clone an existing order, click the Clone button next to the desired order.
Archiving Orders
You can archive orders that you may not necessarily want to delete, but don't want in your active order list. This will flag your order and make it un-editable. If you later wish to recreate the order, you can clone your archived order and the order will be recreated in your Active orders list under the Admin status. Orders are archived in the Edit Order page.
An order must be in the Shipped, Canceled, or Declined status before it can be archived.
How to Archive an Order
1. Find the order you wish to archive in the Product List and then click the Edit button. This will take you to the Order Detail page.
2. Make sure that the order is in Shipped, Canceled, or Declined status. If the order you wish to archive is not in any of these statuses, you can change the status of the order using the order status drop down on the Edit Order Page and click the Save button to save your new status.
3. At the bottom of the Order Detail page, click the Archive & Return button. Once you've confirmed that you wish to archive the order, you will be taken back to the Manage Orders Page.
4. To view the your orders in Archive status, click the Archived tab.
Order Search
You can search through your orders via the search box.
Keyword Search:
1Select the Keyword option from the drop-down menu, specify your keyword and click the Search button.
Order Date Search:
Select the Order Date option from the drop-down menu, specify your start and end dates and click the Search button.
Order Status:
You can adjust the order status right on the Manage Orders Screen. Simply select the Order Status drop down box, and select your desired status.
With selected order(s):
You can print a range of selected orders by clicking the drop-down and selecting your desired print option.
Order Numbers
You can set the Order number for your orders by entering the desired number in the text box. The Maximum Order number is 2,000,000,000.
Import/Export
The Pro version of the Shopping Cart has an additional option to import or export orders. Select the status, and click Import/Export Orders to create a .csv file of the order information.
