Page status: Work in progress | Application version: From 1.3.5.3

Order details

Once a customer submits an order in FRONTEND, you as shop admin will be notify by email about it. Also, the order will be saved in database and you will find it in order list.
By default the orders in order list will be listed chronologically, the last order being listed at the top of the list.

To edit an order you must be in Orders list page. Click Orders option from left side menu. Choose the order you want to edit from the orders listing and click the blue edit icon button (last icon each line in orders list). The view order window will open for you.

There are limited changes you can make to an order:

  • You can view an order
  • You can change the order status
  • You can notify the customer, the status of its order was changed
  • You can see the order pdf: you can save it on your device or print it

You cannot change the data submitted by customer.


Window name

The window name is an informative field. It will tell you where you are. In this case is the View order and follow the id no. of the current order.


Status

This is the sole area you need to change for each order.

An order can have one of the following statuses:

  • Not paid
  • Paid, processing
  • Shipped
  • Product received
  • Canceled (not paid)
  • Refunded

Each time you change an order status, a pop-up window will ask you to confirm the change. The change will be shown in customer's order history and on order itself.
To confirm click the green Change status button on the bottom of Change order status pop-up window.
To aboard the change, click the blue Cancel button on the bottom of Change order status pop-up window.

Being specific about order status may help you talking by phone with your customer to explain what happened with the goods ordered.

Not paid

The Not paid status will automatically appear for orders which have not been confirmed to be paid. This may be the case when:

  • payment gateway did not return the confirmation
  • the payment was done using an offline method
  • direct deposit payment
  • customer is allowed to use Charge account payment method

When an order is with Not paid status you may need to follow it up.
In case you match the payment with the order, change the status of the order to Paid, processing. The status will be updated in Order history of your customer as well (FRONTEND - user login).


Paid, processing

The Paid, processing status is for the span period from the moment of the payment to the moment the items are shipped.
The status will be changed in customer's Order history and in Order itself.
This status is you to confirm that the payment was received and prepare the items to be sent.

Change to Paid, processing status order which are paid by offline payments options, direct deposit or when the payment gateway did not return the confirmation and you received the money.


Shipped

After you shipped the items you should change the order status to Shipped.
The status will be changed in customer's Order history and in Order itself.
This status is you to confirm that the items are sent to the customer and are in transit. He should be receiving them soon.
The goods are not anymore in your possession and have no power anymore to quicken delivery.

When you change the status to shipped, two new fields will be displayed under the status: Shipping company/courier and Shipping tracking no (see Shipping company/courier and Shipping tracking no below).


Shipping company/courier and Shipping tracking no

When you can provide tracking number for a shipment you should hand this information to your customer. The fields below allow you to match a shipment with its tracking number and send it to the customer by email.

Write the currier used to send the goods in Shipping company/courier field.
Write the tracking number received from the currier in the Shipping tracking no field.
Click the orange Notify user about current status to send to your customer the Shipping company/courier and Shipping tracking no by email The Shipping company/courier and Shipping tracking no will be updated on customer's order as well (found in order history).

The Shipping company/courier and Shipping tracking no fields will be AutoSaved once you leave the field.
The light green background will show that the field is saved without errors.
A light red background is a sign that something went wrong. refresh the page and check that field again. Make the changes if necessary and click anywhere outside that field.


Product received

The very last chain in this process is the customer's confirmation that the Product was received. To mark this status, choose the Product received in status selector each time you receive such confirmation.
The status will be changed in customer's Order history and in Order itself.


Canceled (not paid)

To be able to track all transactions made ever, no order can be deleted from the website. Doing this, human errors and confusions are avoided.

If you are in a situation you need to ignore an order which was not paid, you can do this by choosing the Canceled (not paid) status.
The status will be changed in customer's Order history and in Order itself.

The Canceled (not paid) status is for problematic orders only. You do not want to deal with these orders anymore and no further action will be taken.

If you change the status to Canceled, a pop-up window will ask you to confirm and specify how the stock will be handled. If you click on Change status and restock will reverse the stock with all items from current order.
Clicking on Change status will just change the order status.
Clicking on Cancel will abandon the changes.


Refunded

In real life there are situation when the deals go off and a sale is reversed. You can mark as Refunded orders which fall under this kind of situations: customer paid for product but for some reasons the product was returned and you refunded her / his money.
The status will be changed in customer's Order history and in Order itself.

The Refunded status is to be used only for the refunded orders.

If you change the status to refunded, a pop-up window will ask you to confirm and specify how the stock will be handled. If you click on Change status and restock will have as affect restocking with all items from current order.
Clicking on Change status will just change the order status.
Clicking on Cancel will abandon the changes.


Notify user about current status

The Notify user about current status button will send an email about order status each time you click it.
You may change the status by mistake, or you may not want to bother your customer anytime you make a change. The Notify user about current status button is there for the situations when you want the customer to receive this email about status of her / his order.

After you click the Notify user about current status button, a green message will be displayed bellow the button in case the email was sent successfully.
In case the email failed to be sent, a red error message is displayed. Refresh the page and try again.


Order no and date

Each order has a unique number and the date when was submitted by customer. These are unchangeable.


pdf icon button

The pdf icon button will open a new separate window on your browser with the pdf version of the order.
From here, you can save the pdf on your device or you can print the order.


Shipping address and Billing address

This area contains Shipping address and Billing address imputed by customer. These are unchangeable.


Order content

This area contains all items and quantities ordered by customer. You will find all details about items you need to ship for this order.
These are unchangeable.
You can print out the pdf. (see pdf icon button)


Order totals

This area contains the totals of the order including the global promotions.
These are unchangeable and are automatically computed by the system based on items ordered and their quantity.


Order id

The order id is informational and it is used for debugging proposes. It is unchangeable.
It is placed on bottom right (under totals), small font size.


Close view order

Close button will close the View order window and you will be landing on Orders list.
You can close this window at any time as all data is already saved for you in the moment you leave a field.
You have two close buttons, use the one convenient for you:
- one is on top right corner of the View order window on same line with the window name
- one Close button on bottom right corner

On this page

Snapshots / images

Orders list

Orders list

When you click on Orders in left menu, you will land in Orders list.
Here you will find listed all your orders. Click on edit icon button to see the order details.

View order

View order

You can at any time to see any submitted order. Choose the order you want to see in order list and click the blue edit icon button.
The View order window will open. You can change the order status or download or print the order pdf.

Order history

Order history (FRONTEND - user login)

Each login customer will have the orders history into its account. The orders status will be updated accordingly by status set in admin (BACKEND).

Change order status

Change order status

Before changing the status, you need to confirm.
Click the green Change status button to confirm.
Click the blue Cancel button to quit.

Email sample for status changed

Email sample for status changed

The email received by customer when the status of his /her order is changed.
In this sample, the email contain the tracking no. for goods shipped too.

Notify user about current status

Notify user about current status

Message displayed after the email was sent.

Order canceled / refunded

Order canceled / refunded

If you change the status to canceled or refunded, you will be asked to confirm and be specific about how stock will be affected.
Change status and restock will have as affect restocking with all items from current order.
Change status will just change the order status.
Cancel will abandon the changes

Send email status error

Send email status error

Message displayed when sending the email to notify the order status to customer fail.

Headings