Order Status Folders
The Order status section on the left panel is used to quickly browse between order status folders which contain orders currently held in each status. From here you can also click the settings icon to add or remove new status folders or reposition the folders by dragging them.
Below are the descriptions of each of the folders:
- New Orders
As new orders enter your store, they are automatically placed in the New Orders folder. When you receive an ORDER ALERT EMAIL OR SMS (optional), you should log into your Admin Panel, and start processing these orders. This may include processing payments if they have not been charged through your merchant account already.
Since emails can occasionally be unreliable, it is always best to log into your admin and check for new orders on a daily basis.
- In Progress
You should set the status of an order to In Progress when you have started to process a new order, this may include packaging and charging. The change in status can be seen by your customer via your storefront if they log in and view the "order tracking" page.
- Ready to Ship
This order status is used to indicate that this order is ready and waiting to be shipped. The change in status can be seen by your customer via your storefront if they log in and view the "order tracking" page.
This order status is used to indicate that this order has already been sent. Your customer will receive an automatic email notifying them that this has happened and any additional notes that you may want to manually include.
Only the SHIPPED and PARTIALLY SHIPPED status change will send an update to your customer. Other status folders require you to manually email your customer any updates if required. There is a "send mail" button conveniently located on the orders detailed page so you don't need to open your own mail client. It will send via your "support" email listed in the store settings.
This order status is used to indicate that an order has been sent and completed in full. Orders placed in this folder are held here so you can view customers order details in the future and receive order reports. It is also the folder to store orders which you will export to accounting software such as Quicken and MYOB.
Denied orders are when a credit card has not been approved. These are placed in the denied folder for when a customer phones to find out what happened to their order. If the order was not completed and there was a problem trying to authorise the order through a Real Time Payment System, then the order will be marked DECLINED in payment status and placed in the Denied folder. The reason for the order being denied may also be supplied if your merchant facility support it.
Keep in mind. Your customers will always be able to see the changes to an order status through the ORDER TRACKING link in your storefront.
This folder contains orders that you wish to store but will not ship, charge or have refunded money to.
- Partially Shipped
This order status is used to indicate that this order has been partially sent. Your customer will receive an email notifying them that their order has been partially shipped, however you also have a notes field to provide them further details of the contents, i.e. the items that have and have not been shipped..
Browse Or Search
From the left panel of the orders grid page you can see all Order Status'. From here you can also click the settings icon to add or remove new status folders
The Order status section is used to quickly browse between order status folders which contain orders currently held in each status.
Search Orders Selection
The Search Orders menu located at the top right of the orders grid is used to search for any order by either Order code, Customer name, Customer email, Customer Post/Zip code or date range.
Search Orders Section
To search by any of these 5 options, simply enter the criteria in the keywords field, then select to filter by "All customers", "B2C Customers" or "B2B Customers" (only if B2B module is activated)
Search results will be displayed in a list after running a search.
If more than one page of results is returned (50 or more), paging is automatically enabled. You can edit the number of results per page or select to go to other pages via the page filtering tool in the bottom right of your admin.
Orders Grid
You can click on each order code to open the Detailed Order View of any order in a new tab. You can use the Delete button to delete the order, but be careful as orders cannot be recalled once they are deleted! Deleted orders will still remain as part of your reports.
Orders Grid
Order processing
Orders can be processed by changing their payment status and the status folder they are placed into. There are three ways to do this.
1. From the grid page there are drop down menu boxes for both payment status and order status. Simply select the next status you wish this order to be processed to and save at the base of the list. It will update and send the order to the correct status and folder. It will also take the appropriate action for that folder such as managing stock updates or sending customer emails.
2. Check the box on the grid for any orders you would like to change to the same status. Now scroll to the bottom and select the "Actions" button. Select the new status for all orders and they will bulk update.
3. From the detailed order page. Please see "view/edit orders" section for detailed explanation.
Changing an Orders Status from Grid Page
Printing Orders, Labels and Invoices
Check the box of the desired order(s), then click the 'Print' button at the bottom of the list and then either select ‘Print Selected Orders’, 'Print Invoice for Selected Orders' or 'Print Labels for Selected Orders'.
This will print your orders in detail on separate pages. These are formatted for printing, not emailing. You can edit the invoice number for each individual order if you prefer to use your own number sequences from the detailed order page. If you wish to add your logo it can be done via the store settings page under the settings menu in your admin.
Printing Options from Orders Grid Page
