Orders

Manage orders.

The Orders dashboard is where you can view a list of the orders placed at your store. You can either view all of the orders, or limit the view per site.

Orders list view

In the orders view, you can check and filter the results by any column.

You can also change the default view by using the options available under the orchestration icon.

With the table orchestration, you can add custom columns to the list view, by adding mixin fields as columns. If you have already defined mixin schema for the entity, you'd be able to select the defined mixin fields to display them in the main view.

See example how to do it in the Displaying mixins in entity list view documentation.

If you expand the view of a specific order in the dashboard, you can also see a summary of the products that were ordered, their quantity and price.

Additionally, use the icons on the left to:

  • Open a specific order and view its details

  • Delete an order

  • View and download an invoice for the order

  • Change the order status

The statuses used in orders are:

  • Created - a new order that was placed

  • Completed- realized order request

  • Declined - for orders that could not be realized

  • In-checkout - awaiting invoice payment

  • Confirmed - paid order that should be realized

If you need to export the list of orders, you can download a .csv file with orders that are currently displayed in the list. Choose the download option to get the .csv file and then select the time frame for the list.

Orders details

When you open a specific order view, you can check detailed information related to the order in different tabs. There are tabs that are main ones and are visible for every order, but depending on the mixins set up of the ordered products, you can also see some additional tabs with more order and product details.

Main tabs

Data

The Data tab includes all of the general information. You can check the following:

  • Order - Details with information about the order number, status, payments with detailed information about the pricing calculations.

  • Customer - Data with ID, name and contact details of the customer that placed the order.

  • Delivery - Address to which the order should be delivered and details of the delivery date and time.

  • Invoice Address - Company address that should be visible in the invoice.

This tab allows you to perform a variety of actions for each order, including

  • Print a delivery note - You can download a PDF file with a summary of the ordered products and acknowledgment of receipt to be signed by the customer. By signing the delivery note customers also commit to pay an invoice within the specified time period.

  • Send delivery confirmation - When you click the button, a delivery confirmation is sent to the customer by email.

  • Create and send invoice - When you click the button, a job starts that processes the creation of the invoice and sends it to the customer by email.

You can also see the Cart Number which relates the order the cart created by the customer, to see the cart's details simple click the number - it opens the cart view in MD.

Entries

The Entries tab includes information about the products that were ordered. You can see a basic summary which contains a product name, quantity and all the pricing details.

The tab allows you to modify the list of products that were ordered by a customer. You can modify the order by changing the amount of entries or adding new ones to the list. The changes in the order are possible as long as the total sum does not exceed the total authorized amount. Changes are allowed only if the modified order is of equal or lesser value. If the modified order exceeds the previous value, you get a notification that the changes cannot be saved. For example:

Original order:

Order modification that is not allowed as it exceeds the original total price:

Order modification that is allowed and can be saved:

If the order was already paid, it cannot be modified. The Add entry button is disabled.

Payment Info

This tab has all the details related to payment methods and transactions.

General Attributes

Includes a summary of basic order information together with coupon and feedback invitation sent to the customer.

Payments

Check the total payment information including taxes.

Additional tabs

Depending on your configuration, you can have some additional tabs in the orders view, for example:

Changelog

Check the history of the order since it was placed at the store.

Delivery Options

Check and define the details of the delivery packaging, pickup or holding time. You can also mark if the product can be substituted by a different one, or not.

Delivery Times

Check and define the details of delivery time like with a confirmation of a delivery cost.

Payment

Includes payment details with account and bank information, card and payment details.

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