Orders
Manage orders.
Last updated
Was this helpful?
Manage orders.
Last updated
Was this helpful?
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.
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.
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.
For the orders that were created by guest users, the Customer Number field is marked as Anonymous. If the guest customer later chooses to create an account, the customer number Anonymous is replaced with the real customer ID. Also, since the guest orders are associated with the email address provided at checkout, if a guest customer chooses to register, they are able to view the created orders under My Account -> Order Overview.
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.
Data
Includes all of the general information. You can check the following:
Order - details with information about the order number, status and payments
Customer - data with ID, name and contact details
Delivery Address - address to which the order should be delivered
Delivery Information - details of the delivery date and time
Invoice Address - company address that should be visible in the invoice
Accessing the Data tab, provides you with the possibility to perform various actions for each order. This includes:
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.
Entries
Includes information about the products that were ordered. You can see a basic summary which contains a product name, quantity and price. Or, you can expand the section to see more details.
The entries 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. 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.
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.
See example how to do it in the documentation.
