Introduction

You orders can be found in the "Order management" section, under the "E-Commerce Administration" title in the left hand admin navigation.

Finding your way around

Orders are arranged into 3 main tabs in this section:

• New orders - This is the default tab and displays any brand new orders which have yet to be dealt with in any way.
• Open orders - These orders have been marked with a different status but have not yet been dispatched.
• Search orders - Any completed or closed orders can be found by using the simple search and filter controls in this tab.

Managing an order

To manage an order, click the "View order" link in the panel for the order you wish to look at. The next screen shows all of the applicable details for that order - the items and any variations ordered, the details of the customer account that placed the order, their shipping and billing addresses, any discounts and promotions applied, totals and VAT and also any data received from your payment gateway.

The panel at the top of the form contains the actions you may take with this order, including downloading a shipping label and invoice in PDF format, re-sending confirmation e-mails and taking or refunding/cancelling payment.

The select box at the very top right hand corner of this screen allows you to change the status of this order. These status' can be configured according to your needs, but will usually contain something along the lines of picking, dispatched, refunded, returned, etc. This select box also exists in the listing for each order, meaning you don't necessarily have to view the detailed page to change an order's status.

Changing a status from "New" to "Picking" will move a new order from the "New orders" tab, into the "Open orders" tab. Changing it to another status, such as dispatched, will move the order into the third tab and the order could then be found using the search tools which we'll discuss in a moment.

When changing an order to a status such as dispatched or returned, you will be prompted to optionally perform some actions such as entering a tracking code which would then be send with a confirmation e-mail to your customer, and also taking or refunding payment depending on the status the order is changing to.

Finding a completed or closed order

The third tab, "Search orders" allows you to locate an order which isn't currently open. Fill in any known details, such as order number, customer details, and/or a date range and status and press the OK button.

The list below will the display any matching orders which can be managed, reopened, closed, etc, in the same manner as described above.

Screenshots of these processes to come...