Managing Orders

Managing OrdersUnderstanding how managing orders operates is essential. Therefore we have attempted to make this section as clear as possible. First of all if you ever receive an order – you will get an email to let you know about it however we advise logging into your website on a regular basis to check orders regardless.

Managing OrdersOrder Status – Pending means that the submit button has been pressed on the order review for the customer; however when going to enter payment details for whatever reason the order has not been placed. This is a hot lead, contact the customer immediately to find out why they didn’t or could not pay. A confirmed order would instead of saying ‘Pending’ would say ‘Paid’

 

Here we have the order overview, with five options.

Print Order – This doesn’t print the order however it does create a PDF invoice/receipt for the customer to download. A very useful tool for saving time manually creating invoices.

View Order – Displays a more in-depth order review. Displays everything from transaction history to any add-ons used.

Create Invoice – This creates the sale in the invoices module which we will come onto next. Once the sale is confirmed, use this button here.

Edit Order – Pretty much as it says on the tin.

Delete Order – Again, we would advise against deleting anything.

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