Managing Orders
Understanding 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.
Order 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.
