Order Management
The Order Management page, or simply Orders as it is listed on the main menu, is the configuration page in the Admin Area that allows store owners to view orders, mark orders as shipped, and perform other order-specific operations.
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Usage
Like most configuration pages, Orders is a standard Table View/Form View admin page. The default display lists all orders in the system sorted in reverse chronological order (newest order at the top), and orders can be filtered to show only specific records. The Table View menu for Orders also includes some bulk actions to allow quick updates of the Shipping and Ledger statuses.
Table View
Table View for Orders displays the Order Number, Customer Name and Email, Order Statuses, Order Date, Order Total, and Payment Method columns. Standard Table View Filtering is available for this page. Order cannot be deleted.
Bulk Configuration
The shipping status and ledger status of orders can be modified in bulk from the Bulk Actions option on the menu bar.
Form View
Form View for Orders is similar to all other Form View configuration pages, however most of the Order page is information only. Only a couple fields can be saved.
Form View displays:
- Basic Order Information
- Customer name and email, order total, and the Date/Time of the order. If the order includes a downloadable product, the link for the order is also displayed in this section.
- Order Details
- Each product in the order, with the quantity, unit price, and total price of the item. If the product is a downloadable item, there are options to reset the download link and to view the download log. The totals section of the Order Details displays all coupons, taxes, shipping charges, and transaction fees related to the order.
- Customer Information
- The full customer address and/or shipping address is displayed in this section.
- Actions
- Any modifications to an order are made here. Currently, the configurable fields are:
- Ledger Status: This field can be set to "Recorded in ledger"; the default is "Not recorded in ledger". The purpose of this field is to note when the order has been recorded into a third-part ledger-recording system. (Not all customers use this feature; not everyone uses a third-party accounting system.)
- Payment Status: This field only displays for sites using Delivery and In-Person Payments. The order can be set to paid or unpaid.
- Shipping Information
- The status (shipped/unshipped) can be set. Also, the Tracking Code and Tracking URL can be set (if the store is configured to send emails to customers about shipping status), as well as a button that will send the tracking information to the customer.
