View an Order
When you click on Order Manager in the left side navigation you are presented with a list of all of the received orders in your store. This list displays a summary of some of the more important order information (fig. 4.a)
4.a) The Order Summary List |
Generally underlined data in the summary is clickable and will lead to further detail on that item. For example, clicking the Order Number in the 'Order' column will detail the full order as invoiced including the billing and shipping addresses, products ordered, shipping method, card details (including the full card number), order $ totals and also any notes the customer has attached to thier order.
Clicking on the Customer's name will display the customer details stored during the checkout process including full name, address, email address and how many times they have purchased something from the store. You may also add personalized customer notes here for your own reference (these notes are never visible to the customer).
The 'Order Status' column displays a drop down box showing the current status of the order ('Pending' by default). You would change this status after you have processed an action for this order (for example AFTER you have run the customer's credit card). The available status options are listed in the dropdown box. Please note that clicking on a status in this dropdown box will immediately change the status of the order without the need to press any other button. If you click on a status by mistake you can use the same box to set the status back to it's previous value. It is important to also note that using this 'quick status' feature will automatically send an email to the customer informing them of the status change for their order. If you wish to change an order status WITHOUT sending an email to the client you may do so by using the 'Edit' link to the far right of the order row as described below.
The 'invoice' link will display a printable invoice similar to the one provided to the customer on checkout. You may print this invoice for your records. Note that this invoice displays the card details used for the order, however the card number is obfuscated leaving only the last 4 digits visible.
4.b) The 'edit' order screen |
The 'edit' link allows you to edit various aspects of the order as well as add notes and update the status without emailing the customer. This is also the screen where you can delete the credit card number after you have processed payment to ensure the customer's sensitive data is secured.
It is important to note that a customer will NOT be sent a revised invoice if you change any of the details on the edit screen. If important aspects of the order are being changed such as the product or total cost, a courtesy phone call or email to the customer is recommended to reduce the chance of a dispute. |
