After a retail shopper completes an online transaction, a new order will appear in the Orders page. All unprocessed orders will appear with a link to the order detail page. To view new orders click Orders from the left navigation menu. A page similar to the image below will appear.
The top portion of the Check Orders page is a search form for your orders. You can enter specific search criteria and use a variety of filters to find any order placed in your store. The following search options are described below.
The selection that you make here will limit the search results.
Select this if you want to include in your search orders that have been archived (filed away). Only orders that have been completed (shipped or cancelled) can be archived.
To search for orders within a defined time period, enter the FROM date and TO date. By default, the search will include orders 1 week back from the current day.
To search for orders within a defined order number range, enter the FROM order number and TO order number. To search for a single order, enter that order number in the TO field and the same number in the FROM field.
To search by the Customer's name, select whether your search will be on the `Customer First Name' or the `Customer Last Name'. Then enter a full or partial name in the empty field and select whether the name is `Equal' to, `Begins With', `Ends With', or `Contains' the entered customer name.
By default, the orders you search for are displayed from oldest to newest by Order Date. Additionally, you have the option of changing the sort order to be by Order Number, Customer Name (Last, First), or Order Status. Use Ascending to start your list your of orders with the oldest or smallest number, and likewise, use Decending to start your list with the newest or largest order number.
Every time that you access the Orders page, new orders will be displayed on the lower portion of the page. New orders will have the status of Payment Pending if a real-time processor has not been set up. New orders that have a real-time payment processor set up will show a status of Paid.
The figure above shows an example of the lower portion of the Check Orders page with two new orders. The order number, date and time the order was placed, the customer name, and the order status is shown. To view the order details, click on the Order Number. This will bring up the Order Details page shown below.
The Order Details page displays all information necessary to fulfill the customer's order. The Bill To address is the address that the credit card is billed to. The Ship To address is the address that the merchandise should be sent to. Payment Terms shows how the customer paid or intends on paying. Each item ordered will show its SKU, product name, price, and the quantity ordered. The shipping details includes how the customer wants their merchandise shipped and the shipping cost. If there are handling charges or taxes added to the cost, they will appear on the invoice and be calculated into the total order cost. The current order status appears in the Order Status drop-down box.
Once an order is processed, the order status can be changed accordingly by selecting the correct status from the drop-down box. A shipping tracking number can be entered into the Shipment Tracking Number text-box. If you want to include a packing slip with the customers order, click on Print Packing Slip located at the top, right of the page and a packing slip will be generated for printing.
All new orders will be assigned a status of Pending unless a real-time payment processor is being used and funds were automatically collected. If a real-time payment processor is set up, new orders will be marked Paid.
Once funds have been captured or the merchandise has been shipped out, you should change the status of the order accordingly. This helps to keep track of what orders have been paid, what orders still need to be shipped, etc.
