Orders Admin

<historylink type="back">🠈 Back</historylink> 🠉 SET UP SHOP

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From admin go to Orders → Orders - if you have an order, you will see this:

When a customer successfully orders and checks out on the shop, an email will automatically be sent to them and the shop owner and the order status will be set as Pending.

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• Click on an order in the list which opens the order on the Summary tab to see this:

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• Click on the Products tab to see this:

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• Click on the Status History tab to see this:

• When you start processing the order i.e. assembling, picking, packing etc.
  • Choose Processing from the Status drop down menu.
  • Enter any comments as required in the Add Comments box - these comments will be visible by the customer.
  • If you want to automatically email the customer to notify them of the order status change leave the Notify Customer box ticked - otherwise click it to disable.
  • If you want to include the comments entered in the Add Comments box in the email leave the Append Comments box ticked - otherwise click it to disable.
  • Click on the Update to update the order and send the email if enabled.
• When the order is complete i.e. when the customer has received their order.
  • Choose Delivered from the Status drop down menu and complete the steps for Processing above.

TIP: The default settings for the the status of orders can be changed - see Orders Status - do not change them unless specifically required.

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• Click Invoice to see this open in a new browser window:

• Use the invoice for your accounting records and to send to the customer as required.
• Your browser can print or save the invoice as a .pdf for your records.
• Right click and click Print in the popup menu.
• Choose your printer or the pdf option in the dialogue box menu.
• Click the Print or Save button.

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• Click Packing Slip to see this open in a new browser window:

• The packing slip does not show the prices - use for your own use or to send to the recipient as required.
• It can be printed or saved as a pdf the same as the invoice.

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