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When a customer goes through checkout, the information on their order is automatically transferred to the Orders section for you to keep track of. In the administration, you can view all of the orders made on their site, manually add orders, or edit the details of existing orders.
The Orders section is located under Sales > Orders. On this page, every order ever made from the store is listed in detail.
The following details are displayed for each order on the list:
With the orders included in the list, there is an option to edit, insert, delete, search, or print an invoice of an order.
The "Filter" button under Action helps you find orders based on the information specified in the blanks. It can help you locate orders by date added or customer. The "Filter" cannot search for orders by product purchased yet. For more information on the Filter tool, see Filter.
Customer Orders will be automatically updated to the Order section after a customer confirms checkout. Though it is automatically updated, you may want to edit or add orders manually to add new information such as a gift-voucher, or add reward points. To manually add a new order, click the "Insert" button. To modify a pre-existing order, click "Edit" under Action.
The first section for modifying an order is called Customer Details. Typing in a customer name that has already made an account with the store will auto-complete the form by bringing up their information to fill in the blanks.
If an address has been added to the customer, select their address option under "Choose Address". Otherwise the customer address will need to be manually filled into the form.
This section tracks the shipping address for this particular order. If the shipping and payment address is the same, copy and paste the information above when adding it manually.
In "Choose Product", begin typing the product name. A drop-down list will appear with products containing that name. Selecting a product from this list will bring up specific product options for this order.
If a customer wants to add a gift voucher order, it will ask them for the following information.
Under Totals, other contributing payment factors, such as coupons and vouchers, are added/subtracted to the order total.
The sections seen above (such as Coupon, Voucher, Rewards) are extensions that were enabled specifically for this form. There is an option to customize the order details included in the totals by editing, uninstalling, or enabling specific order total extensions.
To print an invoice, go back to the Orders page under Sales > Orders. Above the order list on the top right corner is the "Print Invoice" button. Select the order to be printed, and click "Print Invoice". This action will direct you to a printable page of the invoice. The invoice can be printed out and included in with the shipping.
The Return section under Sales > Returns lets you manage merchandise returns. You must manually enter the product and return information to create a new return. To insert a new return, click the "Insert" button in the right corner above the returns list.
Filling in the Returns Details tab is the first step in creating a new return. The following details are required to fill out a return:
The Products section fills out more information about the product that was returned, and why it was returned. You will need to manually type in the product that the customer returned. Typing in "Apple" will bring up all the apple products in the store. We selected the Apple Cinema 30" from the drop-down, and the "Model" space was auto-completed for us. You may also include the quantity, the return reason, whether or not the product was opened, the customer's comments, the return action (credit issued, refunded, replacement sent), and return status (awaiting products, complete, pending).
Merchandise returns are automatically added to the Returns section when submitted by the customer. The Returns form is located in the store front on the Returns page, under Customer Service in the footer.
The information filled out in this form will be saved in Sales > Returns. The fields that the customer entered above will be included in the same fields when viewing the return in the administration. You can edit the status of the return to Awaiting Products, Pending, or Completed. When the status is updated in the administration, the customer will be able to view the status of their order under My Account > "View your return requests" in the store front.