ORDERS

In the orders section, you will find a list of purchases made by the customers. All the orders are listed in the form of a table containing suitable records. The received orders will include personal information of the users along with the billing and shipping address. You can also view the mode of payment that is used to pay for the order. The orders placed through the website are managed in one place that is in the “orders” tab. You can get a complete list of orders and at the same time, it is easy to fetch a particular order by searching it by date. The section holds multiple benefits as it allows you to even retrieve an order by using the categories and subcategories. Alternatively, you can add an order from the dashboard by filling up all the required details. But you will have to add a discount percentage and select the type of customers in the field box. This will further require you to attach billing and shipping addresses to it.

Manage Orders - The “Manage Orders” section allows you to make modifications in the orders that have been created previously. It will allow admin to rectify the incorrect information added by mistake. Alternatively, you can make changes in the orders placed by the customers.

You will get to manage all orders in one place in this section. There are several options available at the top to let you choose a particular order and make modifications to it. You don’t require to put up values in all fields, just one value in the fields provided below and you are all set to search orders. It also gives you the advantage to view even the unpaid, failed, delivered, and canceled orders, etc all at once. Delete the unnecessary orders if you don’t want them anymore or else save all orders. Besides this, you can even view returned orders and evaluate it to process refunds thereby crediting price amount back to the customer’s account

There are several search options available in the “manage orders” tab to find a particular order. You can either perform a search by using the customer’s first name, last name, email id, company, etc. Alternatively, you can search using other order details. Specify order date from and to, order number or id, to find a particular order. You can also search by using order status from the dropdown. Choosing a payment mode can also help find out the required order. Besides this, there are other search fields also available for the same. Below is a table that provides an easy option to distinguish between the types of orders. For example, you can view which orders are under processing, unpaid orders. Orders which are ready to deliver can also be viewed separately. Besides this, it shows you orders which have been cancelled or refunded. Such a list helps keep track of all the orders in one place with efficiency. A total of 10 entries will be shown initially, click on next or previous button to view more orders. Once a particular order is found, you can now modify order details based on the need. The order table includes a list of options such as order id, username, order date, payment date, payment gateway, total price and update status. The action column will let you edit or delete the order.

Add Order - The tab is helpful when the customers have already communicated with the business owner and the admin in return, is responsible to place orders for these customers. However, the admin needs complete details of the customer to add an order in the dashboard area and it has to be valid. The admin has to fill billing and shipping details separately. Add required coupons and discounts to it to avail products at reasonable prices and click save to finish the addition of the order. However, payment has to be made by the customer only.

The admin can easily add an order for a customer using the following options.

To add an order, you have to fill up the required information. First, you need to add profile information of the customer, specifying its type and other contact information. Enter the email or phone number in the first field. Next, there is a need to distinguish between the type of user here, either choose customer or admin. Add other details of the customer such as email address, password, confirm password, first name, last name, discount percent, customer type, and phone. After you finish adding all the desired details, click the save button. The order tab contains both billing and shipping addresses which can be filled up either using the existing or new address. The new address can be added by selecting “Add new address” from the dropdown. Once you click, a pop-up screen will appear to insert new details. Enter the first name, last name, address, city, state, country, zip code, fax, status, phone number, etc. Now its turn to add order details. You need to specify an item name along with a unit price. It also requires you to add the desired quantity to calculate the total cost of the product. Here shipping details are also required which means you should add a mode of shipping, shipping service, and overall shipping cost of the product. Optionally, you can also add any miscellaneous comment for the amount. Next, you need to enter the price following which subtotal and grand total will be computed. At the bottom of the order tab, you will see several buttons. The back button will cancel all the details entered here and returns to the previous tab. Then there is add product button which will open up another popup to select a product from a particular category, subcategory, manufacturer, etc. The next coupon button again shows you a different popup to apply coupon code to the product. You will see a list of coupons in the popup. Choose any one from the list and apply it to deduct a certain amount from the total price of the product. The delete button will remove the order details just added. The deleted order will no longer be seen in the manage orders section. Save the order button will store the order added in this section. If you wish to send an email to the customer from the “add order” tab, you can do so by clicking the send email button at the bottom. Lastly, you can also approve the payment here thereby assures a quick response.

Merchandise Returns - This section contains merchandise returns orders with their ID, package status and returns status. You can access it to review information or make changes depending upon the need. In this, you can keep track of the merchandise return orders. The package status is also available that will be of great help as the admin can decide which orders have the refunds pending.

All the return orders are visible in the form of a table. Beside every record, you will find icons in the Actions column that is used to either delete or modify a return order. The advantage of having a merchandise section is that you can keep track of all return orders in one place. A search field box is also available to search related information and find out the particular order. The order can be searched by typing anything in the search dialogue box. Another option to search for a particular order is that you should remember by its product name or order ID. Once you find out the order, it is now available for review or modification.

Again, just like other tabs, previous and next buttons are there at the bottom to search through different return orders. Similarly, you can modify the number of rows you want to view at a time by changing options in the dropdown.

Customer Service - This section lets you manage customer services with ease. You can prompt to send messages or email to customers anytime you want. The order ID can also be used as a basis to activate customer services. The required actions will be performed by using icons in the “Action” column. You can either delete a customer service once it is used or recreate a service again if required. Modify services for customers by altering them as per need. The only requirement is to click buttons needed at that time. For example, to send an email, You won’t be needing any coding knowledge to send confirmation messages to the customers. It is quick and time-saving at the same time.

You will find customer service below orders menu in the dashboard. The customer service tab opens up to show a list of the table containing all the customer details. You can either search a customer by typing the name in the search dialogue box or simply drag your mouse to the particular customer. After selecting a particular customer, you can view the last message sent to the customer, email details, order id, etc. The icons placed in the action column will help perform the required modifications. Besides editing and delete, you can make use of other icons as well. But before that the admin needs to be aware of the working of those icons. The admin can learn the purpose of icons by hovering over that particular icon and read an explanation for it.

The previous and next buttons are available at the bottom to search through different services created in the past. You can view 10 rows at a time but you can modify to another number depending upon the need. For example, it is possible to review 25 customer service records at a time. The only need is to change the dropdown option from 10 to 25. The admin will get complete information on customer services.

Download Order - The idea to download orders is to review it later anytime. You will get a complete list of orders which you can view without logging into the dashboard area. This has been possible only because you could find a file downloaded in your device that is available for evaluation. Later, you can make modifications in the orders by using commands in the “manage order” section. There is no restriction to download files multiple times, it can be accessed whenever you want. Moreover, it lets you download single or multiple orders at a time; the admin is only required to make a selection for the orders.

To download the order, you first need to search it. Various searching options are available to find a particular order and then download it later. You can search an order using customer’s details such as first name, last name, email, company, etc. Further, the order can also be retrieved by using order to, order from the information. Order number or Id can also be used to perform a search. You can also find the order by choosing its status from the dropdown or selecting a particular date. After finding an order, the last step is to download it by clicking the download order button at the bottom.

The tab is divided into two sections. The topmost section contains search filters to retrieve a particular order. The filters can be cleared and reset to new values when needed. The bottom section contains a list of orders in the table structure. The table format contains a list of orders along with its related information. Besides search filters at the top, there is also a text field available for search just above the table. In the same box, you could type anything and find out the particular order. The previous and next buttons are available at the bottom to browse through different orders. By default, you can show 10 rows of orders at a time. You can change it to other values by choosing an option from the dropdown.