If you've got the basics of order processing under control, here are more features you might find useful.
How to Add Products to an Order
You can add products to an existing order by editing the list of products in the Details section.
- At Orders > Process Orders, click an order's ID number.
- Under Details, click Add. A new form appears above the Details table, with options for you to configure the type of product you want to add to the order.
- Enter the field values for the product you want to add. If you enter only the Product Code and click Save, the system will retain all default values for the other fields.
- Note that you must manually add the Warehouse ID for products, if applicable.
- Click Save.
Note that you can add any product in your store's products table, as well as any custom product settings. The cost of the product is added to the order's subtotal.
How to Edit Products on an Order
To make further changes to products in an order, go to the Details section and click Edit next to Products. The Details table expands to display details for each product on the order.
Note that each product assigned to an order will have two rows of settings and fields within the Details section. In Edit mode, you can enter values into any of the available text boxes to update these product settings and fields. Click Save to update the order with any changes you made to these items.
When finished, you can exit edit mode by clicking List next to Products.
Note that you can't collect funds greater than the total amount that has been authorized for any credit card purchase applied to an order.
If you've added a product to an order and the total amount due is greater than the authorized credit payment, you'll need to contact the customer to apply additional payments to the order.
Customers can apply additional payments by logging in to their My Account page and selecting the relevant order from their list of previous orders.
Make sure the order is Unlocked so the customer can edit their payment info.
The Drop Ship check box is selected by default for any product set to automatically drop-ship (on the product edit page, in the Advanced Info section, on the Vendors tab, you can find the Auto Drop Ship option). To prevent shipment from your vendor (if you want to send it from an on-hand stock instead), deselect this option on the order.
Alternatively, if you don't use auto drop-shipping, you can use this check box to send a purchase order to a vendor you've configured instead of shipping it from your on-hand stock.
How to Add Discounts to an Existing Order
To apply a discount to an existing order, go to the Discounts section of the order details page and click Add.
Enter a specific discount code, name, and amount for a discount, or enter a custom price-based value. Note that discount values can not be entered in the form of a percentage. You can configure discounts to apply before or after taxes.
When finished, click Save.
To remove a discount from an order, click the X icon on the discount entry.
If you intend to apply a discount to an order, you should do so before collecting payment from a customer. Discounts will only modify the total due for an order – they will not automatically generate a refund or credit.
Once an order is created, any custom field assigned to it displays in the Marketing section of the order details page. This section appears below the Details section.
See "How to Add Custom Fields" for further information.
How to Update Shipping Information
There are several places for you to update shipping information for an order, including editing a customer's shipping address or applying tracking numbers from carriers.
In the Shipping section near the top of each order details page, you can update the current shipping address for an order by clicking Edit next to the Shipping title.
To change the shipping method for an order, go to the Tracking section and select a new method from the Shipping Method menu. The new shipping method (and its related charges) will be applied to the order.
How to Apply Tracking Numbers
To apply a tracking number to an order within the Tracking Number section of the order details page, enter the tracking number in the Tracking # field, select the shipping method, and enter a shipping date and cost. When finished, click Save.
Once a tracking number has been applied to an order, customers can view the tracking number from their store account.
Note that the Tracking section does not generate tracking numbers – they must be obtained directly from the shipping carrier. If your store is integrated with shipping carriers that support label printing (FedEx, DHL, USPS), you can used the label generation/printing features to generate tracking numbers from any of these shipping carriers by clicking on the carrier’s link in the Print section of the order details page.
How to Update Billing Information
You can updated billing information within an order’s details page by clicking Edit next to the Billing heading.
Note that your customers can also change the type of payment they've applied to an order – provided the order is unlocked – by selecting the order from their My Account page.
How to Manage Orders with Recurring Payments
There are a few things to consider when managing orders that contain products configured for recurring billing:
- You need to maintain some basic payment information to be able to regularly capture payment for products that you have configured to use recurring billing.
- By default, your store is configured to purge credit card information after 30 days. While this configuration is the most secure setting recommended by the PCI Security Consortium, it may interfere with your ability to collect recurring payments
If you sell products configured with recurring billing, you'll need to modify these settings:
- Go to Settings > Config Variables.
- Press Search.
- In the Name field, enter "payment info".
- Press the blue Search.
- For Payment Info Delete Event, type "NEVER" in the associated text field.
- For Payment Info Max Days to Keep, type "9999" in the associated text field.
- Click Save.
Note that you if you capture CVV2 data, you won't be able to store it per PCI Security Standards Counsel guidelines.