Basic Guide to Order Management
To access an open order, navigate to the Open Orders page under Orders from the left menu panel of the portal. On this screen a list of open orders will be available, select the one that needs to be viewed and updated.
Step 1: To change the order's status, select the desired order state from the dropdown menu. The following options are a few default examples that can be added differently by configuring the Order Status:
- New: A new order is received.
- Completed: The order was processed and shipped.
- Canceled: The order was canceled.
- Fraud: The order is considered as fraudulent.
- Processing: The order is currently being processed.
- Suspended: Once processing or considered fraud, an order can be suspended.
Note: The Order State dropdown menu will include all the states created by the client in the Order Configurations section.
Step 2: If required, update the Invoice Number and click the Save Invoice button.
Step 3: If required, add the relevant order notes in the Notes section to provide additional context and click on Save.
Under the Items section of the selected order, you can change the shipment status, add a tracking number, and update the shipment method for each item.
If required, change the delivery state of the specific items by selecting the state from the dropdown under the Items section.
Update Shipment is only enabled when the Order State is New or Processing. Hence, the delivery state can only be updated when the Order State condition is met.
Under the Tracking Number column add the tracking number of the shipment if the order has been confirmed for delivery.
In case, the shipment method needs to be updated for the entire order or for specific items due to various reasons like unavailability of the items, change in delivery vendor, etc.:
- Click on the Update Shipment button at the top-right corner of the items section.
- On the pop-up, select all the items or the specific items, change the shipment method from the dropdown, and click on Update.
- The details will be updated automatically.
Note: To set a different shipment method for every item in the order, you will have to update them one by one. Each shipment will then be assigned a different tracking number.
In the Payments section, view the Current Status or Transaction History related to payments for the selected order or update the payment history by clicking the Sync Payments button.
In the Payments section, under the Current Status, you can capture the payment, either in full or partially, as required.
In the Capture Value field, enter the amount you want to capture from the order and click the Capture Transaction button.
Upon confirmation and successful capture, you can view the transaction history for the results.
If you need to cancel an order, click the Cancel Order option at the top right corner. Upon cancellation, you will receive a confirmation popup, where you can either opt-in to send an email to the customer or opt out of sending an email.
Once canceled, a pop-up will appear stating the captured amount has been refunded, while the authorized amount has been reversed.
