Basic Guide to Order Management

accessing open orders 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 update order status & other information 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 configurations docid\ up3f6wrchbkkqngbzd yk 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 docid\ up3f6wrchbkkqngbzd yk 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 update items & shipments 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 delivery state & tracking number 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 update shipment 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 sync payments 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 capture transaction 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 canceling an order 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