This guide will walk you through managing customer orders in your e-shop. Generally, the process works as follows: once a customer places an order in your e-shop, you will receive a confirmation email. After that, you should receive the customer’s payment (in the case of card payment, it’s processed immediately). You then mark the order as paid and prepare the shipment for the customer. Then you can mark the order as completed. This guide provides more detailed information about each step of processing an order.
TIP: You can also manually create orders. For more detailed information, refer to our article How to manually create an order.
1. Once the customer confirms the order in your e-shop, an email confirmation will be sent to both you and the customer. The confirmation email will come from [email protected]. You can change the email address from which the order confirmation is sent (referred to as the Store’s email address in the editor). More information can be found in our guide How to set up e-shop email communication.
TIP: We recommend creating a new contact in your email inbox for [email protected] to ensure you always receive automated emails, avoiding the risk of them ending up marked as spam.
The order confirmation email you receive will look similar to this. You can manage the order by clicking the link at the end of the confirmation.
TIP: You can customize the content of automatic notifications sent to customers from your shop by following the guide How to edit automatic notifications.
1. You can access order management from the project administration panel. Go to Overview and select Orders.
2. A list of completed orders will now appear. To edit an order, click its listing entry.
3. This will open the order detail view, where you can process and change the order status. If you need to make any changes to the order, you can do so here. More information can be found in the related guide How to edit orders.
4. Once you receive the customer’s payment, you can mark the order as paid by clicking Set as paid.
After changing the order status, you will see the amount paid and the payment receipt date. If needed, you can later revert the status to unpaid.
Order status must be manually changed, except for a payment made via PayPal or credit card.
If the customer has any special requests, you can add explanatory notes in the Notes field. Don’t forget to save the note by clicking Save.
5. Once the payment has been received, you can prepare to ship the order. After dispatching the package, you can mark the order as processed by clicking Fulfill order.
6. In the next step, you will be able to enter the shipment tracking number and optionally disable the shipping confirmation email by clicking Fulfill order. For info about shipment tracking, you can follow the guide How to Set Up Package Tracking.
7. The order has been paid, shipped, and marked as processed. Now you can archive it by clicking Archive Order. The order will move to the archive and won’t be displayed among active orders anymore. You can also delete the order by clicking Delete Order. Archiving an order is suitable for completed orders. If the order was canceled, you can delete it directly.
You can also print the order by clicking Print order.
8. In the order list, you can choose whether you want to view open or archived orders. Just click the arrow to the right of Show and select your preference.
TIP: At this point, you can also export orders. For complete information, refer to our article How to export e-shop orders.
