Manage Orders

Modified on Tue, 24 Oct, 2023 at 6:55 PM

How do I use the New, Pending, Processed and Canceled folders?

When you receive new orders, that were paid by credit card, online check, COD, purchase order or PayPal, they will be placed in the New folder. When you receive offline orders (mail, fax and telephone), they will be placed in the Pending folder.

The folders are set up for organizational purposes only. You can move orders to any folder you wish. We suggest the following methods for using the order folders.

Move orders to the Pending folder when you are waiting for payment, performing a service, fulfilling the order (assembling or packaging products) or if you need further information from the customer.

Move orders to the Processed folder when an order has been shipped or in the case of a service business, the service has been rendered.

Move orders to the Canceled folder if a customer cancels their order or requests a refund.

How do I view the complete details of an order?

While viewing any list of orders, click on the invoice number to view the complete details of an order (address information, payment method, items ordered, etc.).

What happens when someone chooses to pay by mail, fax or telephone?

The Mail, Telephone and Fax payment options allow your customers to print an order form. These orders are placed in the "Pending" folder and the invoice number will be set to "unpaid."

When you receive payment for an "unpaid" order, you can update the status of the order by following these instructions:

1. Find the unpaid order in the "Pending" folder.

2. Click on the order number to edit the order.

3. Enter the requested information in the the "Payment Information" box.

4. Click on the "Save" button.

An invoice number will be assigned to the order.

How do I search for orders?

Click on Orders in the top menu bar. Then, scroll down the page to the Search box. Enter the values you would like to search for and click Find.

NOTE: When searching for an email address or first or last name, the search value must be at least 2 characters long. For example, you can search for "Jo" but not "J."

How do I change the invoice number that is assigned to each order?

Click on "Orders" in the top menu bar. Then, click on "Order Preferences" at the bottom of the page. Review the "Invoice Number" section.

How many orders am I allowed to store in your database?

We do not limit the number of orders you can store in our database.