The Orders system is a centralized hub for tracking and managing transactions across various modules, including Store, Events, Pricing Table, Restaurant Reservations, and Schedule Booking.
To manage your transactions, use the updated navigation flow from your website Dashboard:
Go to your Dashboard.
Click Orders in the left-hand menu.
Select Orders from the dropdown list to view all transactions.
You can refine your view using several filter options at the top of the screen:
Payment Status: View orders based on whether they are Unpaid, Paid, Refunded, Abandoned Cart, or In Progress.
Custom Tags: Click the Tag to add a color-coded tag, such as "VIP" or "Urgent." Tags will display under the Select Tag filter
Date Range: Set specific start and end dates to see orders made during a certain period.
Orders/Archive: Switch between viewing your active Orders List or your Archive Orders
Order origin: Filter between All Orders, Store Orders, and QuickPay Orders
Status: Filter by New, In progress, Completed, or Cancelled.
Click the Info button on any order row to open a detailed panel:
Customer Info: View the buyer's full name, email, physical address, IP address, and browser used.
Tracking: Click Add Tracking Number to provide customers with a shipping carrier name and a direct tracking URL.
Items & Summary: See a breakdown of purchased items, quantities, and total costs, including Tax and Shipping.
Order Activity: Review a timestamped log of all status changes, payment dates, and added tags. Use Add Comment to add an entry.
Click the order Info and then More Actions to perform the following actions:
Paid - Orders using offline payment methods, and failed orders will appear as unpaid orders to paid. Use this option to either send your customer a payment link or mark it as paid by cash.
Cancel and Refund: Use this option to cancel and refund the order. You will need to verify that the order was refunded in your payment method. This also automatically adjusts your product inventory.
Refund: Set an order to refund under More Actions to mark it in your records; this also automatically adjusts your product inventory.
Add a Comment: Add an order-specific comment
Archive: Move an order to your archive. The order will only be accessible when switching to the Archived order list
Communication: Click the downward arrow next to the Info button and select Conversation to send direct messages to the customer.
External Refunding: After marking an order as "Refund" in the system is for internal tracking only; you still need to verify the process through your payment provider aswell (e.g., PayPal or Stripe).
Export Data: You can export your current order list as a CSV file by clicking the export option at the top of the screen for external accounting or records.
Inventory Sync: When an order is marked as refunded, the system automatically replenishes the stock for those specific products.
Order Edit: User's orders cannot be edited. Once the order is submitted, you cannot make changes to the order Items.
If your user needs an update to their order, it will need to be canceled, and the user will need to place a new order in its place. Alternatively, if the user is asking to add more items to their order, you can use the POS system to create another order for them.
