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.
Archive: Select orders and click Archive (or find it under More Actions) to move completed work out of your active list.
Cancel: Change an order's status to Cancelled either in the main list or via the More Actions menu in the info window.
Refund: Set an order to refund under More Actions to mark it in your records; this also automatically adjusts your product inventory.
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.
