When a customer places an order in your shop, it will appear under Orders in the Online Shop dashboard. You will also receive an email notification.
Here, you can track and manage your orders. You can change the status of an order, add notes and comments, or update contact details.
- View current orders
- Filter orders by status
- Update order status
- Edit shipping details
- Track order history
- Refund orders
- Archive orders
View current orders
Under Orders and Current, you have an overview of all active orders for your Online Shop. You can sort them by order number, date, or price.
Filter orders by status
If you have a lot of orders, it can be difficult to keep an overview. Use the menu to the right to display only orders with a specific status.
Click on an order to open it and to see more information.
Update order status
After clicking on an order, you can update its status. You can, for example, register a payment or mark it as shipped.
Click the More actions button in the top-right corner and update the status.
Edit shipping details
You can edit the contact details your customer entered when ordering, for example, to fix a typo or to enter an alternative shipping address.
Open the order you want to edit. To the right of your screen, click Edit and continue updating the details. Click Save when you are done.
Track order history
All updates or changes made to an order are saved in the Order history. This way, you can easily keep track of things.
You can type in personal notes, for example, if you have spoken with the customer over the phone. It's also possible to resend emails, for example, if your customer didn't receive the order confirmation.
Refund orders
Sometimes, a customer may want to cancel or change an order. If the customer has already paid for the order, you must issue a refund. The refund cannot exceed the net payment you received on the order.
Click the More actions button in the top-right corner and choose Refund. Enter the amount you want to refund; by default, the maximum amount available is entered. Click the blue Refund button to confirm.
If the order was paid via Stripe or PayPal, the refund will be processed automatically. If the order was paid in another way, you need to process the refund manually yourself.
Archive orders
When you have completed the order, you can change the status to Archived. The order will be removed from your Current orders and placed under Archived orders instead. This way, you keep your current orders clean and uncluttered while your completed orders are still accessible under archived orders.
You can archive an order from the overview list under Orders --> Current. Tick the box next to the order you want to archive, and then go to Actions in the top-right corner and select Archive. You can also archive an order from the individual page of an order; in this case, you can click the blue Archive button in the top-right corner.
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