redSHOP:Adding and modifying Orders

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Contents

Creating and managing orders

"Checkout" vs admin orders

(difference in features available)


Customer Front-end Checkout

Admin Front-end "Checkout" with Super-Login

(Account testing using admin "super-login" plugin)


Admin Back-end Order Creation

The Order Details screen (new orders)

RedSHOP - Order Details.png

Fields:
Select User - sets the customer that this order is being placed for; type in the first few letters of the customer's name and wait a moment for a dropdown list to be displayed with matching results, and click on the relevant customer's name to select them.
"Add User" link - resets the form and clears all the fields
Create Account - when placing an order for a new customer, setting this to "Yes" will create a new account for them based on the address and username/password details, while setting this to "No" will place the order for the customer without creating an account for them (No, Yes)


Billing Address
Registered as - Private Customer Company Customer
First Name -
Last Name -
Address -
Postal Code -
City -
Country - (Select: from "Retail Countries")
State - (Select: dependent on country)
Phone -
Email -

Shipping Address
Shipping same as Billing -
Select Shipping Address -

Username
New Password -
Confirm New Password -


"Save" button - saves the general and address details listed for the new or selected customer and refreshes the page to reveal the "Order Details" and "Order Information" sections where products can be added, discounts applied, the starting order status selected and payment and shipping methods configured



Order Details
"New (add) / Delete" links

Per product added to order:
Action - displays a red cross which when clicked will remove the product from the order
Product Name - indicates the product being added to the order, simply type in the first few letters of the product name and wait a moment for a dropdown list to be displayed with matched results, then click on the name of the product to select it. All attributes, accessories and related products that have been configured for this product will be available to customize the order, and any options that have prices attached will update related prices accordingly.
Note -
Price without VAT/Tax - displays the normal price assigned to the product, with the ability to adjust the price manually when required; changing the price value will automatically update related prices such as product and order totals
VAT/Tax - displays any tax payable that has been defined in the tax rates section
Price - displays the total price payable for each unit of this product, calculating the normal price with any applicable taxes added
Quantity - sets the number of units of this product being ordered
Total - displays the total amount payable for the quantity of products being ordered with any applicable taxes added



Subtotal - the total amount payable so far for all products being ordered
VAT/Tax - the total value of all the tax calculated for the order
Discount - sets the value of any discount that can be manually applied to this order
Special Discounts - sets the value of any special discounts that can be manually applied to this order (more on this to be filled in)
Shipping - displays the total amount payable for the shipping, calculated based on the rates that have been set for the currently selected shipping method
Order Total - the total amount payable for the order


Order Information
Order ID - the unique ID given to each order
Order Date - the date the order was placed, displayed in the date format set in the global configuration screen
Customer IP Address - the IP address of the computer or device that the order was placed from; useful for security tracking and for orders placed by guests
comment - a space where comments made by the customer during the checkout process will appear, and a space where new comments can be made by the shop administrator when the order status is updated
Requisition Number - (notes soon)
Order Status - displays the current status of the order and of payment, the payment statuses you can choose from include:

(Select: order statuses, payment statuses)


Payment Method - displays the payment method used to place the order, will be blank when making a new order; payment method can be chosen for this order from the payment method options below
Shipping Method - displays the shipping method selected when the order was placed, will be blank when making a new order


Action:
Save + Pay - (notes soon)
Save without Mail - saves the order and returns to the order listing screen
Save - saves the order and send the customer a notification email then returns to the order listing screen
Cancel - returns to the order listing screen without placing the order



The Order Details screen (existing orders)

Order Information:
Order ID - the unique ID given to each order
Order Number - the unique number identifying the order
Order Date - the date the order was placed, displayed in the date format set in the global configuration screen
Payment Method - displays the payment method used to place the order
Payment Reference Number -
Requisition Number -
Order Status - displays the current status of the order and of payment, the payment statuses you can choose from include:

(Select: order statuses, payment statuses)
comment - a space where comments made by the customer during the checkout process will appear, and a space where new comments can be made by the shop administrator when the order status is updated
Customer IP Address - the IP address of the computer or device that the order was placed from; useful for security tracking and for orders placed by guests
Requisition Number - (notes soon)


Billing Address
Displays the details of the billing address given when the order was placed. Clicking on the "Edit" link will open up a lightbox where you can change any of the address details, should there be a need to make amendments


Shipping Address
Displays the details of the billing address given when the order was placed. Clicking on the "Edit" link will open up a lightbox where you can change any of the address details, should there be a need to make amendments


Allowed combination of discounts
(more notes to follow)


Order Details
"New (add) / Delete) links

Per product added to order:
Product Name - indicates the product being added to the order, simply type in the first few letters of the product name and wait a moment for a dropdown list to be displayed with matched results, then click on the name of the product to select it. All attributes, accessories and related products that have been configured for this product will be available to customize the order, and any options that have prices attached will update related prices accordingly.
Note - lists any attributes, accessories or related products that were added to customize this order
Price without VAT/Tax - displays the normal price assigned to the product, with the ability to adjust the price manually when required; changing the price value will automatically update related prices such as product and order totals
VAT/Tax - displays any tax payable that has been defined in the tax rates section
Price - displays the total price payable for each unit of this product, calculating the normal price with any applicable taxes added
Quantity - sets the number of units that have been ordered of this product
Total - displays the total amount payable for the quantity of products being ordered with any applicable taxes added
Order Status - update the status, and add a note to describe the update; you can update the shipping status of each product in the order, and notification emails can be sent to update customers on the progress of part of their order
Action - displays a red cross which when clicked will remove the product from the order, and a green arrow which when clicked will apply any changes that have been made and update the order details


Subtotal - the total amount payable so far for all products being ordered
VAT/Tax - the total value of all the tax calculated for the order
Payment Discount -
Discount - sets the value of any discount that can be manually applied to this order
Special Discounts - sets the value of any special discounts that can be manually applied to this order (more on this to be filled in)
Shipping - displays the total amount payable for the shipping, calculated based on the rates that have been set for the currently selected shipping method

Order Total - the total amount payable for the order


Add Product

Much like the way you add products when making a new order, you can type in the name of the product and pick the product from the dropdown list that will appear, customize any attributes, and then adjust quantity and tax values accordingly. You can add this product to the existing order by clicking the "Add" button, and at present you are limited to adding one product at a time. If product stock levels need to be considered, make sure there is enough product in stock and if there isn't to make sure the pre-order facility is enabled.


Order Status Log

A log is kept of all the order status updates that are made for each order, and details of this log are displayed in this section. You can see the number of updates in the history of the order, the dates and times each update was made, the order and payment statuses that were updated and any comments that may have been attached to the update



Action:
Order List - returns to the Order List screen without saving any changes


Stock Note - generates a PDF of a stock note using the template design for the stock note template
"Print Invoice" icon - opens a new window with a printer-friendly version of the order breakdown and includes a shortcut "print" icon to make printing easier
Shipping Label PDF - generates a PDF document with a shipping label
Send Download Mail - when the order consists of digital and downloadable products, you can click on this link to resend an email to the customer with the download links
Resend Invoice Mail - click on this link to resend the invoice mail to the customer
Back - returns to the Order List screen without saving any changes

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