Order Management
Complete guide to managing orders, processing payments, and handling fulfillment.
Frequently Asked Questions
How do I view and manage orders in the admin panel?
Navigate to "Orders" from the admin sidebar to view all orders (pending, processing, completed, cancelled), order details (customer, items, total, payment status), order dates and timestamps, and shipping information. Use filters to find specific orders by order status, payment status, date range, customer, or search by order ID.
How do I update order status in the admin panel?
Update order status as it progresses: Pending (order placed, awaiting payment), Processing (payment confirmed, preparing order), Shipped (order shipped for physical products), Completed (order fulfilled and delivered), Cancelled (order cancelled with refund if applicable). Click on any order to view complete details and update status.
How do I process payments for orders in the admin panel?
Verify payment status from payment gateway, mark orders as paid manually (for offline payments), process refunds if needed, and update payment status. Handle different payment scenarios including wallet payments, credit card payments, PayPal, and offline payment methods.
How do I manage shipping for orders in the admin panel?
If ShipRocket is integrated, navigate to "ShipRocket" from sidebar to create shipping labels, track shipments, and update tracking information. For manual shipping, update order status to "Shipped", enter tracking number, add shipping carrier information, save and notify customer.
How do I cancel an order and process refunds in the admin panel?
Open order details, click "Cancel Order", select cancellation reason, process refund if payment was made, notify customer via email. Process refunds for cancelled orders, returned products, payment errors, and customer requests (subject to policy).
Viewing Orders
Accessing Orders
Navigate to "Orders" from the admin sidebar to view:
- All orders (pending, processing, completed, cancelled)
- Order details (customer, items, total, payment status)
- Order dates and timestamps
- Shipping information
Filtering Orders
Use filters to find specific orders:
- Filter by order status
- Filter by payment status
- Filter by date range
- Filter by customer
- Search by order ID
Order Details
Viewing Order Information
Click on any order to view complete details:
- Customer information and contact details
- Order items and quantities
- Pricing breakdown (subtotal, taxes, shipping, total)
- Payment method and transaction details
- Shipping address
- Order timeline and status history
Order Types
Requires shipping and tracking
Instant delivery after payment
Subscription packages
Service bookings and appointments
Processing Orders
Order Status Management
Update order status as it progresses:
- Pending: Order placed, awaiting payment
- Processing: Payment confirmed, preparing order
- Shipped: Order shipped (for physical products)
- Completed: Order fulfilled and delivered
- Cancelled: Order cancelled (refund if applicable)
Payment Processing
Handle different payment scenarios:
- Verify payment status from payment gateway
- Mark orders as paid manually (for offline payments)
- Process refunds if needed
- Update payment status
Shipping Management
ShipRocket Integration
If ShipRocket is integrated:
- Navigate to "ShipRocket" from sidebar
- Create shipping labels
- Track shipments
- Update tracking information
Manual Shipping
- Update order status to "Shipped"
- Enter tracking number
- Add shipping carrier information
- Save and notify customer
Handling Issues
Cancelling Orders
To cancel an order:
- Open order details
- Click "Cancel Order"
- Select cancellation reason
- Process refund if payment was made
- Notify customer via email
Refunds
Process refunds for:
- Cancelled orders
- Returned products
- Payment errors
- Customer requests (subject to policy)
Sales Reports
Viewing Sales Data
Access sales information from:
- "Sales → All Sales" for completed orders
- "Sales → Digital Files" for digital file sales
- "Sales → Download Packages" for package sales
- Export sales data for reporting