Order viewing:

Orders are displayed by using the "Search orders" interface. The "Search orders" interface is accessed by either clicking on the links provided on the left side under "My Orders" or by clicking on the icons provided on the main page of your personal administration area.

Note: The functionality described herein is not applicable when using the PayPal Processing option for your products.

Each order listing contains the order number, the current status of the order, the date in which the order was placed and the dollar total of the order.

The "current status" of the order is represented by the following codes:
I - Not finished, Q - Queued, P - Processed, B - Backordered, D - Declined, F - Failed, C - Complete.

The "Search results" display also contains several options such as the following:

Print All
Displays order details (excluding the customer's credit card information) for all orders within the "Search results" list in printable format.

Display labels
Displays shipping labels for all orders within the "Search results" list in printable format.

Details
Displays all details of the order and provides additional "processing" functions.

Delete
Allows you to delete the order.

Note: If you have multiple orders displayed from the "Search results", you must specify which order that you wish to work with prior to using the "Details" and "Delete" buttons above. To specify the specific order that you wish to work with, tick the circle checkbox next to the order number.

Order processing:

To process an order, click on either the "Details" button or the order number to view the details of the order.
 

The order "details" page displays all details of the order including the credit card information that the customer provided when checking out. There are also a few additional functions that include the following:

Print order (including CC info)
The "Print order (including CC info)" button opens a new window that displays all order details in a printable format (including the customer's credit card information). This is necessary for manual processing and to keep for your records.

Warning! Do not confuse the "Print order (including CC info)" button with the "Print order (customer's copy)" button (described below). The "Print order (including CC info)" button opens a new window that includes the display of the customer's credit card information (for your records and manual processing) and must be kept under tight security at all times.

Print order (customer's copy)
The "Print order (customer's copy)" button opens a new window that displays the order details in a printable format (excluding the customer's credit card information). This is useful if you would like to include a copy of the order for the customer in the shipment of the order.

Status
The "Status" dropdown box allows you to control the status of the order and keep the customer up-to-date with automated "status notifications". The dropdown box provides a total of 7 statuses including the following:

• Not finished
• Queued
• Processed
• Backordered
• Declined
• Failed
• Complete

The customer is automatically emailed a "status notification" when the status of the order is placed in any one of the following statuses:

• Processed
• Backordered
• Declined
• Complete

Tracking number
This field allows you to enter a tracking number for the product or products when shipped. Providing a tracking number for your customer is extremely advisable when doing business on the Internet. Not providing a tracking number is viewed by many as unprofessional.

Payment Information
The "Payment Information" box contains the credit card information that the customer provided during checkout.

Order notes
This text field allows you to record notes about the order and it's processing that are not visible to the customer. Once you have entered your note or notes, press the "Apply changes" button to save your note or notes.

Let's say for example that the shipment of the order depends on a certain color of material but a new supply of the material will not arrive until tomorrow. You can note in the "Order notes" that the product cannot be shipped until the material arrives. Also, if there are multiple people handling the order processing and shipment, each person can note the current status of the order processing and shipment and enter the time and their initials.

Apply changes button
Whenever you change the status of the order via the "Status" dropdown box or enter a note into the "Order notes" box, you need to press the "Apply changes" button in order to update the order with the new information.

Complete order button
When you have processed the customer's credit card information and have shipped the product or products, change the status order to "Complete" by pressing this button.

Note: you can also change the status of the order to complete by selecting "Complete" from the "Status" dropdown box and pressing the "Apply changes" button.