Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Managing orders

From: Create Your First Online Store with Drupal Commerce

Video: Managing orders

So, your business is going gangbusters. Your catalog has attracted visitors, and they're buying, but what now? You have to fulfill their orders, and later you'll need to audit the order record figure out your profit and loss. This video shows you how to do that, and tells you how to change settings to affect the purchasing experience. First, let's revisit what the order process is like with a critical eye. To do that I'll start buying something; let's say these Bath salts. Then as usual, I'll check out. I'll just skip the view cart process, and there.

Managing orders

So, your business is going gangbusters. Your catalog has attracted visitors, and they're buying, but what now? You have to fulfill their orders, and later you'll need to audit the order record figure out your profit and loss. This video shows you how to do that, and tells you how to change settings to affect the purchasing experience. First, let's revisit what the order process is like with a critical eye. To do that I'll start buying something; let's say these Bath salts. Then as usual, I'll check out. I'll just skip the view cart process, and there.

When we're complete, we have an order number, number 5 in this case, and as you know, you can view the order when you're logged in either as that user, or as an administrator. Now let's see what that looks like from the administrator's point of view. To do tha, click View orders, and we have a whole list of everything that's come in. That's something you'll probably want to do periodically. You can view them by clicking either on the Order Number, or on the View link, and of course, that gives you a screen that summarizes everything. You can change things in here, and you can look at the payment as well.

Let's say that you fulfilled the order, shipped the widget, set aside the ticket, or whatever. Let's go back here to Edit, and scroll down to the bottom, and see what options we have. One of them is to change the Status from Pending, to Completed, or there are several other steps in the process. But let's just say that we change this one to completed. Mind you, some modules trigger a change in the status automatically, but that varies from module to module. I'll show you a way to force this change in the video Streamlining the checkout process. Now, I do want to mention that if there's more than one administrator on your site, this power to edit an order can be dangerous.

Of course, you can take it away using Drupal's standard system of roles and permissions. To do that, go up to People, and then click Permissions. As we scroll down, you see that there's a group called Order, so you can change who's allowed to administer orders. You can also make it so that people are not able to order unless they are logged in to your site, but no need to go into all those details now. So that's how you see all the orders that came in; under View orders. That's just the way that Drupal Commerce comes by default. You can also create alternate ways of looking at these orders using Views.

I'll show you how to do that in the video, Using Views to gain better oversight. While we are talking about orders, let's take a quick look at how you can change the order flow. We'll do that by going to Configure store, and Order settings. There are a few tabs up here, and we'll start with the first one: Order creation help text. I'm just going to add something here: Allow 48 hours for processing, and this will show up whenever somebody makes the order; very handy. If you click Manage Fields, you can change what people actually see when they order, and Manage Display changes the way that it appears on their screen.

The reason this probably looks familiar is because orders, like products and nodes, are entities, so you work with them in very much the same way. You've learned about entities in the video, Understanding products and other entities. Now, I mentioned earlier in this video that you have to keep checking back to see whether orders have come in, but you can actually set up your store so that you also get an e-mail, so you know to take care of it. This site already sends an e-mail to the person placing the order; we're just going to piggyback on that action. To do that, we'll go and take a look at our rules by clicking Configuration, and then scrolling down, and clicking Rules.

The one that we want to change is Send an order notification e-mail. So I'll go over, and edit it. The thing that changes is not what forces the thing to happen, or under what conditions, but the action itself, so we'll go in and edit that. When we look at the format of this action, it becomes clear what we have to do. First, there is a To area; that's who the mail is going to be sent to, and in our case, we're going to change this, so we also send an e-mail to the administrator. There is a Subject that we can change as we like, the body of the message, and who it's coming from. And in each case, we have a selection of replacement patterns, so we can put in tokens; for example, the site's name, the site's URL, and so forth.

Now let's go back and add another action to send another e-mail. So I'll just go backwards here, and add an action. The action that we want is to Send mail, which is down toward the bottom. We then are faced with all of the selections that we had before. Now, for our To, we're going to send it to the administrator of the site. There is a token for that, site:mail, the administrative e-mail address for this site. So we'll paste that in. Then, of course, we could do the same for the Subject: An order has come through on the site. And of course, the Message of the body: Hurray! Go and check it out.

Actually, the way we'd probably do this is by including a link to the order by using Replacement Patterns and so forth, but this is good enough for now. From, I'll just say once again, from the site e-mail, and save it. If we look down here, the rule now has two actions. The person who made the order gets mail, and the administrator of the site, and obviously you could keep on editing rules to do all sorts of things automatically when you get an order, and in fact, that's how a lot of people run their online businesses. An order comes in, the store sends the shipping department an e-mail, the data gets inserted into a bookkeeper's database, and so on.

As with many other parts of Drupal Commerce, the process is open to just about any kind of customization that you could imagine.

Show transcript

This video is part of

Image for Create Your First Online Store with Drupal Commerce
Create Your First Online Store with Drupal Commerce

35 video lessons · 10863 viewers

Tom Geller
Author

 
Expand all | Collapse all
  1. 16m 44s
    1. Welcome
      54s
    2. Previewing the finished project
      4m 10s
    3. Surveying the store-building process
      4m 29s
    4. Using the exercise files
      7m 11s
  2. 12m 12s
    1. Installing Drupal Commerce using Commerce Kickstart
      6m 5s
    2. Configuring your store's basic information
      6m 7s
  3. 31m 29s
    1. Accepting PayPal payments
      5m 9s
    2. Setting up individual products
      3m 17s
    3. Displaying products
      6m 30s
    4. Categorizing products
      5m 31s
    5. Adding simple taxes
      4m 39s
    6. Seeing your site from the customer's viewpoint
      3m 26s
    7. Processing orders
      2m 57s
  4. 17m 39s
    1. Understanding products and other entities
      3m 3s
    2. Understanding line items
      3m 16s
    3. Understanding rules
      5m 10s
    4. Integrating your store into a Drupal site
      6m 10s
  5. 29m 46s
    1. Adding product variations
      7m 2s
    2. Managing product variations
      3m 50s
    3. Importing simple products
      10m 11s
    4. Importing complicated products
      8m 43s
  6. 29m 52s
    1. Shipping products
      4m 50s
    2. Managing inventory
      4m 30s
    3. Managing orders
      5m 39s
    4. Managing customer profiles
      4m 55s
    5. Using Views to gain better oversight
      5m 0s
    6. Accepting other payment methods
      4m 58s
  7. 24m 52s
    1. Changing your store's look
      6m 24s
    2. Streamlining the checkout process
      5m 19s
    3. Launching your store
      13m 9s
  8. 29m 25s
    1. Offering product discounts
      8m 56s
    2. Gaining insight from Google Analytics
      5m 45s
    3. Making your site more visible to search engines (SEO)
      5m 52s
    4. Encouraging customer buzz
      8m 52s
  9. 56s
    1. Goodbye
      56s

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Create Your First Online Store with Drupal Commerce .

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.