Join Patrick Rauland for an in-depth discussion in this video Managing orders, part of WordPress Ecommerce: WooCommerce.
- [Instructor] We've made sure that everything works for the customer, now we need to see how the store owners can manage their orders. If we click on WooCommerce Orders, you can see a list of all of the orders in your store. Now, there should only be a couple in there right now, but once your store gets up and running, you'll actually have a ton of orders here and you'll want some way to filter them. You can filter by the order status up top. You can see Completed and Processing orders. Complete means there's nothing else we have to do.
The order has been paid for and shipped. Processing means that the order has been paid for, but hasn't yet been shipped and we have yet to do that. You can also filter by a specific date or for a specific customer. Let's go into order 151, and here we can see all the General Details, the Billing Details, the Shipping Details, and everything we need to know about this order. Over here on the right, we'll see the Order Notes. The purple ones are payment information from our gateway.
If we ever needed to look up a charge within Stripe, that Charge ID will let us do so. We can also see when order status has changed from pending to processing, or from processing to completed, stuff like that. There are a few additional types of Order Notes. There are Private Notes that are really great for sharing information to our own team. I could say something like this customer is really anxious to get their order and we should make it happen as soon as possible. And anyone on my team can see that, but the customer can't.
There are also Notes to Customers. These will be logged here in the Order Notes, and an e-mail will be sent to the customer. Notice the different colors here. The private notes are gray, the public ones are blue, and the payment information is purple. Now let's say we pack up this order and drop it off at the post office. We can change the Order status over here to Completed, and then click Save Order. If we go back to the Order page, and I'll see that order 151 is complete instead of processing.
That's that little blue checkmark. Now if you ship multiple products at the same time, it's inconvenient to go into each product and ship them one by one. It's much easier to do it from this screen. You can click the little checkmark, and the order status will be changed. We're almost done here. For the most part, managing orders means shipping the packages and marking them as complete, but sometimes you'll also have to refund orders. Let's go into an order to refund it. I'll go back into Order 151, and then I'll scroll down to the payment information.
Now I can refund any amount. Right now I'll refund the total. I can add an optional reason to refund it. Refunding manually means I have to go into the payment gateway to finish the refund, but for many modern gateways, like Stripe, there's a Refund via Stripe. This will do everything for us and automatically refund the payment within Stripe. This saves us a lot of work. As soon as I did this, the order status was changed and the payment was refunded. If I go back to the Orders page, you'll now see a different icon.
Up next, we'll look into other responsibilities you may have while running your store.
- Why WooCommerce?
- Installing WooCommerce
- Setting up your store
- Adding products, including images and data
- Creating a subscription product
- Setting up shipping
- Configuring payment options
- Setting up taxes
- Customizing your theme
- Connecting Google Analytics and MailChimp
- Managing orders and reports