Manage Orders
The Storefront module has two main admin screens, one for Products and the other for Orders. You can specify which should be displayed on the Storefront Options page and jump from one to the other using a button on each page.
Specify the appropriate search options and click the Search button to view matching orders in the search results grid. Each order is shown with the date it was placed, the order reference number, the user who placed the order and whether this person is a member, the order status, number of items and order value.
The Configure button displays a popup menu of configuration options.
The Reports button displays a list of available Orders reports. Additional filtering options may be available.
The Exports button displays a small drop-down menu with two available exports:
The Open Orders export generates a CSV of all orders, eon row per line item with the order information duplicated as necessary, with the following status values:
- Ready to Ship (paid)
- Partially Shipped (paid and some items have already been sent)
- Pending (not yet paid)
The Filled Orders export shows all orders that have been filled within a specified date range.
The Download Bank button shows all digital products that have been ordered; the resulting screen is described below.
There is no “Add Order” button to create an order. Instead, admins can create orders for members and non-members by building a shopping cart then checking out, selecting a member or non-member, then completing payment.
Maintain Options
The following actions are available by clicking icons in the Maintain column of the Search Results grid:
Order Details
Click the Details link to view the details of an order, including the order reference number and status, ship to and from addresses, line-items, sales tax, and shipping and handling. You will see a screen similar to the following:
This is a read-only display. Click Return to Previous Page to return to the main orders screen.
Shipments
Click the Shipments icon to fulfill an order, or if the order has already been filled, to view previous shipments. If you are filling an order, you will be taken to a screen similar to the following:
The top part of the screen shows open (unshipped) items, including the quantity ordered and the quantity to ship. You can adjust the quantity to ship if necessary (usually because an item is not in stock.)
If all items have been shipped, only the bottom part of the screen is shown.
Click the Ship To / From button to review and adjust the ship to and from values. You will see a screen similar to the following:
You can adjust both addresses. Click Save to save your changes and return to the Order Fulfillment screen, or Cancel to return without saving.
Click the Gift button to adjust whether or not this is a gift. You will see a dialog similar to the following:
If this is a gift, click Yes and enter the gift message. Click Save to save your changes and return to the Order Fulfillment screen, or Cancel to return without saving.
Click the Pick List button to display a form showing the items selected for this shipment. Your computer’s Print dialog will also be shown.
Click the Ship with Quantities as Shown button to generate a new shipment. Check or uncheck the boxes for the Packing List and Shipping Label as needed.
- The first screen shows the Packing List, including the ship to address, a gift message, and the order details. It’s designed to be included inside the carton or envelope.
- The second screen shows a Shipping label, including the ship from and to addresses. It’s designed to be affixed to the outside of the carton or envelope.
Once both screens have been closed, the Order Fulfillment screen is refreshed and a new shipment record is created in the bottom part of the screen.
Cancel
The Cancel link is shown for pending, ready-to-ship, and partially-filled orders. It allows you to cancel the order or the unshipped portion of the order. If appropriate, credits will be issued to the user’s account.
For cancelled orders that were previously pending, and for test orders, clicking this icon completely deletes the order.
Previous Shipments
The Previous Shipments panel shows the date of each shipment created and whether it has actually shipped. This information is usually added after the fact, if you want to record a tracking number and the actual shipping cost. The following icons are available in Maintain column:
| Icon | Description |
|---|---|
 (Edit) |
The Edit link displays the Shipment Status dialog (shown below) that allows you to record the actual shipping method, date, tracking number, and cost. You can also flag this shipment as having been “shipped”. |
 (Print) |
Clicking the Print icon allows you to reprint the packing list and/or shipping label |
|
(Delete) |
Clicking the Delete icon allows you to cancel the shipment and restore these items to the top part of the Order Fulfillment screen, ready to be shipped another time. You will be prompted to confirm this action. This icon is not shown if the order has shipped. |
 (Email) |
Click the Send Email icon to send the customer an email to let them know the order has been shipped. If an email address was not provided with an order, the icon will not appear. |
Here is the Shipment Status dialog, displayed when you click the Edit icon.
Click Return to Previous Page to return to the main orders screen.
Pick List
Use your computer's print window to select the printer and print the pick list.
Click the X in the top right corner to close the popup when you are done printing.