Viewing all orders (eCommerce packages only)

Tracking and managing the orders placed through your online shop is of vital importance. Your shop administration allows you to see who has placed an order and manage the status of the order from when it is received to when it is shipped.

Once a customer has successfully placed an order on your site, it will be listed under the Orders section of the administration menu.

1. Go to Orders > Search Orders.
2. Use one of the below methods to find the orders you need to view:
   • View most recent orders: Click the Go button next to View most recent orders.
   • View individual order number: Enter the unique order number and click the Go button to find a specific order.
   • View orders by number range: Enter two order numbers to search between and click the Go button.
   • View orders by date range: Select a start date and an end date from the two calendars and click the Go button to search for orders placed between those days.
3. The search results are returned.  There is a list of  the basic order details and where you are able to update the order status.

By default, the screen will list all recent orders. Recent orders are considered to be orders with a status of received, pre-order, back order or being processed. By selecting an option from the Currently viewing drop-down box, you can display:

• Shipped Orders: Only those orders that have been marked as shipped.
• Cancelled/Fraudulent Orders: Display only those orders marked as cancelled or fraudulent.
• All Orders: Display all orders ever placed on the site.

Explanation of recent orders screen:

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Viewing/Editing individual order details (eCommerce packages only)

Once an order has been placed on your site, a copy of all the details are saved in My Shop. You can view and edit order details as well as track correspondence with the customer in a notes section.

1. Go to Orders
2. Search for an order. Click View.
3. Check customer details, order & payment status. Fields are explained below.
   
   

   Name:	The customer's name (i.e. Jane Smith).
   IP Address:	This is the unique number allocated to the PC that the customer used to place the order. This information is gathered for security purposes. (i.e. 150.101.203.222)
   Email:	The email address of the client. This is also the address to which emails will be sent when you click on the email button at the recent orders screen.
   Order Status:	The current status of the order. Select from the drop-down to update the order status.  See related articles for more information.
   Bill To:	The customer entered these details as the billing address. Click Map to open a new window that displays the address as a Google map.
   Ship To:	The customer entered these details as the address to which the goods must be sent. Click Map to open a new window that displays the address as a Google map.
   Payment Type:	The payment option the customer used (e.g. Direct Bank Deposit).
   Payment Status:	The status of the payment (approved, declined etc.). Choose another option to edit the payment status.
   Shipping Method:	This is the option that the customer selected from the shipping options list when they placed the order. See related articles for more information.
   Product information:	Below the order information is the product information. This lists all of the products included in the order, the options the customer included and the order value.
   Gift wrapping message:	If the customer has elected to add a message to the order, the text will appear here.
4. Make updates as necessary. Changes are saved automatically.
5. Note significant actions on the order in the Add Notes field. Click the Add to Notes button.

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Printing a My Shop order, invoice or packing slip (eCommerce packages only)

After an order has been placed on your website, you can print out the details of the order, an invoice and a packing slip.

1. Go to Orders.
2. Search for an order. Click the View button.
3. Click on one of the following print options:

• Print Packing Slip: Print the customer name and address details onto a packing slip to be attached to the product.
• Print Full Order: Print the order out in full.
• Print Invoice: Print an invoice to send to the customer with all of the relevant details, including name, address, price and GST.

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Exporting orders to QuickBooks (eCommerce packages only)

After an order is placed on your website, it is saved to the My Shop database.  You can export all of the orders made on your site to a file that can be imported by QuickBooks (accounts management software).

1. Choose Orders > Export Orders.
2. Click Download orders in QuickBooks.
3. Save the file to your computer.

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Exporting Orders to MYOB  (eCommerce packages only)

After an order is placed on your website, it is saved to the My Shop database.  You can export all of the completed made on your site to a file that can be imported by MYOB (accounts management software).

Only completed orders (with a status of Pre-order, Back-order, Being Processed or Shipped) are included in the order export.

1. Choose Orders > Export Orders.
2. Click Download orders in MYOB format
3. Use one of the below methods to find the orders you need to export:
   • View most recent orders: Click the Go button next to View most recent orders.
   • View individual order number: Enter the unique order number and click the Go button to find a specific order.
   • View orders by number range: Enter two order numbers to search between and click the Go button.
   • View orders by date range: Select a start date and an end date from the two calendars and click the Go button to search for orders placed between those days.
4. Save the zip file to your computer.
5. Follow instructions contained in the zip file on how to import the exported orders into MYOB.

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Can I export my orders to a .csv spreadsheet?

Currently it is not possible to export your order details and information to a .csv spreadsheet. It is possible to export to QuickBooks and MYOB.

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