What is the Store Orders Menu?

When a store visitor attempts to complete checkout on your storefront an order will be created in your Control Panel. The Store Orders menu is the "staging area" for all successful and unsuccessful attempts at checkout.

How do I use the Store Orders Menu?

The Store Orders Menu is separated into five different order status folders; New Orders, Not Finalized, Processed, Completed, and Cancelled. All successful checkout attempts will be displayed within "New Orders" which is the initial menu screen when you click on the Store Orders link. View the orders from each status menu by selecting a status from the drop-down menu at the top right hand corner, "View by Status:". The screen will refresh and display any orders that have been placed or moved in to that status.

You have the option to change the status of your orders in bulk. Using the check marks to the left of each order, mark all orders you want changed. Then select a new status from the drop-down menu at the bottom of the Store Orders screen marked "Changed selected status to". Click the "Print Selected" button to the right to print invoices in bulk that can be used as packing slips for your orders.

You also have the option to view and print orders individually by clicking on the "Edit" and "Print" buttons displayed to the right of each order.

Can I make changes to the orders?

Clicking on the "Edit" button for any individual order from the Store Orders Menu will open the "Order Details" screen. The Order Details screen displays all information for each section of the order. You have options to add specific information to each order, make status changes, and print shipping invoices.

You have the option to add:

• Tracking Number: codes given from shipping carriers such as UPS and FedEx, which your customers can use to track the progress of their order through the shipping carrier's website
• Order Notes: comments visible to your customers usually regarding the current status of their order
• Admin Notes: comments visible only to yourself and other Control Panel Users

Click the "Save" button at the bottom of the screen to store your changes. Orders can be removed from your store, including all order status folders by clicking the "Delete" button. To exit the Order Details screen without saving any changes click the "Cancel & Return" button to go back to the Store Orders Menu.

Please note: deleted orders cannot be retrieved from your store; use this option carefully.

Can I view the full Credit Card Number?

For security purposes Credit Card Numbers are masked in the Payment Information section of the Order Details screen. If you need to view the Credit Card Number from an order, click on the "Show Card Number" button. The screen will refresh with the full credit card number used on the order.

Please note: if you are viewing the full Credit Card Numbers you will need to make sure that your customers’ information is secure. Have you heard about CISP and PCI? Are you up to date with the latest security practices and certifications? Read more about CISP, PCI, and the latest security practices from VISA.

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