Managing Orders

The General tab of the completed transaction will give you an overview of the order. The information about the customer's demand, ordering, billing, and shipping address will appear on the top half of the General tab.  The bottom half of the ge...

The order Payment tab after a completed transaction will contain payment information regarding the order.   Payment Tab Terms Manual Mode The manual mode allows you to change the payment status of the order....

A non-compliant order will complete the payment process you have set up with your payment gateway, either Authorize (if you get payment when you ship) or Capture (if you take the money before shipping the product). WineDirect calls non-compliant or...

The order shipping tab allows you to review and add tracking numbers to an order. If the order is shipped in multiple shipments, both tracking numbers can be added to the order, each as a different shipment. You will find the Shipments tab on an ord...

The order email tab resends order information and tracking information to the customer. 1. To send the order confirmation email to the customer,  check the box  and click  Process . 2. At other times, once you have added a...

The order status tab is where admin users can go to complete or cancel an order. Completing an Order Orders can be completed if they have a 'submitted' status. You will also have the option to send a confirmation email to the customer from this...

Use Order Notes for record-keeping purposes or share important details about a specific order with internal team members. You can also designate a Note as a Flag, which will then appear on the General tab of each Order pop-up window. Order Notes and...

The order task section allows you to create tasks for your admin users to follow up on a customer's order. Add A Task 1. Click on the green [+] Add A Task button. 2. Fill out the form, assign the task to the appropriate admin panel user, ...

The Order History tab shows the exact date and time for changes made to the Order by a specified admin panel user. The list of historical Changes is what has changed within the Order.    Order types marked as External in Store > O...