Orders
- 29 Mar 2023
- 5 Minutes to read
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Orders
- Updated on 29 Mar 2023
- 5 Minutes to read
- Print
- DarkLight
- PDF
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By navigating to Store > Orders in your admin panel, you’ll see that you can use the parameters on the left to search for orders. Search fields include Order #, First and Last Name, Email, From/To Date, Order Status, Payment Status, Shipping Status, and Vendors.
Under Advanced are Club, Club Shipment, User Choice Orders, Shipping Strategy, Shipping Type, Ship State, and Pickup Location.
Edit Order Information
You can edit some order information after you process an order. Below are the steps on how to do it:
1. Go to Store > Orders.
2. Open up an Order that you need to customize some of the order information on. You can also view all the order details, including order # and Date, billing information, shipping information, credit card, gift message, order notes, items purchased, SKUs, shipping, handling, and sales tax.
3. Click on the green pencil in the Order Information section.
4. Once you have clicked the green pencil, you will be able to edit:
| Order Type | The Type of the Order. Below are some examples:
|
|---|---|
| Sale Type | If it is Onsite or Offsite. |
| Campaign | Select which Campaign the order should be a part of. |
| Sales Associate | The sales associate gets credit for the order. |
| Sales Attribute | A sales attribute is one of the ways to track, organize and sort your orders coming into WineDirect. |
| Source Code | This is a free text field where you can type in any internal notes or details for the order. |
Information updated in the Admin Panel on an order after it has been placed does not push this new updated information to some integrated web services.
Now this new information updated on your order will allow you to have this newly updated information available in your reporting.
Changing the Order Type after a purchase can confuse reporting results, so please be careful when adjusting your Order Information.
Add A Customer To A 'Guest Customer' Order
You can edit some order information after you process an order. Below are the steps on how to do it:
1. Go to Store > Orders.
2. Open up an Order to which you must add a customer. You can also view all the order details, including order # and Date, billing information, shipping information, credit card, gift message, order notes, items purchased, SKUs, shipping, handling, and sales tax.
3. Click on the person/plus icon in the Billing Information section.
4. Once you have clicked the icon, you can search for a customer already in your WineDirect database. Enter the search information and click Search.
5. Pick the single connection you want to add to this order from the contacts in your search results. Then click the blue arrow in the last column to add the touch. Once you've clicked it, then close the order window.
Complete Multiple Orders
You can select multiple orders and complete them in the Orders listing rather than clicking on each order to complete.
Only orders with the Status Submitted can be completed through this function.
TO COMPLETE MULTIPLE ORDERS:
1. Navigate to Store > Orders in the Admin Panel.
2. Use the left-hand Search Orders parameters to find any Submitted orders you'd like to complete through the Status drop-down menu.
3. Click the checkbox next to the order, or select the checkbox at the top left corner to select all orders in the listing.
4. Once checked, you will see the Actions drop-down menu at the top of the order listing. Select Complete Orders.
5. A window will appear that will allow you to choose if you'd like to Capture Payment, Email Order Confirmations and give you options to mark the Shipping Status.
6. Once you've selected the appropriate order selections, click Apply Changes to finish.
Orders placed on the admin panel will send a confirmation email to the customer. However, the email will not be sent to the admin receiving order confirmation emails from website orders.
Email Customers Through Orders
You can select multiple orders and send emails to these customers through the Orders section instead of using the Send Mass Email tool. For example, this may be helpful if you need to email your customers who have Declined Payments on an order or have Not Picked Up their order yet.
TO EMAIL CUSTOMERS THROUGH ORDERS:
1. Navigate to Store > Orders in the admin panel.
2. Use the parameters on the left to search for orders based on the email document you wish to send.
3. Click the checkbox next to the order, or select the checkbox at the top left corner to select all orders in the listing.
4. Once checked, you will see the Actions drop-down menu at the top of the order listing. Select Email Customers.
5. A pop-up window will allow you to select the Email Category and the Email Document you wish to send. A list of the customers you have chosen to send the email to will also appear below.
6. Select Send Email to send the selected email document.
Search Orders
You can search for orders using the Search filters available under Search Orders. You can combine multiple search filters to refine your search and work through different scenarios.
TO SEARCH ORDERS:
1. Navigate to Store > Orders in the admin panel.
2. There should be a Search Orders section on the left side.
3. Once configured, the Filters, to find the needed orders, click Search.
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