Introduction:

Effectively managing orders is essential for maintaining smooth operations and ensuring customer satisfaction in your online store. This guide provides step by step instructions on how to handle completed, canceled, and marked for fulfillment orders.

Description:

To ensure that your eComm operations run smoothly, it is vital to understand how to navigate and manage different order statuses from placement to completion, cancellation and fulfillment. Testing orders is highly recommended to become acquainted with the software functionalities and to ensure you are comfortable with the order management process before handling real customer transactions. This practice helps identify and rectify any potential issues in the order flow, enhancing your ability to manage orders effectively under various scenarios.

Steps

1. How to Complete an Order:


  • If your store is in Sandbox mode, you will need to use the email of the store administrator (owner) to complete an order. From the Administrator Profile, copy the email to place test orders. 
  • Add a product to the cart, proceed to Checkout, and select a delivery location. Enter the previously copied Administrator Profile email in the email field. 
  • Fill in all the required information and press the Complete Order button.


2. Review the Order:

  • Log into your store's admin panel and navigate to the Orders section. 
  • New orders are listed first, and you can see the new order immediately in the order list.


3. Fulfill the Order:

  • Press the Fulfill products button. 
  • The order status will automatically update to Fulfilled (or Shipped if it was prepaid).


4. Change the Order Status:

  • Click on the order status, e.g., Fulfilled, to open a dropdown menu. 
  • You can change the order status according to the available options.


FAQs:


1. What should I do if an order is stuck in Pending?

  • Review the order details for any missing information or errors in the processing steps and update accordingly.

2. What should I fo if I encounter difficulties while testing my orders?

  • Reach out to your Customer Success Manager (CSM) to discuss your concerns.

3. Can I edit the order details after it has been created?

  • Yes, the order details can be edited as long as the order has not been fulfilled. Once it has been fulfilled, the options for making changes will be limited.