Order Manager

Order ManagerWhen viewing an individual order, the Order Manager switches to a single order view, used to view updates and manage a single order. When in this view, the Order Manager reveals these detail panels and tools:

  • A payment status stamp, for a quick glance at the payment status on the order.
  • Items Ordered panel, used to display the order contents, including items, shipping, tax, and total.
  • Billing Address and Shipping Address panels.
  • Customer panel, containing additional account and contact information.
  • Management panel, used to view transaction status information, print the order, issue refunds, cancel pending orders, mark payment, and send shipping notices.

Management

Management Panel

The Management panel displays the most recent order status event, and provides functions for printing the order, canceling a pending order, sending a shipment notice, charging the order, or refunding an order that has been charged.

Depending on the features of your payment gateway, charge order and refunds may occur automatically.

In the Management panel, the transaction controls will adapt to the current order status. For instance, when the order has been authorized for payment, but has not been marked charged, a Charge Order button will appear, and the Cancel Order button is available. Once the order has been marked charged, the Charge Order and Cancel Order buttons will be hidden, and a Refund button will be revealed.

Charging Orders

Once an order has been invoiced and payment has been authorized, the merchant must charge the order, unless the payment has already been charged automatically by the payment gateway. Normally, when selling shipped items, payment authorization is obtained, but charging the order amount happens at the time of shipment.

If the payment gateways supports pre-authorizing a payment, and a delayed charge, the Order Manager can be used to initiate the charge through the payment gateway.

To initiate a charge from the Order Manager:
  1. Open the Order Manager list view by logging into the WordPress Admin and navigating to ShoppOrders.
  2. Order Manager order recordLoad the order to charge in the Order Manager by clicking the order number link.
  3. In the Management panel, click the Charge Order button to initiate the charge. If your payment gateway does not support merchant initiated charges remotely, you may need to access your payment gateway’s website to capture the payment there instead.

Refunds

After payment has been received on an order, circumstances may require issuing a refund. For instance, if a product is returned, or a refund is requested by the customer, or if instructed to issue a refund by the payment card processor. When supported by the payment gateway, you can issue a refund from the Order Manager.

To initiate a refund from the Order Manager:
  1. Open the Order Manager list view by logging into the WordPress Admin and navigating to ShoppOrders.
  2. Order Manager order recordLoad the order to refund for in the Order Manager by clicking the order number link.
  3. Refund OrderIn the Management panel, click the Refund button to reveal the Refund Order dialog within the panel.
  4. Type a brief message to the customer. This message will be sent with the refund notification email to the customer’s email address.
  5. Select the reason for the refund. These reasons are user defined, and can be modified from your store preferences in the ShoppSetupPreferences admin page.
  6. Enter the amount to refund. This amount defaults to the total order amount.
  7. Optionally, check the Mark Refunded box, to force the refunded status in Shopp. Note, like merchant initiated charges, merchant initiated refunds may be unsupported by your payment gateway. If you are required to mark the order refunded in this way, you will usually be required to process the actual refund through your payment provider’s website.
  8. To complete the refund notification, click the Process Refund button. If your payment gateway module supports merchant initiated refunds, the refund will be processed at this time.

Order Cancellation

After a payment has been invoiced on an order, but before accepting payment, an order can be voided. Canceling an order will simply remove the open balance that was invoiced on the order, and set a custom order status that you have assigned to the voided order event.

To void/cancel a pending payment:
  1. Open the Order Manager list view by logging into the WordPress Admin and navigating to ShoppOrders.
  2. Order Manager order recordLoad the order to cancel in the Order Manager by clicking the order number link.
  3. Cancel OrderIn the Management panel, click the Cancel Order button to reveal the Cancel Order dialog within the panel.
  4. Type a brief message to the customer. This message will be sent with the cancellation notification email to the customers email address.
  5. Select the reason for the cancellation. These reasons are user defined, and can be modified from your store preferences in the ShoppSetupPreferences admin page.
  6. Optionally, check the Mark Cancelled box, to force the a voided order balance in Shopp without payment gateway processing. Note, like merchant initiated charges or refunds, merchant initiated voids may be unsupported by your payment gateway.
  7. To complete the cancellation notification, click the Cancel Order button. If your payment gateway module supports merchant initiated cancellations, the invoiced balance will be voided at this time.

Shipping Updates

The Order Manager can also be used to send shipping tracking information to the customer, by sending a shipment notification.

To send a shipment notification:
  1. Open the Order Manager list view by logging into the WordPress Admin and navigating to Shopp → Orders.
  2. Order Manager order recordLoad the order to mark shipped in the Order Manager by clicking the order number link.
  3. ShipmentsIn the Management panel, click the Send Shipment Notice button to open the Shipments editor.
  4. From the Carrier menu, select the carrier that will deliver the shipment.
  5. Add the carrier’s tracking number to the field provided.
  6. Optionally, add additional shipments to the notification by clicking the Add Shipment button.
  7. Finally, click the Send Shipping Notice button to send the notice to your customer.

Current Order Status with shipment detailsFor supported carriers, and for your convenience, the tracking number will be linked to carrier’s shipment website.

  1. Avatar of Nick Jessen

    This is an awesome section only one issue with it. It doesn’t show up in the WordPress Admin. My product key has been activated and there are orders because they show on the dashboard. How do I get it to show up in the admin, that and the customers tab?

    August 28th   #

  2. Avatar of Nick Jessen

    Never mind it was the WP Customer Reviews plugin it has the same admin menu index as the Shopp menu so it was never displayed.

    August 28th   #

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