Track and Manage Product/Add On Orders

There will come a time where product orders may need to be tracked or reviewed. This article will explain how you can do this. 

This guide will be split into 2 sections:

• How to manage existing Products
• How to track and amend Orders

 

Step 1: First, head to the Add-ons module on the left side of the Admin area.

How to manage existing Products

Step 2: The products page should be the first page you see, if you are coming from the Orders tab. Click 'Products' in the top right.

Step 3: Click on the Product name to edit/amend the product. You will be redirected to the Product form.

As when you first created the Product, you can amend the following: Product Name, Status, Description, Code, Pricing and linked Membership packages.

If you need help with this you can follow the Membership Add-ons Overview Guide here.

How to track and amend Orders

Step 1: Click the 'Orders' tab in the top right corner

All of your current orders will show in the Orders page, as shown in the above screenshot.

Step 2: You will find general details of the order on this page. If you click onto an order this will take you to the order record. 

From there, you can update:

• The Fulfilment status
• Cancel or Refund items
• Mark the order as paid (for offline payments only).

Fulfilment status

Step 1: Once the Add-on has been provided to the member, you can change the Fulfilment status to Completed. If the Add-on has still not been provided you can keep this as Pending. Lastly, if the order is not being fulfilled for any reason you can change the status to Cancelled.

Step 2: Once you mark this as Completed, the order completed section will show the date and time this was completed:

Cancel or Refund 

We have a separate guide to help you, Cancel or Refund orders.

Mark the order as paid (for offline payments only)

Step 1: From the orders page, find and click on the order that was paid for offline (via cheque, cash or other) and with the pay status as Not paid.

Step 2: Go to the Transactions section, the Pay button will show if there is an outstanding balance.

Step 3: Click on Pay to bring up the 'Make payment' form. The amount can not be changed.

Step 4: You can change the Payment Type if the member has opted to pay via a different offline method. 

Please note: To see the last option (cheque) please click the Payment Type box and scroll down.

Step 5: Set the date the offline payment was paid by the member.

Step 6: Click on the Fulfilment drop down box and select from Pending, Completed or Cancelled status

Please note: In order to view the Fulfilment status' available you will need to scroll down, after clicking on the Fulfilment status box.

Step 7: Finally click 'Confirm pay' to record the payment.

Step 8: Under Transactions, there will be a line for the newly recorded full payment. The outstanding balance will show as £0.00 and there will be no more 'Pay' button.