Track and Manage Products/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 Payments Module on the left hand side of the Admin area then click on Products

How to manage existing Products

Step 2: Then click on  'Products' in the top left corner

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 left hand 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 Order has been provided to the member, you can change the Fulfilment status to Completed. If the Product 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.