Sales & Orders - Manage Orders – buildsupport

Breadcrumb path: Sales & Orders / Manage Orders

You can access this page by clicking on Sales & Orders from your main menu, and Manage Orders from the dropdown menu.

Manage Orders Fundamental

In this section, you will learn to use the Manage Orders module. Manage Orders enables you to View, Sort, and Search your Orders. The main screen displays general information about Orders at a glance, and the Order Details screen shows more detailed information.

Here is an example of how the My Orders page on your website might look, which will reflect on the Manage Orders module in the Build CMS:

When a customer completes an order, it will display in the Orders Manager as shown below:

1 [Download] [Search]. In these fields, you can Download or Search your Orders.

Download. Click this button to open a new window enabling you to Download Orders data. You will have the option to Download All data, and also select the Start Date and End Date for the Data period you would like to Download.

Export Type. This option enables you to select the format you would like to use when you Export the data. The available formats include: PDF, Excel, CSV, JSON.

Search. This field allows you to Search for Orders.

2 Columns. These columns display various information about Orders.

Transaction ID. This column displays the Transaction ID for the Order.

Date Ordered. This column displays the Date Ordered along with the Time.

First Name. This column displays the First Name of the customer who made the Order.

Last Name. This column displays the Last Name of the customer who made the Order.

Brand(s). This column displays the Brand the Order.

Product(s). This column displays the Products included in the Order.

Payment Method. This column displays the Payment Method of the Order.

Merchant Status. This column displays the Merchant Status of the Order.

Captured. This column displays whether the Order was Captured or not.

Eye4Fraud Status. This column displays the Eye4Fraud Status of the Order.

Order Status. This column displays the Order Status.

Total. This column displays the Total price of the Order.

Now that you have learned about the functions of the Order Manager, you can continue by clicking on the Order Details button for an Order to bring up the Order Information screen.

Order Information

At the top of the Order Information screen, you will see the order number, with a menu of Information sections on the left, and a corresponding window of Information on the right side. The Order Information sections are as follows:

1 Manage Order Status. This section enables you to Manage Order Status.

2 General Information. This section displays General Information for the Order.

3 Billing Information. This section displays Billing Information for the Order.

4 Shipping Information. This section enables you to edit the Shipping Information for the Order.

5 Order Summary. This section displays a Summary of the Order.

6 Authorize.net. This section displays Authorize.net information for the Order.

7 Eye4Fraud Response. This section displays Eye4Fraud Response for the Order.

8 Comments. This section displays Comments information for the Order.

9 Void or Refund. This section enables you to Void or Refund the Order.

Now that you have learned about the different Information categories, you can continue with the first section (Manage Order Status).

(1) Manage Order Status

1 Manage Order Status. Click here to reveal the fields to the right (Payment Status and Manage Order Status).

2 Payment Status. This section displays fields regarding Payment Status.

Status. This field displays the Payment Status. Example: Authorized Pending Capture.

Due Date to Capture. This field displays the Due Date to Capture.

Capture. Click this button to Capture the payment for this item.

3 Manage Order Status. This section displays fields regarding Manage Order Status.

Order Status. This dropdown enables you to change the Order Status.

Save Order Status. Click this button to Save Order Status.

Send Status Email. Click this button to Send Status Email for this order.

Status Change History. Click this button to view Status Change History for this order.

Now that you have finished the sections covering Manage Order Status, you can continue to the next section covering General Information.

(2) General Information

1 General Information. Click here to reveal the fields to the right, displaying General Information. This section displays General Information in the following fields:

2 Send Email. Click this button to Send a “Transaction Success” Email to the email address connected to the Order.

3 Order Status, Date Ordered, and Time Ordered.

Order Status. This field displays the Order Status.

Date Ordered. This field displays the Date Ordered.

Time Ordered. This field displays the Time Ordered.

4 User ID and Username.

User ID. This field displays the User ID connected to the Order.

Username. This field displays the Username connected to the Order.

5 Payment Method and Total.

Payment Method. This field displays the Payment Method used for the Order.

Total. This field displays the Total for the Order.

6 G-recaptcha-response and IP Address.

G-recaptcha-response. This field displays the G-recaptcha-response for the Order.

IP Address. This field displays the IP Address connected to the Order.

Now that you have finished the General Information section, you can continue with the next section (Billing Information).

(3) Billing Information

1 Billing Information. Click here to reveal the fields to the right. In this section, you will find Billing Information displayed in the following fields:

2 First Name and Last Name:

First Name: Displays the First Name connected to the order.

Last Name: Displays the Last Name connected to the order.

3 Company and Address:

Company: Displays the Company name connected to the order.

Address: Displays the full billing Address connected to the order.

4 City and State:

City: Displays the City as part of the billing address.

State: Displays the State or province as part of the billing address.

5 Zip/Postal Code and Country:

Zip/Postal Code: Displays the Zip or Postal Code connected to the billing address.

Country: Displays the Country associated with the Order billing information.

6 Phone and Email:

Phone: Displays the Phone number provided for billing or Order contact purposes.

Email: Displays the Email address associated with the Order.

(4) Shipping Information

1 Shipping Information. Click here to reveal the fields to the right. In this section, you will find Shipping Information displayed in the following fields:

2 First Name and Last Name.

First Name. This field displays the First Name connected to Shipping the Order.

Last Name. This field displays the Last Name connected to Shipping the Order.

3 Company and Address.

Company. This field displays the Company connected to Shipping the Order.

Address. This field displays the Address connected to Shipping the Order.

4 City and State.

City. This field displays the City connected to Shipping the Order.

State. This field displays the State connected to Shipping the Order.

5 Zip/Postal Code and Country.

Zip/Postal Code. This field displays the Zip/Postal Code connected to Shipping the Order.

Country. This field displays the Country connected to Shipping the Order.

6 Phone and Email.

Phone. This field displays the Phone connected to Shipping the Order.

Email. This field displays the Email connected to Shipping the Order.

Now that you have finished the Shipping Information section, you can continue with the next section (Order Summary).

(5) Order Summary

1 Order Summary. Click here to reveal the fields to the right. In this section, you will find Shipping Information displayed in the following fields:

2 Order Summary. In this section, the Order Summary is displayed. This includes detailed information about the Order.

Now that you have learned about the Order Summary, you can continue to the next section (Authorize.net).

(6) Authorize.net

1 Authorize.net. Click here to reveal the fields to the right. In this section, you will find Authorize.net information displayed in the following fields:

2 Authorize.net. In these fields, Authorize.net information is displayed. This includes detailed information about the Order.

Now that you have learned about the Authorize.net, you can continue to the next section (Comments).

(7) Comments

1 Comments. Click here to reveal the fields to the right. In this section, you will find Comments information displayed in the following fields:

1 Comments. In these fields, Comments information is displayed.

New Comment. In this field, you can enter a New Comment for the Order.

Save. Click this button to Save the New Comment you have entered above.

Now that you have learned about the Comments, you can continue to the next section (Void or Refund).

(5) Void or Refund

1 Void or Refund. Click here to reveal the fields to the right. In this section, you will find information related to Void or Information displayed in the following fields:

2 Credit Card - Refund Details. In these fields, Credit Card - Refund Details information is displayed.

3 Void. Within the first 24 hours, the Void option is available, which cancels the entire Order. Click on the Void button to Cancel the Order. After 24 hours, that button will change to Refund, and that will enable you to send partial Refunds (as shown below).

4 Refund. In this field, enter the amount for Partial Refund that you would like to send to the customer. Click the Refund button to transfer the amount.

Now that you have learned about Void or Refund, that concludes the section of the user manual covering Sales & Orders - Manage Orders.