Sales & Orders - Manage Orders

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 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.

• Order Status. This column displays the Status for the Order.

• Date Ordered. This column displays the Date Ordered.

• 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.

• Products. This column displays the Products included in the Order.

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

• Order Details. This column displays a button leading to more in-depth Order Details.

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

• ● 2 Billing Information. This section displays Billing Information for the Order.

• ● 3 Shipping Information. This section displays Shipping Information for the Order.

• ● 4 Order Summary. This section displays a Summary of the Order.

• ● 5 Authorize.net. This section displays Authorize.net information for the Order.

• ● 6 Comments. This section displays Comments for the Order.

• ● 7 Manage Order Status. This section enables you to Manage Order Status.

• ● 8 Refund. This section enables you to Refund the Order.

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

(1) General Information

● 1 This section displays the following fields of General Information:

• ● Send Email. This button allows you to Send a “Transaction Success” Email to the address associated with the Order.

• ● Order Status. This field displays the Order Status.

• ● Date Ordered. This field displays the Date Ordered.

• ● Time Ordered. This field displays the Time Ordered.

• ● User ID. This field displays the User ID of the Order.

• ● Username. This field displays the Username of the Order.

• ● Payment Method. This field displays the Payment Method of the Order.

• ● Total. This field displays the Total cost of the Order.

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

(2) Billing Information

● 2 This section displays the following fields of Billing Information:

• ● First Name. This field displays the First Name associated with Billing the Order.

• ● Last Name. This field displays the Last Name associated with Billing the Order.

• ● Company. This field displays the Company associated with Billing the Order.

• ● Address. This field displays the Address associated with Billing the Order.

• ● City. This field displays the City associated with Billing the Order.

• ● State. This field displays the State associated with Billing the Order.

• ● Zip/Postal Code. This field displays the Zip/Postal Code associated with Billing the Order.

• ● Country. This field displays the Country associated with Billing the Order.

• ● Phone. This field displays the Phone associated with Billing the Order.

• ● Email. This field displays the Email associated with Billing the Order.

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

(3) Shipping Information

● 3 This section displays the following fields of Shipping Information:

• ● First Name. This field displays the First Name associated with Shipping the Order.

• ● Last Name. This field displays the Last Name associated with Shipping the Order.

• ● Company. This field displays the Company associated with Shipping the Order.

• ● Address. This field displays the Address associated with Shipping the Order.

• ● City. This field displays the City associated with Shipping the Order.

• ● State. This field displays the State associated with Shipping the Order.

• ● Zip/Postal Code. This field displays the Zip/Postal Code associated with Shipping the Order.

• ● Country. This field displays the Country associated with Shipping the Order.

• ● Phone. This field displays the Phone associated with Shipping the Order.

• ● Email. This field displays the Email associated with Shipping the Order.

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

(4) Order Summary

● 4 This section displays a screenshot of the Order Summary where a variety of information about the Order is collected in one easily accessible place.

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

(5) Authorize.net

● 5 This section displays the following fields of Information related to Authorize.net:

• ● Transaction ID. This field displays the Transaction ID for the Authorize.net Order.

• ● Response Code. This field displays the Response Code for the Authorize.net Order.

• ● Response Reason Code. This field displays the Response Reason Code for the Authorize.net Order.

• ● Response Reason Text. This field displays the Response Reason Text for the Authorize.net Order.

• ● Authorization Code. This field displays the Authorization Code for the Authorize.net Order.

• ● Address Verification Service. This field displays the Address Verification Service for the Authorize.net Order.

• ● Card Code Response. This field displays the Card Code Response for the Authorize.net Order.

• ● Card Code Response Text. This field displays the Card Code Response Text for the Authorize.net Order.

• ● Name On The Card. This field displays the Name On The Card for the Authorize.net Order.

• ● Credit Card Type. This field displays the Credit Card Type for the Authorize.net Order.

• ● Credit Card Number. This field displays the Credit Card Number for the Authorize.net Order.

• ● Credit Card Expiration. This field displays the Credit Card Expiration for the Authorize.net Order.

• ● Cardholder Authentication Verification Response. This field displays the Cardholder Authentication Verification Response for the Authorize.net Order.

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

(6) Comments

● 6 This section displays any Comments associated with the Order.

Now that you have learned about the Comments section, you can continue to the next section (Manage Order Status).

(7) Manage Order Status

● 7 This section enables you to change the Order Status. Order Status is linked to the Notifications module, where changes in Order Status can be set up to trigger a Notification. Click the dropdown to reveal the following options:

• ● Failed. This Order Status indicates that an Order has Failed.

• ● New Order. This Order Status indicates that an Order is New.

• ● Shipped. This Order Status indicates that an Order has Shipped.

• ● Delivered. This Order Status indicates that an Order has been Delivered.

• ● Cancelled.  This Order Status indicates that an Order has been Cancelled.

• ● Ready for Pickup. This Order Status indicates that an Order is Ready for Pickup.

• ● Picked up. This Order Status indicates that an Order has been Picked up.

• ● Processing. This Order Status indicates that an Order is Processing.

• ● Printed. This Order Status indicates that an Order has been Printed.

Now that you have learned about the Order Status section, you can continue to the next section (Refund).

(8) Refund

● 8 This section displays Refund Details and enables you to apply a Refund for the Order.

• ● Shipping. This field displays the Shipping cost value.

• ● Tax. This field displays the Tax value.

• ● Promo Code Discount. This field displays the Promo Code Discount value.

• ● Other Discount. This field displays the Other Discount value.

• ● Total Amount. This field displays the Total Amount value.

• ● Refunded Amount. This field displays the Refunded Amount value.

• ● Available Amount. This field displays the Available Amount value.

• ● Refund Amount [Refund]. In this field, you can enter a Refund value, and click the Refund button to apply the value.

Now that you have learned about Refund Details, that completes the user manual section for Manage Orders.