1. Managing Orders
1a. Order Status
An order also has a Status. Order statuses let you know how far along the order is, starting with “Pending payment” and ending with “Completed.” The following order statuses are used:
- Pending payment — Order received, no payment initiated. Awaiting payment (unpaid).
- Failed — Payment failed or was declined (unpaid) or requires authentication (SCA). Note that this status may not show immediately and instead show as Pending until verified (e.g., PayPal).
- Processing — Payment received (paid) and stock has been reduced; order is awaiting fulfilment. All product orders require processing, except those that only contain products which are both Virtual and Downloadable.
- Completed — Order fulfilled and complete – requires no further action.
- On hold — Awaiting payment – stock is reduced, but you need to confirm payment.
- Cancelled — Cancelled by an admin or the customer – stock is increased, no further action required.
- Refunded — Refunded by an admin – no further action required.
- Authentication required — Awaiting action by the customer to authenticate the transaction and/or complete SCA requirements.
2. Viewing and Managing Multiple Orders
2a. Orders Overview
When a shop starts taking orders, the Orders management page begins to fill up. Go to: QuarterMaster > Orders.
Each row displays several details. Some are there by default, others can be added. These are the available options:
- Order number and customer name,
- Date of purchase,
- Order status,
- Billing address,
- Shipping address,
- Purchase total, and
2b. Filter and Arrange Orders
Filter orders by Date (month/year) or by registered customer.
- Select the month, or search for a customer.
- Select Filter.
Arrange orders in ascending or descending order by Order number, Date or Total by select the heading.
Note that the “Total” column does not take the refunded amount into consideration.
Click the order number and customer name to see the Single Order page, where you can also Edit order details, Update Status, and Add Notes.
2c. Previewing Orders
Order rows have a Preview “eye.”
Clicking Preview opens a Modal, containing the order number, order status, billing details, payment method, shipping details, shipping method, items ordered, and the option to change the order status.
2d. Order Status in the Overview
Order Statuses are color-coded and descriptive.
- Cancelled – Grey
- Completed – Blue
- Failed – Red
- On Hold – Orange
- Pending Payment – Grey
- Processing – Green
- Refunded – Grey
2e. Order Actions
Hovering over an order Status displays Notes made on the order.
At the end of a row are shortcut buttons to quickly mark orders as Processing or Complete.
3. Viewing and Editing a Single Order
From the Single Order page you can view, edit and update all order data.
- Change the order status.
- Edit order items – modify the product, prices, and VAT.
- Stock – Reduce and restore stock for an order.
- Order Actions – Email order details to customer (handy if manually creating an order for your customers) or Regenerate download permissions.
- Modify product Meta to edit product variations by removing and adding information.
- Apply coupons. You will need to know the coupon code to apply to the order. Coupon usage counts are tracked, and coupons can also be removed from orders. Note: the order must be unpaid for coupons to have an effect.
- Add fee. You can enter an amount or percentage to add a fee to an order. Negative fees will apportion VAT between all other items and will not make the cart total go below zero.
3a. Order Details
- Order number
- Payment details
- Order date and time
- Order status
- Customer details:
- Username and email, together with a link to view their profile and other purchases the customer may have had in the past
- Billing details
- Shipping details
Editing Order Details
With the appropriate permissions an administrator can:
- change the date and time, use the dropdown date selector and the quantity selectors for the time.
- change the status, choose the right status in the dropdown.
- change the customer, select the current customer and search for the new customer.
Under “Billing” and “Shipping”, several other contact details can be managed.
- Under “Billing”, the following can be changed:
- Billing address — this can also be loaded from the customer’s profile by selecting “Load billing address”.
- Phone number
- Payment method and details
- Under “Shipping”, the following can be changed:
- Shipping address — this can also be loaded from the customer’s profile or copied from the billing address.
- Customer provided note.
Once changes are made, select Update to update the order.
3b. Order Items and Totals
The next panel on the order page is the Order Items panel. This contains the product items, the shipping details, and the order summary.
- Each product item row lists:
- Product image
- Product name
- Single product Cost
- Total (Cost x Quantity, with discounts taken into consideration)
- Below that, the shipping details are displayed. This will include:
- Shipping method
- Boxed items
- Total cost
- The last section contains an overview of the order costs. This section will change if an order is refunded. By default, it will include:
- Items subtotal — cost excluding VAT.
- Coupon(s) — amount deducted based on the use of coupons; the coupons used are displayed left in this section.
- Shipping — the shipping cost for the order.
- VAT — the amount of VAT for the whole order; this will be replaced by the VAT code applied to the order.
- Order total — the total of the above costs.
- Finally, below the line, an overview of what is paid and the fees taken by payment gateways.
Editing or Adding Order Items
Apart from refunding, order items cannot be edited, unless the order status is “Pending payment”, or “On hold.”
Product items. Select the pencil icon next to a product line to edit.
The following product items can be edited:
- Add Meta — Add and remove meta to change product variable options.
- Quantity — Number of items the customer is purchasing.
- Total — Line price and line VAT before pre-VAT discounts.
- VAT — VAT cost. For example, if a customer is VAT-exempt you may want to remove the VAT.
Other actions. Next, you can do four actions at the bottom of this window:
- Add item(s) — this will show you six new options:
- Add product(s) — Add additional products to the order.
- Add fee — Add an additional fee, such as gift wrapping.
- Add shipping — Add a shipping cost. Once added, select the pencil icon to update the name, the method, the cost, and the VAT.
- Cancel — Cancel if you do not want to make any changes.
- Save — Save once the changes are made.
- Once finalised, select Recalculate to make sure all the changes are reflected in the order totals.
- Apply coupon — If your customer forgets to add the coupon could or you want to reward the customer before they pay, selecting this option will show a modal that allows you to apply a coupon code.
- Refund — to refund the customer.
3c. Custom Fields
3d. Order Notes
The Order Notes panel displays notes attached to the order and can be used for storing event details, such as payment results or reducing stock levels, or adding notes to the order for customers to view. Some payment gateways also add notes for debugging.
The following note types are possible:
- Purple: System status notices, such as payment gateway details.
- Grey: General status updates, such as status changes or private notes. Customers do not see these notes but may receive notification of them, e.g., when the status changes from processing to completed, an email may be sent (depending on your settings).
- Blue: Notes to the customer. Customers receive notes via email but can view them by viewing an order, or using the WooCommerce order tracking page.
Notes can be a powerful tool for communicating with customers or other store managers. Need to add a tracking number for shipping? Is stock delayed? Add a customer note, and they are automatically notified.
To add a note,
- Use the text area to add the content of the note.
- Select Private note or Note to customer in the dropdown.
- Select Add.
4. Manually Adding an Order
To add an order:
- Go to: QuarterMaster > Orders.
- Use Add New at the top of the page. The Single Order page appears.
- Input customer details, add line items, apply coupons, apply fees and calculate totals. These are the same as the Editing or Adding Order Items.
- Set a status for the new order, e.g., If it needs to be paid, use “Pending payment.”
Use the Order Actions dropdown to Email order details to the customer with payment instructions.
5. Paying for an Order
Orders that are “Pending payment” can be paid for through the payment link.
As the shop manager, you can find this link on the order overview:
- If the customer is a Guest, anyone with the right link will be able to view the payment page and pay for the order.
- If the customer is registered on your site,
- Only this customer will be able to see the payment link once they are logged in.
- The customer can also find the order in: My Account > Orders.
If the customer is assigned to the order, they will be asked to log in before paying:
6. Removing Personal Data
- Go to: Quartermaster > Settings > Accounts & Privacy.
- Enable Allow personal data to be removed in bulk from orders.
- Save changes.