Knowledgebase

Managing Orders  Print this Article

Orders are created when a customer completes the checkout process and are visible by Admin and Shop Manager users only. Each order is given a unique Order ID.

Order IDs are just like Post IDs and are thus non-sequential – for sequential order numbers you can use a plugin.

An order also has a status. The order statuses let you know how far along the order is, starting from pending and ending with complete. The following order statuses are used:

  • Pending payment – Order received (unpaid)
  • Failed – Payment failed or was declined (unpaid)
  • Processing – Payment received and stock has been reduced- the order is awaiting fulfilment
  • 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 – no further action required
  • Refunded – Refunded by an admin – no further action required
If you are using PayPal and orders are staying pending you could have an IPN issue. See the troubleshooting section here.

Viewing orders

WooCommerce-Order-OverviewWhen you start taking orders the order management page will begin to fill up. You can view these orders by going to WooCommerce > Orders in the left hand admin menu.

Each order row displays useful details such as the customers address, their email, telephone number, and the order status. You can click on the orders number or the ‘view order’ button to see the single order page (this is also where you can edit the order details and update the status).

WooCommerce Order Quick ActionsOrder rows also have some handy shortcut buttons for marking orders complete and processing, should you want to do so quickly.

 

 

You can filter the list of displayed orders by date, status and customer by using the form at the top of the screen:

Filter WooCommerce Orders

 

Editing/viewing single orders

From the single order page not only can you view all order data, you can edit and update it. You can:

  • Change the order status
  • Edit order items – modify the product, prices, and taxes
  • Stock – Reduce and restore stock for an order
  • Order Actions – Resend order emails to the customer using the drop down menu above the Save Order button. Send New Order, Processing Order, Completed Order or Customer Invoice emails – very handy if manually creating an order for your customers
  • Modify product Meta to edit product variations by removing and adding meta.

Order Data

The order data panel lets you modify the order status, view (or change) the customers order note, and change which user the order is assigned to.

Here you’ll also find the customers billing and shipping addresses. To edit the addresses click ‘edit’ and a form will be revealed. Once saved, the new address will be displayed, in a localized format.

WooCommerce-Order-Details

Order Items

 

Please note: To edit the order, the status must be set to “On Hold” or “Processing Payment”.

The next panel on the order page is the order items panel. This panel lists items which are in the order, as well as quantities and prices.

 

WooCommerce Order Items

 

The editable parts of line items include:

  1. Tax Class – Tax class for the line. This may be adjusted if, for example, the customer is tax exempt.
  2. Quantity – The quantity of the item the user is purchasing
  3. Line Subtotal – Line price and line tax before pre-tax discounts
  4. Line Total – Line price and line tax after pre-tax discounts
  5. Add Meta – Add and remove meta to change product variable options.

Here you can also add additional fees for items. Click “Add fee” and fill out the fee name, tax status and amount:

wc_2-1_add_order_fee

To add custom meta fields, use the regular “Custom Fields” metabox:

wc_2-1_custom_fields

Order Totals

The order totals panel stores totals and tax for the order. You can enter these values yourself or have them part calculated for you using the ‘calc totals’ button. The totals comprise of the following:

  • Cart Discount – pre-tax discounts. Can be auto-calculated.
  • Order Discount – post-tax discounts. Need to be input manually.
  • Shipping cost – cost excluding tax.
  • Shipping method – name of the method.
  • Cart tax – cart tax total.
  • Shipping tax – shipping tax total.
  • Order total
  • Payment method – name of the payment method used.

There are two buttons available on this panel – calc taxes and calc totals. Calculating taxes will use your prices, and calculate the tax based on the customers shipping address. If the customer’s address has not been input, it will default to the stores base location.

There is also a section called tax rows. This is where you can define (and name) multiple tax rows. This is useful if, for example, you take multiple taxes or use compound taxes. These values are displayed on the customer invoice.

Adding an order manually

Add an order using the ‘Add New’ link at the top of the orders page. Once added you can input the customer details, add line items, and calculate the totals. You should set a relevant status for the new order – if it needs to be paid use ‘pending’.

After saving, you can use the Order Actions dropdown to email the Customer Invoice with payment instructions. To send, be sure to select Save Order.
WooCommerce Order Actions

Order/Customer Notes

The ‘Order Notes’ panel displays notes attached to the order. These are used for storing event details, such as payment results or reducing stock levels, and for adding notes to the order for customers to view. Some payment gateways also add notes for debugging.

The notes panel - for internal use, or notifying customers

The notes panel – for internal use, or notifying customers

The notes feature can be a very powerful tool for communicating with customers. Need to add a tracking number for shipping? Some stock is delayed? Add a customer note and they will be automatically notified.

When added, customer notes are highlighted in purple. Customers receive notes via email, but can view them by viewing an order, or using the WooCommerce order tracking page.

Refunding Orders

Starting with WooCommerce 2.2+, it is now possible to do refunds directly from WooCommerce if your payment gateway allows it.

For more information about Manual and Automatic Refunds, please review the WooCommerce Refunds documentation.

Was this answer helpful?

Powered by WHMCompleteSolution