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This page is where one can view orders selected by order number, by items or with the use of filters.

Navigate to: Orders in the administrative area of the website.

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Description

Order management section consists of two main blocks:

  1. Orders filtering tools.

  2. A block where one can deal with the results of filtering: orders and items selected by applying filters.

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Filters

Filters provide a functionality that helps buyers find a particular order or group of orders by specified criteria. That is, in fact, filters are required to facilitate orders management and make a quick search for orders, for example, orders placed by your website customer Ivanov or all paid orders for a week, etc.

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Next we will show how all filters as they follow in the “Orders” section work. 

Date range

Orders can be filtered by date for:

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To display orders for a certain period you should select the desired value from the dropdown list that appears after you’ve clicked the drop-down arrow:

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Click on the value you want on the dropdown list:

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Once you’ve clicked on the desired range it will appear in the row that contains dates.

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In addition, a possibility to assign a date range manually is provided.To  To do this, click on the row that contains a date to be altered and enter the wanted date:

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Alter the date in one or two data fields.

It is also possible to enter the date using the calendar; to this end, click on the “Calendar” icon next to a date you want to change:

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Select the desired day, month, year (a month or year are selected by clicking the right-hand or left-hand arrow next to a date.

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Once you’ve clicked on a day, the selected value will be put in the date range field automatically.

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You can alter the initial and/or final date in this way. 

Customer

It is possible to filter orders and items by customer data. i.e. view all orders and items of a particular customer.

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  1. User ID.

  2. Surname.

  3. Telephone.

  4. E-mail.

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To fill in any of the fields you should click on it and type a value you need.

You can fill in just one field or all three fields to improve the accuracy of filtering (for example, if you have more than one Ivanov in your database you can make the search more specific by adding e-mail and/or phone to look for orders and items of a particular customer).

 

Orders

This block is meant for filtering by order data: order number and status.

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Filtering by order number

To find an order by its number you need to enter the last digits of the order number other than zero (for example, if the order number is

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ORD-

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0000000020 you should enter value

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20):

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After doing so, click the “Apply” button.

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An order you are looking for will show up on the orders list.

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Filtering by order status

If it is necessary to find all orders with a definite status you can select the desired status from the statuses list and apply a filter. 

Order statuses

  1. Awaiting payment

  2. Awaiting additional payment

  3. Paid

  4. Processing

  5. Additional order

  6. Processing at warehouse

  7. Ready for packing

  8. Ready to ship

  9. Shipped

  10. Completed

  11. Cancelled

 

To select the desired status you should check or uncheck the checkboxes   (for example, you need all orders with a status of “Awaiting payment”):

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Check a checkbox to the left of a status name you need or uncheck those you needn’t at the moment.

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Click the “Apply” button.

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As a result, all orders in the selected status will be displayed on the “By orders” tab.

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Items

One can also view all items chosen by definite statuses:

  1. Awaiting payment
  2. Paid
  3. Price confirmation
  4. OrderedGoods
  5. quality inspectionQuality control
  6. Received at warehouse
  7. PackingPacked
  8. Ready to ship
  9. ShippedPosted
  10. ReceivedCompleted
  11. Returned to vendorsupplier
  12. Impossible Unable to deliver
  13. Cancelled

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To select the status you need place the checkmarks (for example, you need all items marked as “Received at warehouse”“Received”).

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Place the checkmark to the left of a status name:

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Click the “Apply” button.

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As a result, all orders in the selected status will be displayed on the “By items” tab.

 

Resetting filters

If filter settings for orders and items are to be changed, one can either reset filters or narrow down the results of filtering. 

Refining search results

If you need to refine your search further by adding some additional search criteria you should click on the dashed blue underlined text “All parameters”.

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Clicking it will present the user with filters options. Here you can specify additional parameters to view the desired items or orders once again.

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Clearing filters

To clear filters (when you want to see default data again) click the drop-down arrow which is on the “Apply” button on the right-hand side.

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Once you’ve clicked it, a dropdown menu will appear where you can see the “Clear filters” menu option.

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Clicking this menu item will restore filter parameters to the default state. 

Orders list

Description

The orders list is displayed on the “By orders” tab. Here you can view orders that match the default filters parameters or the ones you selected (see the information on how filters work above).

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A number of orders displayed   per page

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The settings for displaying the number of orders per page are available on the “By orders” tab above the table with order details.

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Click on the drop-down arrow next to a digit and select the desired number of orders displayed per page from the dropdown list that appears (for example, 50).

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Once you’ve clicked on the wanted value the page will refresh automatically and orders will be displayed on a page the way you selected (in our example: 50 orders per page).The  The rest of orders (if the number of orders exceeds the selected value) will be shown in the paginated list of results beneath the orders list.

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Orders list description

The orders list represents data summarized in the form of a table.

  1. Order number. Clicking on the order number will take you to order details (where you can view information relevant to an individual order. For more information see the “Order page” Order pagesection).

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  2. Creation date and time. This is where the date (dd.mm.yyyy) and time of order creation are specified.

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  3. Order status. This is an order status that is useful in orders management and search for orders using filters. 

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    This status will also display in your customer’s personal area.

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  4. Items. Lists the statuses of items and the corresponding quantity of items. For example, “Paid 2”, Ready to ship 3”.

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  5. Sum (Paid inOrder (total). This is where the price of an order   in your website’s base currency is specified. The number in parentheses indicates   how much your customer actually paid for goods.

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  6. Buyer Customer/ Balance. The full name of a customer who placed an order and balance information (how much money he/she has in the system to make purchases). Clicking on the customer full name will take you to customer description (for detailed information, see the “Customers” subsection.)

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  7. Operator.

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  8. Provider (Taibao, 1688, Yahoo , etc)

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  9. Actions. The possibility to export or cancel an order (as described below) without going to the order details (see below).

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Actions

Export

Export is a feature that makes it possible to download the desired order to an Excel *xls file to your PC.

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  1. Select the needed order (manually or using filters).
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  2. Click on the gear button in the “Actions” column.
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  3. Click on “Export” in the pop-up menu that appears.

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  4. You will be prompted to save the file. Please save it. After the file has been saved, it is available on your PC:

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  1. Select the orders you need by ticking appropriate checkboxes to the left of the order number.

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  2. Or tick the checkbox in the table header if you need to select all orders on a page automatically.

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  3. Click the “Export” button which is located above the table.Image Added

  4. You will be prompted to save the file. Please save it. After the file has been saved, it is available on your PC:.

 

This file will contain the following information:

  1. Order id – order number

  2. Full name - customer – customer full name

  3. Address - shipping – shipping address

  4. Shipping method – method of delivery

  5. Item - link – link to Taobao item

  6. Color - color– color

  7. Size - size– size

  8. Qty - quantity– quantity

  9. Original price (yuan) - the – the original price in yuans

  10. China deliver (yuan) - China – China delivery cost in yuans

  11. Total price (yuan) – total – total order amount

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Cancelling an order

Once the order has been paid (has been purchased but not been received at the warehouse), it can be cancelled:

  1. Select the order you want to cancel (paying attention to its status).

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  2. Click the gear button in the “Actions” column.
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  3. Select “Cancel” in the dropdown menu that appears.
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  4. Once you have clicked on “Cancel”, a confirm screen will appear asking if you are sure you want to cancel the order. If you are sure you want to cancel it click “Yes”.

After that, the order will be removed from the orders list. You can find it by applying the “Cancelled” filter.

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Once you’ve clicked the “Apply” button you will see the order you cancelled.

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Restoring a cancelled order

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Select a filter: orders marked as “Cancelled” (see above).

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Look for the order you want to restore and click the gear button in the “Actions” column:

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Clicking the gear button will bring up a menu. Select “”Restore” in the menu that appears.

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Once you have clicked on “Restore”, a pop-up will appear asking if you are sure you want to restore the order. If you are sure you want to restore it click “Yes”.

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After clicking “Yes” the restored order will appear in the orders list.

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Items list

Description

The items list is displayed on the “By items” tab. Here you can view items that match the default filters parameters or the ones you selected (see a detailed description of how filters work above).

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Items list description

The items list is represented as a table and contains the following data:

  1. Item Product number. Clicking the item number will open the item page on your website.

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  2. Information. Item photo.

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  3. Item Product status. Item status which is used for filtering (see a detailed description of how filters work above).

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  4. Price. The price of an item in item in your website’s base currency.

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  5. Quantity. The number of ordered items.Order (total)

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  6. Sum. This is an item price multiplied by the number of items.

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  7. Buyer Customer / Balance.  The full name of the customer who placed an order and balance information (how much money he/she has in the system to make purchases). Clicking on the customer full name will take you to customer description (for detailed information, see the “Customers” subsection.)“Customers” subsection.)
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  8. Operator

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  9. Provider  (Taibao, 1688, Yahoo , etc)

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  10. Order. Clicking the order number will bring you to the order details (i.e. all information on a specific order) (for detailed information, see the “Order page” subsection.)

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  11. Actions . The possibility to export an item or change its status (as described below).

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Actions

Altering an order status

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  1. Select the item the order status of which you want to alter (manually or using filters).
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  2. Click on the star icon in the “Actions” column (in the row that contains the selected item).

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  3. Select an order status you need in the menu that appears (in our example: Returned to vendorsupplier).

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  4. Clicking on it will change the order status.

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To alter an order status for multiple items, follow below steps:

  1. Select the desired items by putting a mark in the checkbox to the left of an item number:
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  2. Or tick the checkbox in the table header if you need to select all items on a page automatically.

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  3. Click the “Change status” button which is located above the table.

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  4. Select the status you would like to set for selected items from the dropdown menu that appears (in the example below: Shipped).

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  5. All selected items will change the status to that one you have just chosen.

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  1. Select the needed item (manually or using filters).
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  2. Click on the gear button in the “Actions” column.
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  3. Click on the “Export” in the pop-up menu that appears.
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  4. You will be prompted to save the file. Please save it. After the file has been saved, it is available on your PC:.

This file will contain the following data:

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  1. Select the desired items by putting a mark in the checkbox to the left of an item number:
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  2. Or tick the checkbox in the table header if you need to select all items on a page automatically.
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  3. Click the “With selected” button which is located above the table.
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  4. Click on the “Export” in the pop-up menu that appears.
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  5. You will be prompted to save the file. Please save it. After the file has been saved, it is available on your PC:.

This file will contain the following data:

  1. Number

  2. Link

  3. Image

  4. SKU

  5. Configuration

  6. Quantity

  7. Price, ¥

  8. Delivery, ¥

  9. Total, ¥

  10. Purchased in website base currency

  11. Paid in website base currency

  12. Difference