Сравнение версий

Ключ

  • Эта строка добавлена.
  • Эта строка удалена.
  • Изменено форматирование.

...

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

Image Modified

Description

...

  1. Orders filtering tools.

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

Image Modified

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.

...

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:

Image Modified

Click on the value you want on the dropdown list:

Image Modified

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

Image Modified

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

Image Modified

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:

Image Modified

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.

Image Modified

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

Image Modified

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

...

  1. User ID.

  2. Surname.

  3. Telephone.

  4. E-mail.

Image Modified

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

...

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

Image Modified

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 ORD-0000000020  you should enter value 20):

Image Modified

After doing so, click the “Apply” button.

Image Modified

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

Image Modified

Filtering by order status

...

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

Image Modified

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

Image Modified

Click the “Apply” button.

Image Modified

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

Image Modified

Items

One can also view all items chosen by definite statuses:

  1. Awaiting payment
  2. Paid
  3. Price confirmation
  4. Ordered
  5. Quality control
  6. Received
  7. Packed
  8. Ready to ship
  9. Posted
  10. Completed
  11. Returned to supplier
  12. Unable to deliver
  13. Cancelled

Image Modified

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

Image Modified

Place the checkmark to the left of a status name:

Image Modified

Click the “Apply” button.

Image Modified

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

...

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”.

Image Modified

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

Image Modified

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.

Image Modified

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

Image Modified

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

...

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).

Image Modified

A number of orders displayed   per page

...

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

Image Modified

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).

Image Modified

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 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.

Image Modified

 

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” section).

    Image Added


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

    Image Added


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

    Image Added

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

    Image Added


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

    Image Added


  5. Order Sum (totalPaid in). 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.

    Image Added


  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.)

    Image Added


  7. Operator.

    Image Added


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

    Image Added


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

    Image Added

 

Actions

Export

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

...

  1. Select the needed order (manually or using filters).
    Image Added

  2. Click on the gear button in the “Actions” column.
    Image Added

  3. Click on “Export” in the pop-up menu that appears.

    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:

...

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

    Image Added


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

    Image Added


  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

 

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).

    Image Added


  2. Click the gear button in the “Actions” column.
    Image Added

  3. Select “Cancel” in the dropdown menu that appears.
    Image Added

  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.

Image Added

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

...

Image Added

Restoring a cancelled order

...

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

Image Added

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

Image Added

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

Image Added

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”.

Image Added

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

 

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).

Image Added

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.

    Image Added


  2. Information. Item photo.

    Image Added

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

    Image Added

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

    Image Added

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

    Image Added

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

    Image Added

  7. Customer Buyer / 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.)
    Image Added

  8. Operator

    Image Added


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

    Image Added Operator.


  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.)

    Image Added


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

    Image Added

Actions

Altering an order status

...

  1. Select the item the order status of which you want to alter (manually or using filters).
    Image Added

  2. Click on the star icon in the “Actions” column (in the row that contains the selected item).

    Image Added


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

    Image Added

  4. Clicking on it will change the order status.

    Image Added

     

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:
    Image Added

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

    Image Added


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

    Image Added


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

    Image Added


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

...

  1. Select the needed item (manually or using filters).
    Image Added

  2. Click on the gear button in the “Actions” column.
    Image Added

  3. Click on the “Export” in the pop-up menu that appears.
    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 data:

...

  1. Select the desired items by putting a mark in the checkbox to the left of an item number:
    Image Added

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

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

  4. Click on the “Export” in the pop-up menu that appears.
    Image Added

  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