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How to Manage Orders

When a customer places an order, you’ll get an email about the order. An Order will also be created in the backend of your website.

Mark the order as complete once it's shipped. This will send an email to the customer telling them their order has shipped.

manage orders

  1. Login to your website and access the back end.
  2. Using the main dashboard menu on the left, go to WooCommerce > Orders
  3. Click on the Order that you want to manage.

You can keep all these records, export them or delete them once the order has shipped. Credit card details are not saved in your website but for Privacy it's best to delete your customer details yearly.

website order processing

The order process is below, this is the way orders are handled by default. This is all customizable to suit the nature of your store and the products that you're selling.

1. An order is placed

When a customer places an order:

  1. You'll receive an email from your website:
    • Recipient(s): {your email address} (check your junk folder)
      Subject: [{site_title}]: New order #{order_number}
      Content: Congratulations on the sale.
  2. The customer will receive an email from your website:
    • Recipient(s): {customer's email address}
      Subject: Thank you for your order
      Content: Thanks for using {site title}

Depending on the payment type, you might also receive an email about the sale from your payment processor.

2. Complete the order

Package the product that was sold and ship it or otherwise complete the customer's order.

3. Mark the order as completed

Change the status of the order to complete:

  1. Navigate to the Orders page (WooCommerce > orders)
  2. Check the box next to the customer's name
  3. Under the Bulk Actions dropdown menu, choose "Change status to complete"

or

  1. Navigate to the Orders page (WooCommerce > orders)
  2. Click on the customer's name
  3. On the Order Details palette, change the Status from Processing to Completed

This will trigger an email to be sent:

  • The customer will receive an email from your website:
    • Recipient(s): {customer's email address}
      Subject: Your order is now complete
      Content: Thanks for shopping with us.

other automated emails

Automatic emails are also setup to be sent following these events:

  • When an order is Cancelled or Failed, you'll receive an email.
  • When an order is put On-Hold or Refunded, the customer will receive an email.

update an order's status

  1. Using the main dashboard menu on the left, go to WooCommerce > Orders.
  2. Click on the Order that you want to manage.
  3. In the main order details area, under Status, click the dropdown menu.
  4. Choose the appropriate status. An automatic email will be then sent to the customer updating them on their order's status.

resend automated emails

  1. Locate the Order Actions palette in the upper right corner of the order screen.
  2. Click Choose an action....
    • You can email the invoice and order details to your customer.
    • Resend the New Order notification

add a note to an order

  1. Locate the Order Notes palette under the Order actions palette, on the mid right side of the order screen.
  2. Type a note in the space provided.
  3. Choose to make the note Private or to the Customer and click Add.
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