How to Manage Orders

Managing Orders in the System - Efficient order management is a crucial part of any eCommerce operation. By navigating to eCommerce > Orders, you can access a centralized view of all current orders in the system. This interface is designed to streamline your workflow, allowing you to oversee, filter, search for, and manage orders with ease.

Order Overview

1. The order list:

A comprehensive summary of all active and completed orders, including:

• Order status
• Client information
• Payment progress

This high-level view helps you monitor operations and take action when needed.

2. Filtering and Searching Orders:

To quickly locate specific orders, you can filter them by status (e.g., pending, completed, refunded). The search function enables you to find orders using criteria such as:

• Order ID
• Client billing details
• Delivery address
• Creating New Orders

Managing Individual Orders

To manage a specific order, click on it from the main list. This opens a detailed order management page that includes all necessary tools to process, update, and finalize the order.

1. Main Panel

1.1. This page contains the following:

• Downloadable receipt
• Current transaction and payment status (including the total amount paid)
• Order status management, which triggers automatic email updates to the client

You can easily change the order status, and each change will notify the customer via email.

1.2. Billing and Shipping Information:

• Both billing and shipping addresses are fully editable. You can update them to suit customer needs at any point during the order process.

1.3 Order Details:

• A list of ordered products with detailed pricing and tax breakdowns
• Applied discounts (if any)
• Chosen shipping method
• Editable product lines: add, remove, or modify products
• Internal and customer-visible notes per product or delivery

You can customize all order elements, including product pricing, tax, discounts, and notes.

1.4 Adding Products to an Order:

HitMe simplifies the product-adding process:

• Click “Add Product”
• Search for the product
• Specify quantity and, for variable products, select the variation

1.5 Refunds

At the bottom of the page, you’ll find a summary section and a refund button.

• If the payment was made via an online method, the system can process refunds automatically
• Otherwise, refunds must be issued manually
• After refunding, a credit note is automatically generated and reflected in the system

2. Right-Side Order Panel

This side panel includes quick tools:

2.1 Proforma and invoice creation

• Order tracking details (e.g., delivery provider and tracking link)
• Email notifications, allowing you to manually send updates like order confirmation or refund info
• Email options may vary depending on the order’s status and configuration.

2.2 Order Notes - This section contains:

• System-generated notes, added automatically based on order actions (not visible to the client)
• Manual notes, where you can specify if they are private or visible to the client

Creating an Empty Order

You can create an empty order, which allows full customization:

• Define billing and shipping details (for a new or existing customer)
• Choose a payment method
• Generate a payment URL that can be sent to the client for completion (for online payments)

If the client is linked to the order, it will appear in their account and may contribute to rewards (if the Points & Rewards module is active). All standard functions — adding products, changing statuses, issuing invoices, etc. — are available in empty orders.