Managing Orders

When a user places an order on your web site it will appear in the order management area of the e-commerce module. To open the order management area click the Orders tab at the top of the left-hand column.

You will then be shown options to browse orders by status, as well as a summary of recent orders in the right-hand column.

Viewing an Order

To view an order, click either the order number or the information icon of the order you want to view. You will then be shown the order summary page. The order summary includes the following:

  • Order Status. This shows a colour-coded summary of the order, as well as options specific to the current status.

  • Order Details. This shows details of the person who placed the order. The fields shown here are those specified when configuring the order settings.

  • Order Items. This shows a list of all items in an order, including the total and any discounts applied.

  • Order Payments. This shows all payments that have been recorded against the order. This includes any refunds that have been given.

  • Order History. This shows a list of all actions that have occurred on the order, such as when a payment is recorded.

Re-Sending Order Details to Customer

If you want to re-send the details of an order to customer you can do so by clicking the Re-Send Order Placed Email button when viewing an order.

Note

For this functionality to work you must have an email address associated with the order. This is achieved by having an email address field in the order fields.

Issuing Refunds

Note

If you are using PayPal then you should issue refunds using the PayPal interface. PayPal will then notify Recite automatically and the order will be updated in Recite accordingly. For this to work you must set your payment notification in PayPal. This is done under My Account > Profile > Selling Preferences > Instant Payment Notification Preferences > Edit. Check the checkbox to enable IPN and enter the URL of to http://example.com/__/ecommerce/paymentnotify (replacing example.com with your own domain).

To issue the refund in PayPal first find the transaction you want to refund and view its details. Scroll to the bottom of the transaction and click Issue Refund. Follow the on-screen instructions to complete the refund. Once issued Recite will be notified.