Your Orders page shows what customers bought and what still needs to be shipped or completed. Here is how to work through an order.
Accessing Orders:
- Log in to your Quick Elements dashboard.
- Navigate to the “Orders” page on the sidebar, under the “Shop” submenu.
- Here, you’ll see a list of all your recent orders.
Understanding Order Statuses:
- New orders typically appear as “Pending payment” or “Processing”.
- “Pending payment” means the order is awaiting payment confirmation.
- “Processing” indicates the payment was received and the order is ready to be fulfilled.
Viewing Order Details:
- Click on an order to view its details.
- You’ll see customer information, ordered items, quantities, and total amount.
Processing a New Order:
- For a “Processing” order, review the details carefully.
- Prepare the ordered items for shipment.
- If necessary, generate an invoice from the order page.
Updating Order Status:
- If you’re shipping a product, once you’ve prepared the order for shipping, change its status to “Completed”.
Handling Special Situations:
- For out-of-stock items, you may need to mark the order as “On hold” and contact the customer.
- If a customer cancels an order, you can change the status to “Cancelled”.
- Use the “Refunded” status when processing returns or refunds.
Communicating with Customers:
- Quick Elements allows you to send order update emails automatically.
- You can also add order notes (private or visible to the customer) for special instructions or communications.
Bulk Actions:
- For efficient processing, you can select multiple orders and update their statuses in bulk.
- This is particularly useful during busy periods or for batch processing.
Generating Reports:
- Use the reporting features to track your order processing efficiency.
- You can generate reports on sales, popular products, and more to inform your business decisions.