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Managing Orders

Orders are the central foundation of eCommerce, and most website customers complete the bulk of order tasks on their own.

However, if CSRs or other company representatives need to assist customers in the order process, iAPPS allows users to manage most manual order tasks from both the Orders screen and from Customer screens.

To manage Orders:

Select Store Manager > Orders in the Control Center to view and manage customer orders.
Alternatively, you can manage many aspects of individual orders by right-clicking on a customer in the Customers screen.

The options in the Customers and Orders screens vary slightly, and these are noted below.

Managing Orders from the Customers Container

In addition to viewing orders, the View Orders subtab of View Customers also lets you perform several order management tasks. You can also reach most order management task options via Store Manager > Customers.

Right click on a customer name to View Orders and perform other tasks such as managing payment types or shipping.

In both the Orders and the Customers displays, you have a number of similar right-click options. The Customers screen will only display orders for a single customer, however, while the Orders Screen will display all orders. You can search the orders by keyword (such as customer name), the date (the default is the current day), or the order status.

Customer Order View List

Orders View List

Order Options from Customer screens
Right-Click Menu	What it does…
Place New Order	Goes to the Orders screen, View Orders tab, allowing you to place a new order. See "Placing a New Order Manually"
Edit Order	Goes to the Edit Order screen where you can apply a coupon, add a new payment, change shipping destination, edit or cancel an order.
Edit Customer	Returns to the View Customers tab in the Customers screen where you can edit the customer’s data.
Manage Order Notes	Goes to the Order Notes screen where you can view system-generated notes for orders placed. You can also manually enter notes concerning the order from this container.
Set Order as Canceled	Cancels an unshipped order. You cannot cancel a shipped order.
Set Order Manual Hold	Suspends the order for a variety of reasons, such as delaying high-value orders, until a credit card is validated.
Set Order OK	Resumes an order that was placed on hold.