Module “Orders” adds cart icon and page to the website. Module allows user administrate orders, shipping fees, invoices, payment types and statuses. The module includes six parts: “Orders”, “Invoices”, “Payment types”, “Shipping fees”, “Statuses” and “Texts”.
Page “Texts” allows user change two fixed texts:
- “Cart text” is displayed in order form in new window and visitor has to agree with it to proceed with order;
- “Invoice address” is displayed in the upper part of the invoice, where company’s logo, name and basic data (contact data, register number, VAT number, bank account details etc) are usually placed.
Please note! The text “Invoice made by” on the invoice can be changed in module “Languages”, on page “Translates”, by changing “T_INVOICER” entry.
By adding shipping fee user can:
- choose language, where the particular shipping fee will be used;
- insert shipping fee name;
- Inser VAT. By default it’s 20%;
- insert shipping fee before limit;
- insert shipping fee after limit;
- insert limit.
“Limit” is the specific sum of order. Example: if “limit” is 1000 euros, “shipping fee before limit” is 100 euros and “shipping fee after limit” is 20 euros, it means that visitor will have to pay for shipping 100 euros if the total sum of his/her order is under 1000 euros. If the total sum of order is more than 1000 euros, the shipping fee will be 20 euros.
In the list of shipping fees it’s possible to filter them by languages.
Action form under the list allows to delete and change the order of shipping fees.
Page “Statuses” allows add order statuses. By default there are already five statuses: “New” (failed payment), “Paid” (successfully paid order), “Other payment” (order with non-financial payment channel; it means that visitor is expecting order or invoice from you that he/she can pay by bank transfer), “Returned” (returned order from visitor) and “Shipped” (shipped order to the customer). You can add new statuses and change the existing ones, but by removing the existing statuses you have to check if there are orders with this status – if there are, then you should change the status of those orders beforehand. Also you have to change the usage of this status in the “Payment types”.
By adding status user can:
- insert name;
- choose the stock quantity change. “Don’t change stock” means that by choosing this status for order the quantities won’t be withdrawn from the stock quantity. “Withdraw from stock” withdraws the ordered quantities from the stock if this status is given to the order. “Return to stock” returns ordered quantities back to the stock – this choice is meant for return of the ordered products;
- choose notification about the order by e-mail. “No” won’t send the notification. “Yes, send to customer” will send order information to visitor’s e-mail if this status is chosen. “Yes, send to customer and user” will send order information to visitor’s e-mail and to user’s e-mail. User’s mail can be set in the module “Mails”;
- choose the creation and sending of invoice. “No” means that invoice won’t be generated. “Yes” generates the invoice. “Yes, send to customer” makes the invoice and sends it to the visitor. “Yes, send to customer and user” makes the invoice and sends it to visitor’s e-mail and to user’s e-mail. User’s mail can be set in the module “Mails”;
- insert text that will be displayed after completing the order on the website and will be also added to the order e-mail. For instance in the case of payment by bank transfer upon the invoice it’d be reasonable to insert here payment terms and bank account number.
Action form under the list allows to delete statuses.
By default the stock quantity choice is “Withdraw rom stock” in “Paid” status, “Return to stock” in “Returned” status and “Don’t change stock” in “New”, “Other payment” and “Shipped” statuses.
By default the order information choice is “Yes, send to customer and user” in “Paid” and “Other payment” statuses, “Yes, send to customer” in “Shipped” status, “No” in “Returned” and “New” statuses.
By default invoice sending choice is “Yes” for “Paid” status and “No” in all other statuses.
Payment types are fixed and user can’t add them. Although the list includes 7 payment types (SEB, Swedbank, Sampo and Nordea banklinks, credit card payment by Estonian card center, credit card payment by Norwegian BBS bank and payment upon invoice), it doesn’t mean that all of those are used on your website. Activating payment type doesn’t automatically make it possible to use it on the website, but requires first activating from the bank, signing contract with the bank and activating the particular payment channel by the creators of CMS.
In the data of the payment type user can:
- choose the language, where this payment type will be used;
- insert payment type name;
- choose status that will be given automatically to the order in the case of successfully completed order process;
- choose status that will be given automatically to the order in the case of unsuccessfully completed order process;
- choose status that will be given automatically to the order in the case of unfinished order process (the order is completed, but the visitor hasn’t finished the payment yet).
By default status “Paid” is chosen for all payment types (except “Payment by invoice”, which has status “Other payment”) in the case of successfully completed order process. “New” status is chosen by default for all payment types in the case of unsuccessfully completed or unfinished order process.
In the list of payment types it’s possible to filter them by languages.
Action form under the list allows to change the order of payment types.
The list of invoices displays all invoices that system has generated. Data of invoices can’t be changed. Invoice can be viewed if you click on the particular row or button “View”
Action form under the list allows to delete and print out the invoices.
In the list of orders user can see short data of orders and by clicking on the “View” button the detailed data will be displayed.
Each order has also button “Address” that opens print-friendly version of visitor’s address – it can be printed out and used on the package.
In the list it’s possible to mark orders which are hidden. The use of check-boxes in the list doesn’t require saving action. “Hidden” order in this context means archived order – an order that is final and doesn’t require any additional changes of statuses etc.
In the list of orders it’s possible to filter them by order status and activity status (active or hidden).
Action form under the list allows to change the status of orders, print order data and addresses and delete orders.
On the page of order details, in the bottom part it’s possible:
- change the status of the order;
- mark the order as “hidden”;
- add comments to the order. Comments will be displayed under the order data in chronological order – last comments on the top.
Status-related actions (sending order information or invoices to the e-mails, changing the stock quantity) are made only when the status is changed. For example, if the status of the order is “Paid” and user changes the status of this order again to “Paid”, then system doesn’t make twice actions – for example sending invoice – connected to this status.