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Processing Orders

  • Creating an Order Some customers occasionally need help to place and order, while others routinely prefer to order by phone. If your store has a call center, then phone orders might represent a significant part of your business. The ability to create a new order directly from the Admin panel represents an additional level of personalized service that you can provide for your customers.
  • How to Cancel An Order For a variety of reasons—whether the customer had a change of mind, the purchase was not approved, or a host of other possible scenarios—it sometimes becomes necessary to cancel an order. This article explains how to cancel an order from your Magento Go store.
  • How to Place an Order on Hold If the customer's preferred method of payment is not available, or if the item is temporarily out of stock, you can put the order on hold.
  • Printing Invoices Magento Go allows you to print an invoice for a single order, or print multiple invoices as a batch. However, before an invoice can be printed, the invoice must first be generated for the order.
  • Printing Packing Slips A packing slip is a sales document that accompanies shipments sent from your store, and lists each item included in the package. You can print a packing slip for a single order, or print multiple packing slips as a batch, or group.
  • Invoicing an Order An invoice is a record of the receipt of payment for an order, making it a permanent record of an order. If your items are ready to ship, you can create a packing slip for the shipment at the same time you create the invoice.
  • Archiving Orders Archiving orders on a regular basis keeps your workspace free of unnecessary information, so you can focus on current orders.
  • Custom PDF Templates Magento Go gives you the ability to produce custom pdf templates for generating invoices, credit memos and shipping documents of your own design.
  • Setting Up a Persistent Shopping Cart A persistent shopping cart keeps track of the items a customer places in the cart. If the purchase is not completed, the information is saved, so the cart can be restored the next time the customer visits your store.
  • Order Status All orders in your Magento Go store have an order status associated with each stage in the order processing workflow. In addition to the preset values, you can create custom order status values of your own, assign order statuses to order states, and set a default order status for order states.
  • Order Workflow This diagram shows the basic workflow for processing an order.
  • Orders and Returns The Orders and Returns link in the footer of your store gives customers who are not logged into an account the ability to search for information about a specific order.
  • Orders and Returns Block The Orders and Returns block is a convenient way for your customers to access information related to any order they have placed with your store. It's a smaller version of the form that appears when you click the Orders and Returns link in the footer of your store.
  • Minimum Advertised Price (MAP) Merchants are sometimes prohibited from displaying a price that is lower than the manufacturer's suggested retail price. MAP gives you the ability to remain in compliance with the manufacturer's requirements, while offering your customers a better price.
  • Configuring the State/Province Field The State/Province field is a required part of the address in many countries. For countries where the State/Province is not required, the field can be omitted entirely from the address, or included as an optional field.
  • Updating An Order After a customer has placed an order, it is sometimes necessary to make changes to the order, place it on hold, or cancel the order entirely.
  • Shipping Labels You can easily create shipping labels for new and existing orders from the Admin panel of your store. To create shipping labels, you must first set up your shipping carrier account to support labels. Then, follow the prompts to enter a description of the package and its contents. Magento contacts the shipping carrier, creates an order in the carrier’s system, and receives a shipping label and tracking number for the shipment.
  • Countries Options The Countries Options establish the country where your business is located and the countries from which you accept payment.
  • Shipping an Order Most packages that are shipped include both an invoice and packing slip. The invoice provides a permanent record of the order, including any payment made and balance due. For orders with partial shipments, a separate invoice is generated for each shipment, and the packing slip lists the contents of each package. For your convenience, the invoice and packing slip can be generated at the same time
  • Order Fulfillment The topics in this section describe the sequence of events that takes place when a typical order is processed.
  • Managing the Order Process In this section, you will learn how to set up checkout preferences, offer shopping cart assistance, fulfill orders, print invoices, manage customer credit, and configure payment methods, shipping, and taxes.
  • Shopping Cart Thumbnails The thumbnail images in the shopping cart give customers a quick overview of the items they are about to purchase. The thumbnail image for both grouped and configurable products can be set to display the image from either the parent or associated product.
  • Editing a Shopping Cart The contents of your customer's shopping cart can be edited directly from the Admin panel. To see the changes, the customer must press F5 to refresh the page.