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Managing Orders

Need help managing your orders? Look at our step by step tutorial on how to properly manage your orders.

Cassia Watts avatar
Written by Cassia Watts
Updated over 7 months ago

The orders tab enables you to get an overview of all orders within your entire store front and specific funnels. You'll be able to view and edit:

  • Orders

  • Archived Orders

  • Abandoned Cart

  • Paid status changes

  • Order status

  • Exporting orders

Orders:

The orders tab show a list of people who have purchased from you. Here you can also select and update order status. You can also select the customer to view their profile via the CRM.

You will notice an actions tab that is located next to the invoice number 'Invoice #201' here are some new options you can use:

  1. + Add new item

  2. Archive order

  3. Send order details to customer

  4. Print

1. Add new item - You can now add more items to the users profile and will be added to their existing order ready for a payment email to be automatically sent.

Adding a new item:

Select add new item > Select product from list > Change the qty and price if required > Now the item will be added to the customers profile as shown below

You can now send an email to the customer using the blue button - Send order update email

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