E-commerce: How to Manage Orders


Managing Orders in the System

Efficient order management is a crucial part of any eCommerce operation. By navigating to eCommerce > Orders, you can access a centralized view of all current orders in the system. This interface is designed to streamline your workflow, allowing you to oversee, filter, search for, and manage orders with ease.


Key Features

Order Overview

The order list provides a comprehensive summary of all active and completed orders, including:


Order status


Client information


Payment progress


This high-level view helps you monitor operations and take action when needed.


Filtering and Searching Orders

To quickly locate specific orders, you can filter them by status (e.g., pending, completed, refunded). The search function enables you to find orders using criteria such as:


Order ID


Client billing details


Delivery address


Creating New Orders

You can create new orders directly from this page. Whether starting from scratch or modifying an existing customer's order, the system makes it simple to customize all order elements — from products to payment details.


Managing Individual Orders

To manage a specific order, click on it from the main list. This opens a detailed order management page that includes all necessary tools to process, update, and finalize the order.


Main Panel

This page contains the following:


Downloadable receipt


Current transaction and payment status (including the total amount paid)


Order status management, which triggers automatic email updates to the client


You can easily change the order status, and each change will notify the customer via email.


Billing and Shipping Information

Both billing and shipping addresses are fully editable. You can update them to suit customer needs at any point during the order process.


Order Details

Here, you’ll see:


A list of ordered products with detailed pricing and tax breakdowns


Applied discounts (if any)


Chosen shipping method


Editable product lines: add, remove, or modify products


Internal and customer-visible notes per product or delivery


You can customize all order elements, including product pricing, tax, discounts, and notes.


Adding Products to an Order

HitMe simplifies the product-adding process:


Click “Add Product”


Search for the product


Specify quantity and, for variable products, select the variation


Prices and taxes are automatically calculated


If the customer has a permanent discount, it is applied automatically


Refunds

At the bottom of the page, you’ll find a summary section and a refund button:


If the payment was made via an online method, the system can process refunds automatically


Otherwise, refunds must be issued manually


After refunding, a credit note is automatically generated and reflected in the system



Right-Side Order Panel

This side panel includes quick tools:


Proforma and invoice creation


Order tracking details (e.g., delivery provider and tracking link)


Email notifications, allowing you to manually send updates like order confirmation or refund info


Email options may vary depending on the order’s status and configuration.


Order Notes

This section contains:


System-generated notes, added automatically based on order actions (not visible to the client)


Manual notes, where you can specify if they are private or visible to the client





Creating an Empty Order

You can create an empty order, which allows full customization:


Define billing and shipping details (for a new or existing customer)


Choose a payment method


Generate a payment URL that can be sent to the client for completion (for online payments)


If the client is linked to the order, it will appear in their account and may contribute to rewards (if the Points & Rewards module is active).


All standard functions — adding products, changing statuses, issuing invoices, etc. — are available in empty orders.


You might be interested

This site uses cookies to enhance your experience and show personalized ads. By using our site, you confirm that you have read and agree to our Cookie Policy, Privacy Policy, and Terms of Service.
Got it