Order Management and Status - Revision history

Shawn: /* Payment Status */

2015-02-19T03:49:12Z

Payment Status

Shawn: /* Payment Status */

2015-02-18T23:20:37Z

Payment Status

Shawn: /* Payment Status */

2014-03-01T22:14:41Z

Payment Status

Shawn: /* Payment Status */

2014-03-01T22:07:52Z

Payment Status

Admin: /* Order Workflow */

2012-05-14T12:46:35Z

Order Workflow

Admin: /* Payment Status */

2012-05-14T12:46:10Z

Payment Status

Admin: /* Order Workflow */

2009-09-15T04:37:19Z

Order Workflow

Admin: /* Order Workflow */

2009-09-14T07:07:38Z

Order Workflow

Admin: /* Order State Transitions */

2009-09-14T07:07:17Z

Order State Transitions

Admin: /* Order State Transitions */

2009-09-14T06:41:41Z

Order State Transitions

← Older revision		Revision as of 03:49, 19 February 2015
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−	You can ~~now~~ apply part payments to orders. To do so, click the "Mark as paid" button, and enter the amount that has been paid. The payment status of the order will remain as "Pending", but when you view the order, you will see a note stating how much has been paid. When an order has been fully paid, the status of the order will change to "Paid".	+	You can also apply part payments to orders. To do so, click the "Mark as paid" button, and enter the amount that has been paid. The payment status of the order will remain as "Pending", but when you view the order, you will see a note stating how much has been paid. When an order has been fully paid, the status of the order will change to "Paid".

	In future we'll modify the orders list page to show that the order has been partially paid. If you have received a manual payment through PayPal, the "Mark as paid" button will not show up until 24 hours after the order was placed.		In future we'll modify the orders list page to show that the order has been partially paid. If you have received a manual payment through PayPal, the "Mark as paid" button will not show up until 24 hours after the order was placed.

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 * '''Abandoned''' - The order has been automatically cancelled because the order has been in a ''pending'' state for more than 21 days.
 * '''Deleted''' - The order has been deleted and removed from system. This is only permitted for test orders which have been placed via the Test Payment gateway.
 ===== PayPal Website Payments Standard =====

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 * '''Deleted''' - The order has been deleted and removed from system. This is only permitted for test orders which have been placed via the Test Payment gateway.
-If you receive an order using PayPal Website Payments Standard, occasionally customers get confused by the PayPal screens and end up abandoning the payment for an order either intentionally or by accident.
+===== PayPal Website Payments Standard =====
-When this happens, you will receive a notification from us that the order has been processed, but payment will not have been completed.
+If you receive an order using PayPal Website Payments Standard, occasionally customers get confused by the PayPal screens and end up abandoning the payment for an order either intentionally or by accident.  When this happens, you will receive a notification from us that the order has been processed, but payment will not have been completed.
 In instances like this, you should contact the customer directly and arrange for a manual payment if they want to continue with their purchase.  You generally do this by sending them an invoice through PayPal.
-hours after an order has been placed using PayPal Website Payments Standard, you will be able to mark the payment as received manually.
+When the customer pays you,  you can then mark the payment as received manually. 24 hours after the order has been placed, a new "Mark as paid" button will appear when viewing the order in your Toolbox.  Click the button and select "Manual PayPal Payment" as the payment method.
 ==== Shipping Status ====

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 * '''Abandoned''' - The order has been automatically cancelled because the order has been in a ''pending'' state for more than 21 days.
 * '''Deleted''' - The order has been deleted and removed from system. This is only permitted for test orders which have been placed via the Test Payment gateway.
 ==== Shipping Status ====

@@ Line 43: / Line 43: @@
 :If payment is not received, then the order can be manually cancelled and it will move to the '''Cancelled''' state.
-:If nothing happens to the order, it will be abandoned after 30 days and moved to the '''Abandoned''' state.
+:If nothing happens to the order, it will be abandoned after 21 days and moved to the '''Abandoned''' state.
 :'''Note:''' If an order has partial payments, but is cancelled or abandoned, then the store owner may need to make arrangements for the amounts to be refunded separately.

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 * '''Paid''' - Full payment has been received. If only a partial payment has been received, then the order remains in an ''unpaid'' status.
 * '''Cancelled''' - The order has been manually cancelled as payment has not been received and the customer no longer wishes to continue with the order.
-* '''Abandoned''' - The order has been automatically cancelled because the order has been in a ''pending'' state for more than 30 days.
+* '''Abandoned''' - The order has been automatically cancelled because the order has been in a ''pending'' state for more than 21 days.
 * '''Deleted''' - The order has been deleted and removed from system. This is only permitted for test orders which have been placed via the Test Payment gateway.

@@ Line 67: / Line 67: @@
 * '''Complete''' - The order has been completed. It is now marked as ''closed'' and its status is ''paid''.
-:There is no further processing to be done on this order. If the shipping status is not ''shipped'', then the order can be ''reopened'' and returned to the '''Paid''' status.
+:There is no further processing to be done on this order. If the shipping status is not ''shipped'', then the order can be ''reopened'' and returned to the '''Paid''' status. Any unshipped items that are under inventory control will be returned to the inventory.
 :If the order was processed via the Test Payment gateway as a test order, it can be ''deleted'' at this stage.

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 * '''Paid''' - The order has been fully paid. It is now ready to be shipped. The order is still ''open'' and its status is now ''paid''.
-As each line item is ready to be shipped, it can be processed and the shipment details recorded. Once all the line items are marked as shipped the shipping status is set to ''Shipped''. If only some of the items have been marked as shipped, the shipping status is set to ''partial''.
+:As each line item is ready to be shipped, it can be processed and the shipment details recorded. Once all the line items are marked as shipped the shipping status is set to ''Shipped''. If only some of the items have been marked as shipped, the shipping status is set to ''partial''.
-Once all the items have been shipped, the order is complete, and can be closed and moved to the '''Complete''' state. Actually, the order can be closed at any time, even if all the items have not yet been shipped. For example, an item may have become unavailable after payment and cannot be shipped. In this case, the order can be closed and a partial refund organized for the customer.
+:Once all the items have been shipped, the order is complete, and can be closed and moved to the '''Complete''' state. Actually, the order can be closed at any time, even if all the items have not yet been shipped. For example, an item may have become unavailable after payment and cannot be shipped. In this case, the order can be closed and a partial refund organized for the customer.
 * '''Complete''' - The order has been completed. It is now marked as ''closed'' and its status is ''paid''.
-There is no further processing to be done on this order. If the shipping status is not ''shipped'', then the order can be ''reopened'' and returned to the '''Paid''' status.
+:There is no further processing to be done on this order. If the shipping status is not ''shipped'', then the order can be ''reopened'' and returned to the '''Paid''' status.
-If the order was processed via the Test Payment gateway as a test order, it can be ''deleted'' at this stage.
+:If the order was processed via the Test Payment gateway as a test order, it can be ''deleted'' at this stage.

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 * '''Shipped''' - The order has been fully shipped.
-==== Order State Transitions ====
+==== Order Workflow ====
-An order needs to go through a number of phase transitions (also called a workflow).
+An order needs to go through a number of phase transitions, also called the Order Workflow.
 * '''Initial''' - A new order has been received. It is ''open'' and is ''pending'' and ''unshipped''.
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 :If the customer wants to activate the order, then it can be ''reopened'' and moved back to the '''Initial''' state. All items that require inventory management are checked for availability, and if all items are not available, then the order cannot be ''reopened''.