Viewing Orders
The Order Manager provides multiple ways to view orders in your Store (see A-E figure 1).Each order is assigned a unique number when it comes in. These numbers start at 485 and count up. For security reasons, credit card numbers are deleted 30 days after the order has been retrieved. There is no way to retrieve numbers once they have been deleted, so be sure to process credit card transactions promptly.
To get to the Order Manager:
- Sign in to your account.
- Go to the Store Manager.
- Click the "Orders" link appearing in the Process column.
Tip: To alert you to new orders, the Orders link will appear with a red asterisk Orders* when your store has received new orders.
- View (single)
- View (range)
- Summary
- Export (Merchant Solutions Standard and Professional only)
- Import (Merchant Solutions Standard and Professional only)
View (single)
The View (single) button allows you to view an individual order. The number of the most recent new order appears in this field.To view a single order:
- From the Order Manager, enter the number of the order you wish to view.
- Click "View" next to the field.
The Individual Order Retrieve page displays with the selected order. You can then process or review and change the status of the order.
View (range)
The View (range) button allows you to view multiple orders on one screen. This can be helpful for processing multiple orders at once.To view a range of order:
- From the Order Manager, enter the numbers of the range of order you wish to view in the "from" and "to" fields.
- Click "View" next to the field.
The Order Retrieve page displays all of the selected orders. You can then process or review and change the status of these order.
Summary
The Summary button allows you to view information (name, address, # of items, subtotal, date, status) for a range of orders. This can be helpful for getting a quick snapshot of store business.To view a summary of a range of order:
- From the Order Manager, enter the numbers of the range of order you wish to view a summary of in the "from" and "to" fields.
- Click "Summarize" next to the field.
The Order Retrieve page displays a summary of information for the selected range of orders. You cannot process or change the status of these orders from this screen. This is for reporting purposes only. You can click the Individual order links to view the orders individually.
*Note: As of May 03, 2007, two new columns have been added to the Order Summary view: Pay Method and Revenue Share. The Pay Method column will show the payment method (Visa, PayPal, Purchase Order, etc...) selected by the buyer in checkout. The Revenue Share column will display the transaction fees associated with the order. Orders completed prior to April 2007 will show as "Not Available". Orders completed in April 2007 and on will show the transaction fees currently calculated for each order. Marking orders as fraudulent, cancelled, or returned will update the amounts shown in the adjustment billing history detail list. If you have received a full discount on your transaction fee you will see $0, if you received a transaction fee then the charge amount will display after transaction fees are processed.
Export
Note: Available only with Merchant Solutions Standard and Professional. The Export button allows you to export a range of orders in multiple formats. Typically this feature is used by medium to high-volume stores. Note that orders that have been marked as fraudulent, cancelled, or returned will not be included in the export file. Learn more about exporting orders to a database, such as Access, Paradox, or Excel.Import (Merchant Solutions Standard and Professional only)
The Import button allows you to batch import tracking numbers from a UPS WorldShip file. Learn more.See Also