With your products out in the world
bringing in sales, we need to cover
managing the orders that are now coming
in. Let's then jump in and take a look
at how orders work. Head to Woo Commerce
orders to begin. You can also click on
Woo Commerce to jump straight to the
orders. This screen, while familiar, has
more information on it for you than a
normal post screen. This should help you
get a quick glance at all the recent
orders. Starting with a couple of
filtering options first. You can bulk
edit order statuses or move them to the
trash, but let's not go deleting orders
right now. You can also get orders from
certain months by selecting the all
dates drop down and choosing a month.
You can then pull up orders from a
certain customer if you search for their
username or email address. Select filter
once set to filter orders by your
selected criteria. Beneath those
options, we have some new columns. From
left to right, we first have the order
status. These are represented by icons
which you can hover over to see their
meaning. The included statuses are as
follows. Pending payment, which means
the order has been received but is
unpaid. Failed. The payment failed or
was declined. Order is unpaid. Note that
this status may not show immediately and
instead shows pending until verified
with certain gateways like PayPal.
Processing. The payment was received and
stock has been reduced. The order is
awaiting fulfillment. Completed. The
order has been fulfilled and requires no
further action. On hold, it's still
awaiting payment. Product stock is
reduced, but you need to confirm
payment. Cancelled. The order was
canceled by an admin or the customer. No
further action required. Refunded. The
order has been refunded by an admin. No
further action required. The next column
has order details. That includes the
order number and the customer's display
name and email address. Next is the
number of items purchased, then the
shipping address and shipping method
chosen. The next two icons are for a
customer message if one was left on the
order. Then order notes that are added
by you or your staff managing orders.
Finally is the date of the order, the
total spent, what payment method was
used, and an action button that lets you
set an order as processing, mark it
completed, or view the
order. Let's now head into an order. You
can select the order number or the edit
link when hovering over the order
column. You can also use the view button
in the actions column to get into an
order. At the top of an order is the
order details. Under the general details
section, you'll see the order date and
time, the order status, which can be
changed in this dropdown, the customer
with their display name, customer ID
number, and email address. There's also
a link here that lets you view other
orders from that customer. Beneath the
general details are both the billing
details and shipping details for the
customer. You can use the shipping
details to package their order and ship
it to the correct address. The next
section contains the products in that
order, their cost, quantity, total, and
taxes. You'll also see the product
image, its name, and the variations
ordered if the product has any. Also
included in this section is the shipping
method chosen, and its cost. Beneath the
shipping costs are order details, like
any discounts received via coupons, the
total shipping cost, the order total,
and refunded amount, if any. It's here
you can handle refunds, which we cover
in detail in another video, and our
documentation. Also note that if you
select any product or shipping line,
you'll see new options appear. For
example, when you select an order line
with a product, you'll get the option to
delete that line or to reduce or
increase the product stock. When the
order status is pending payment, on
hold, or failed, you'll be able to add
items and tax, edit the prices, and add
fees and shipping to the individual
order lines. Following that is a
downloadable product permissions
section. You can remove or add
permissions as needed to the order. In
the sidebar, there are two more sections
to cover. Head to the top and let's
start on the order actions section. This
lets you select a few actions around
resending certain order emails and
regenerate download permissions if
needed. If you pick an action here, then
be sure to select the button to the
right of the action dropdown. The save
order button is also here for any
changes you make to the order. Select
save order to update those changes.
Finally is the order notes section. Any
order status changes and notes received
from payment gateways, etc. will appear
here. You can also add two types of
notes. It defaults to a private note
which is only seen by you or other store
managers. The other type is a customer
note which will be sent to the customer
and appears on the order if they viewed
it from their account page. You can
select the add note field box to type
your message. Then select the
appropriate kind of note and select add.
That's all there is to managing orders.
Thanks for watching.