Introduction & Managing Orders.

Woocommerce, is the application that we use in Trinidad & Tobago to help online stores accept payments online. Because e-commerce in the Caribbean is still developing our banking institutions have not yet embraced many of the conveniences present to persons in developed nations such as the United States. This means until we have caught up with other nations we may need to compromise. At aWebsiteCompany we spend no expense to ensure that your online store runs smoothly. In these tutorials we will focus on the various areas of Woocommerce where you can set store addresses, accept payments using different payment gateways and even set shipping policies.

Let’s begin. So firstly you need to access Woocommerce by clicking on the Woocommerce tab that is appropriately named. Clicking the Woocommerce tab would generally bring you to a menu where you will also view “Orders, Customers, Reports, Settings, Status, Extensions”. Let’s go through each of them.

Firstly to check on your orders, simply click on the Orders. On the main screen, you would see a list of all your orders. You can even click on an order to manage it. When clicking an order you can resend confirmation emails, resend invoices or manually update the customer on their order process. For example, you can change a order status from Processing to Delivered, manually in this section.

When orders show up here, you can click on orders individually.

Before we click on an order individually, the above image shows a breakdown of a store with a variety of orders. Notice how easy it is to spot the date someone placed an order, if that persons payment was successful, if the order was cancelled and so forth. This makes it easy at a glance to get a summary about your client and new orders. In the image below we will click on an individual order to open up a new interface that has information specific to that one customer and one order.

The interface for an individual order.

Here you can see a breakdown of your customer and specific order. In Section 1, it lists the date of the order and whether the person has made a payment via credit card and if states if the payment was successful. You can also manually, adjust the order status which will send an email to the client. This is useful for if an order is Processing, you have the option to change it to “Completed” which will show up on the customer’s account.

In Section 2, a breakdown of the customer’s shipping information is shown. You would also see the user’s email and phone in this same area. You can contact the customer here.

This is how an order may look when it is filled with customer information.

In Section 3, the subtotal of the order along with any other information that is necessary. You can view how much the customer paid for the items, shipping fees, taxes and so forth depending on your store. The breakdown is to make your accounting easier.

In Section 4, order actions allows you to resend invoices, confirmations and similar to the client in the event you would like to update them. The image below, shows how order actions may look, but for your website, we have added more options.

This is how it may look to you when clicking the dropdown menu.

Finally, in Section 5 you can add public or private order notes. This is useful for if you have a large number of employees and would like to keep track of who is doing what. You wouldn’t want an order to be shipped out to a client twice. If the note is private, only persons within the organisation with access to the store will be notified however if the note is public then the client(s) will be notified of the note. This is useful, if you need to send the client quick updates or as previously stated, have a lot of employees.

This entire system, is designed to be automatic however you can override any settings with the click of a button. This would allow you to manually add orders for those who may have placed orders via Facebook, Whatsapp or verbally.

For more information on managing orders you can visit the official Woocommerce website: where they also provide a wealth of documentation and goes into more advanced features than us. https://docs.woocommerce.com/document/managing-orders/