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CDC Knowledge base

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Website Settings

  • How to change your website credentials the right way.
  • How to create a User Profile on your website
  • Allow visitors to register on your website!
  • Managing Coupons

Products

  • Managing Coupons
  • Set up product attributes
  • How to Edit / Create Product Categories
Online Course Products
  • Updating an online course: adding a video in LearnPress
  • Creating a new online course with LearnPress
Adding a Product
  • Adding a simple product
  • Adding a variable Product (product with options)
  • Adding a grouped product
  • Adding a virtual product
  • Adding a downloadable product
  • Adding an external / affiliate product
Managing my Products
  • How to Bulk Edit my Products?!
  • What is Quick Editing and how to use it?
  • Product Filtering – when to use it?
  • How to update SEO on products
  • How to Edit / Create Product Categories

Managing Client Orders

  • Order Statuses
  • Understanding the color codes on order statuses
  • Viewing and editing a single order
  • How to use order notes
  • Manually adding a new order (for a client)
  • Order Refunds – how it works.

WooCommerce Settings

  • Setting up Cash on Delivery
  • Set up shipping schedules to charge for delivery
  • Adding or disabling payment options on your website
  • Setting up “pay with Bank Transfer”

Service Requests

  • 403, 408, 401 status code errors, and what to do to fix it??
  • 404 – page not found – and what to do!?

Service Integration

  • How to sign into my WooCommerce App
  • How to update SEO on products

Managing my Website

  • How to clear Cache in my browser
  • How to speed up your website using your images
  • Maintaining your website to remain online & secure
  • Updating your website homepage
  • Securing your WordPress Website
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  • What if I want to host my website elsewhere?
  • Home
  • Knowlegebase
  • Managing Client Orders
  • Viewing and editing a single order

Viewing and editing a single order

List of Topics
  • Viewing Order Details
  • Editing Order Details
  • Order Items and Totals 
    • Viewing Order Items
    • Editing or Adding Order Items
  • Adding Order Notes 

From the Single Order page not only can you view all order data, but also edit and update orders placed by a client. When an order goes to “complete” status, this order can no longer be edited.

Here is what you can do in the meantime:

  • Change the order status (to anything you need to)
  • Edit order items – modify the product, prices, and taxes.
  • Order Actions – Email order details to customer (handy if manually creating an order for your customers) or Regenerate download permissions
  • Apply coupons. You will need to know the coupon code to apply to the order. Coupon usage counts are tracked, and coupons can also be removed from orders.

Note: the order must have an unpaid status for coupons to have an affect

Viewing Order Details

The Order Details panel you can view:

  • Order number
  • Payment details (how the student paid)
  • Order date and time
  • Order (payment) status
  • Customer details:
    • Username and email, together with a link to view their profile and other purchases the customer may have had in the past
    • Billing details
    • Shipping details (can sometimes be the same as billing)

Editing Order Details

Most of the details in this section can be updated and/or changed. 

  • To change the date and time, use the dropdown date selector and the quantity selectors for the time. 
  • To change the (payment) status, choose the right status in the dropdown.

Under “Billing” and “Shipping”, several other details can be changed. In order to do so, select the pencil icon next to each of them. 

Once you’ve made the necessary changes, select Update to update the order. The client may receive an email.

Order Items and Totals 

Viewing Order Items

The next panel on the order page is the Order Items panel. This contains the product items, the shipping details, and the order summary. 

  • Each product item row lists:
    • Product image
    • Product name
    • Single product Cost
    • Quantity
    • Total (Cost x Quantity, with discounts taken into consideration)
    • Taxes
  • Below that, the shipping details are displayed. This will include:
    • Shipping method
    • Boxed items
    • Total cost
    • Taxes
  • The last section contains an overview of the order costs. This section will change if an order is refunded. By default, it will include:
    • Items subtotal — cost excluding tax
    • Coupon(s) — amount deducted based on the use of coupons; the coupons used are displayed left in this section
    • Shipping — the shipping cost for the order
    • Taxes — the amount of taxes for the whole order; this will be replaced by the tax code applied to the order
    • Order total — the total of the above costs
    • Finally, below the line, an overview of what is paid and the fees taken by payment gateways

Editing or Adding Order Items

Apart from refunding, order items can not be edited, unless the order status is “Pending payment”, or “On hold.”

Product items. Select the pencil icon next to a product line to edit. 

The following product items can be edited: 

  • Add Meta — Add and remove meta to change product variable options.
  • Quantity — Number of items the customer is purchasing.
  • Total — Line price and line tax before pre-tax discounts.
  • Tax — Tax cost. For example, if a customer is tax-exempt you may want to remove the taxes. 

Other actions. Next, you can do four actions at the bottom of this window:

  • Add item(s) — this will show you six new options:
    • Add product(s) — Add additional products to the order. 
    • Add fee — Add an additional fee, such as gift wrapping. 
    • Add shipping — Add a shipping cost. When you’ve done this, select the pencil icon to update the name, the method, the cost, and the tax.
    • Add tax — Add an additional tax code to every section in the order.
    • Cancel — Cancel if you do not want to make any changes.
    • Save — Save once the changes are made. 
  • Once you’ve done this, you can select Recalculate if you want to automatically perform new calculations based on store settings. This can be handy if you are adding or removing products, coupons, shipping methods, etc. Note that any tax changes that you’ve manually included will be removed as the tax settings in your store will apply based on the customer address.
  • Apply coupon — If your customer forgot to add the coupon could or you want to reward the customer before they pay, selecting this option will show a modal that allows you to apply a coupon code. 
  • Refund — to refund the customer.
  • Refund — to refund the customer.  This must occur using your Bank Account (outside of your website), however, selecting “refund” will update your store analytics as well as automatically email the customer to notify them that a refund was processed.

Adding Order Notes 

Review How to use order notes

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Understanding the color codes on order statusesHow to use order notes
List of Topics
  • Viewing Order Details
  • Editing Order Details
  • Order Items and Totals 
    • Viewing Order Items
    • Editing or Adding Order Items
  • Adding Order Notes 

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