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Order Management
Order Status
You can setup as many "Order Status" as you need at Order Setup/Order Status. When an order starts, a default status of "Incomplete" is entered. When the order has reached or completed the payment portion of the checkout, the status is changed to "New". The status code can be changed at the Status/Notes to any status you set up at the Order Status. For example, you can change it to "Shipped" when you ship out the order. The customer can login and see the order with the "Shipped" status.
When the order arrives, it will be stored in the "New Order" and the status is "New".
For example, you can create Order Status such as "Shipped", "Cancelled"...etc. When you ship the order, you can change the Order Status to "Shipped". This will reflect in the customer order when you customer login to view the order.
Whenever an Order Status created, a button link will be created on the Admin/Orders. It is for your convenience to view orders in different statuses.
Order Email And Receipt Content
When an order is completed after customer selected the payment or paid by credit card, it will go to the Order Thanks page. You should set up the thank you page content for Credit Card payment or the Pay by Mail.
For example, you may need to include the instruction of where and how to send the payment for pay by mail order.
Order Number
You may setup the initail order number. The order number is generated automatically during checkout, and cannot be changed. The "next order number" is the number that will be assigned to the next order received.
The number will automatically increment by 1 after each order.
Order Notification
When a new order arrive, it will automatically email a notice. You should enter the email address for the new order notification if you wish to receive notice of new order.
Order Confirmation
When a customer completed an order, an Order Confirmation will be sent to the customer automatically. You can customize the content of this email confirmation From Name, from which email, the subject, and the order confirmation content. You can include the codes for information retrieved directly from the system:
##ORDERLINK##
##ORDERNO##
##CUSTNAME##
##DATE##
##STORENAME##
The above codes representing
##ORDERLINK## representing a link of the customer sign in to view the order
##ORDERNO## representing the order number
##CUSTNAME## representing the customer's name at registration
##DATE## representing the order date
##STORENAME## representing your business name you set up at the Web Design/Name Title
eBusiness System includes an integrated checkout (ordering) system. During the checkout process, your new customers will be prompted for the following: (Returning customer can sign in to the account directly)
1. Email Address
2. Password
3. Billing Address
4. Shipping Address
5. Shipping Carrier/Service
6. Payment Method
All of the data collected during checkout is stored in your eBusiness System database, it can be viewed by you in Admin (and your customer can view certain details as well by logging in with their email address and account password)
To edit or view orders (or any order related information) navigate to the Order Summary in Admin. You can locate orders easily by searching for them by status, order number, date, or shipping address name.
Order Date
This is automatically entered at the time the order is initiated, and cannot be changed.
Carrier/Tracking Number
This is optional, and will only appear if your customer was prompted for a Shipping Service. After you ship a package to your customer, you may want to enter a tracking number. You can edit the tracking number by clicking on the "Shipping Address/Carrier" link while viewing an order summary. Your customer will be able to view this tracking number when they log in.
Email
An email address is required during checkout. This is also used as your customer's login username. The email address is part of their account record, changing the email address will affect the email address shown in all orders.
Phone
The phone number is part of the customer's account record.
Billing Address
The billing address is stored as a separate record in the database, it is part of the customer's account record. The same billing address will appear on all Orders.
Shipping Address
During checkout, if your customer selects "Same as Billing", the Billing Address will be used here. The Shipping address is part of the order record, you can change this address without affecting any other orders, or the customer's account.
Payment Type
This field is used to represent the payment method selected during checkout, or the credit card type. If you are using a payment gateway, the gateway's name will appear here instead of credit card type. If you enable Pay by mail (the title name can be changed at the Web/Layout/Default Style/Language), the customer can select this payment and finish the order.
Payment Details
The full detail information of the payment.
Credit Card Number
During checkout, if you are processing payments with Paypal or Authorize.net (AIM), or have enabled the offline mode, customer will be prompted for their credit card number. The card number will appear in this field. Credit card numbers are encrypted, and can only be viewed through Admin (you cannot access the number by opening the database file). There are many security risks associated with storing credit card numbers on a web server. It is recommended that you enable the "Recommended Security Settings" in Admin, under "Admin/Payment" setup. You should not store credit card numbers in your database for any length of time.
Approval Code
This field is automatically populated by the Authorize.net payment gateway, and PayPal's IPN.
Transaction ID
This field is automatically populated by the Authorize.net payment gateway, and PayPal's IPN.
Name on Card
This is the name field, your customer's should enter the name "as it appears on their credit card".
IP Address
This is the identification, Internet Address number, of the customer. The IP address is captured during the checkout process, and is stored in the order. This can be used later to track or identify the identity and location of the user. IP addresses are similar to phone numbers, and can be traced (for example, during a fraud investigation you would give this number to the authorities).
Internal Notes
Order notes are internal comments, you or your staff can use this field to write comments about the order or customer. These notes cannot be seen by the customer.
Public Notes
This note field is similar to the regular Notes field. However, your customers will be able to see these comments when they login and view their order online. Use this field to post special notes, tracking details, or other information related to the order.
Add New Item
You can add additional items from your item list in this order.
Edit Item
You can edit item information by clicking the button in front of the item#.
Delete Order
You can delete the order. | 
