Order Manager

The function of the order manger is to collect, edit, delete and generally manage all your web based orders.

Order Configs

Order Manager> Order Configs

The Order Status boxes 1 through to 9 allow the labelling of the status of each order in the View Orders Section. By default all new orders are labelled with the status 1 value. After viewing and processing an order you may wish to mark it as completed, or if you had insufficient stock to accommodate the transaction you could mark it as “Part Ship”, none of the Status boxes will take HTML or CSS, only plain text can be entered.

The header and footer boxes however will take HTML mark-up, but since the values here appear on the order when “print” is selected we recommend that this is kept to a minimum.

The number of orders per page is the number of orders you want to display in the View Orders section. Unless you have a good reason to change it we recommend keeping the default value, increasing this can cause the view orders page to be slow in loading. The last 2 options you have to available are the sort order, and sort type. This allows you to select the field that your orders are sorted by as a default, and whether that field is sorted in an ascending or descending manner.

Remote Order Pickup

Order Manager -> Remote Order Pickup

You can configure your cart so that someone can pickup orders only without gaining access to the entire MercuryCart administration. Managers may elect to give an assistant access to view orders, or maybe change the status of orders. In the remote order pickup administration, the cart administration has the ability to setup an unlimited number of users that can access the remote order pickup, and select the actions they will have permission to perform with that access.

The actions that can be assigned to users for the remote order pickup are View, Edit, Delete, Restore, Search, Change Status and View Stats.

Access to to the Remote Order Pickup is via webrowser, at the address:

http://yourcartaddress/yourcartname/orders/

Where ‘yourcartaddress’ is replaced with the url to your cart directory (usually carts.mercurycart.com) and ‘yourcartname’ is replaced with the store name you chose for your cart when you signed up.

3.3 The cart administration can setup users to access the remote order pickup and define the actions they can perform on orders in that area.

View Orders

Order Manager -> View Orders

Once an order has been received it is automatically placed in this section awaiting action. We shall run through all the options that are available to you on this page, and also go in to detail about printing, editing and viewing your orders (Screenshot 3.4 ).

Deleting Orders

Clicking on the delete icon on the left hand side of the table removes the order from the view orders table. The order does not get deleted totally from your cart, the removed order is archived and can be returned at anytime.

If a search is performed on your orders the search will also look in your archived orders. If your archived orders are of importance to your company, we would suggest that you backup your data to some form of media or local drive to which you have access. If the order that you are seeing the summary of is a previously deleted/archived order, the delete icon will not be shown.

Unique Order ID

The number in the ID column is a unique number, each new order is assigned a number and no two orders can share the same ID. By clicking on the Order ID hyperlink at the top of the table all the orders in the View Orders table can be sorted in ascending or descending order.

Customer Name

The name of the customer that placed the order is displayed here by Last name and then First name.

Date Placed

This Time Stamp is based on PST, and is displayed Year - Month - Day followed by the time using the 24 hours format.

Status

By default all new orders are labelled “ Received “ but as mentioned in the “Order Configs” section any or all of these labels can be changed to suit your own preferences.

Order Type

Displays the type of transaction, i.e. an order that has been placed with a credit card would display “Credit Card Online”.

Amount

The Amount column displays the total amount of the transaction including shipping and taxes.

View / Edit and Print

The next three values allow you to view, edit and or print your order, depending on the status of your order. If your order has been deleted, or archived, then the edit option will not be shown.

View Order

Order Manager> View Orders-> Select ‘view’ icon

Clicking on the view icon displays the order in standard mode and lists all the information about the transaction including the credit card information. The status of an order can also be changed here to suit your requirements, by changing the status on each order as you process it will ensure that orders are not processed twice or not processed at all.

A point worth mentioning here is that while you can delete an order from your order manager it is not gone forever, it is archived and can be restored at anytime. Archived orders are also included whenever a search is carried out.

3.4 Screenshot showing all the orders in your cart, MercuryCart allows you to place a status next to each order so you know at a glance at what stage each order is at.

Edit

Order Manager> View Orders-> Select ‘edit’ icon

This section allows you to make modifications to orders. You can also add two types of notes to each order should you wish to, Customer Notes which are visible to all and Admin notes which don’t appear on any printed invoices and can only be seen in the order manager.

Print

Order Manager> View Orders-> Select ‘print’ icon

Clicking on Print will launch a window and allow for the printing of the invoice. It is worth noting that if you require the layout to look exactly the same as the screen when printed out you may have to change the settings pertaining to printing in your internet browser.

Legend information for Orders

Confirmation of Order by Email

Appearance Settings > Email Confirmation Page

Ensuring that a detailed summary of your customer’s order is sent after purchase is very important, not only does it let your customer know that their order was successfully sent, it also lets the customer check that all the details are correct and embosses your company name in the mind of the shopper.

In the Email Subject field you should replace the text that says “Mercury Cart Order Number” with your own company name, but you should leave the <orderid> in place.  When the email is sent, it will replace all occurrences of <ordered> with the order id for that order. This may also be used in the email text field.

You may also wish to fill in the “Email From” field with your company’s email address. The “Email Text field can be used to add a custom “Thank You For Shopping With Us” message, again this field takes both plain text and HTML.

  2.1 Email confirmation admin Screenshot, notice the custom tag in the email subject text field

Search Orders

Order Manager> Search Orders

Orders can be searched for either by date range or if a more precise search is needed the advanced search can be used, and any or all of the fields can be utilized

Order Statistics

Order Manager> Order Stats

The order statistics give you an overview of your sales in a simple to understand graphical format. By setting the data range at the top of the page a quick snap shot report is generated in the lower section of the page, telling you at a glance the overall value of sales for that period.

3.5 Screenshot showing order stats, the image above is displaying orders by month, reports can also be set to day or year.