It’s common to get orders outside your website, especially if you are active on social media platforms. And unless you streamline these external orders with the orders on your website, it could cause confusion in your inventory management.
There are numerous plugins that can make it easier to manage your stores, such as WooCommerce product import-export plugins and inventory management plugins. But when it comes to managing your orders, it’s best to do it manually.
In this tutorial, we will guide you through the aspects of proper order management using WooCommerce. We will also guide you through the process of creating a custom order, and the best part is that you do not have to be a tech expert to grasp these steps.
Let’s dive in.
How to Manage Orders in WooCommerce
After they place an order in your WooCommerce store, you need to know the customer’s details, such as address, phone number, email id, which products were ordered, and more. This information allows you to easily deliver the products to your customer.
You can get a quick view of your overall reports, including order details from your WooCommerce store, on the WordPress dashboard.
This chart provides a short summary of our WooCommerce store. You can see here if any customer places a new order, and you can also see how many orders are in processing as well.
To view the order details, first, go to WooCommerce > Orders from the WordPress dashboard.
From here, you’ll be able to see all the orders and their status, if they are completed, in processing, or on hold.
If you want to change the status of any order, simply select the order by checking the rectangle box and clicking on the dropdown menu (Bulk Actions) at the top.
After clicking the dropdown menu, it will show you four steps to select to change the order status to processing, on-hold, or completed. To delete an order, select the ‘Move to trash’ option from the drop-down.
After selecting an option, click on the ‘Apply’ button. The order status will be changed depending on what you selected.
To view the order details, click on the order name. Now you can see the order details from this page.
- Order Details: You can see all the details here, like when the order was placed, order status, customer information, customer profile, etc.
- Billing Address: It is the customer’s personal address. This section also contains the customer’s email address and phone number.
- Shipping Address: It is the address where you have to deliver the products, and it can be different from the billing address. If a customer doesn’t share any shipping address, then you should deliver products to the customer’s billing address.
- Product: This section shows you the products that customer’s selected for purchase.
- Shipping Method: This shows the customer’s shipping method and whether it will be free shipping, flat rate, or local pickup. If customers want to alter the shipping method later, you will be able to change it from here.
- More options: Here you will find the options to add more products, apply any coupon, etc. After changing anything, save it and recalculate the price again. If a customer cancels an order, you will find the option to refund the price from here.
- Order Actions: In this order section, you will find several options to take action. If a customer doesn’t get any invoice for an order, you can resend the invoice from here. You will be able to resend any order notifications also. Furthermore, you can regenerate download permissions for downloadable products.
- Add Note: You can add an order related note for an order or send any custom note to your customers. Sometimes you may need to add a note on special requirements for a product, if needed, or inform customers about anything they should know.
How to Create Custom Orders in WooCommerce
Customers can order a product via a phone call or other social platform instead of using your website. If it happens, then what do you need to do? You have to create custom orders for your customers. If you want to manage your store’s inventory properly, you should do this.
To create a custom order, head over to your WordPress dashboard and go to WooCommerce > Products > Add order.
You will find all kinds of options here to create a custom order.
First, collect your customer details properly. If your customer is already in your system, then you will find your customer’s profile by searching. If the customer is new, then you may select him or her as a guest customer.
Enter the billing address and shipping address properly. Don’t forget to add the customer’s email address so that you can send an invoice to your customer.
To add the product that your customer has ordered by phone, click on the ‘Add Item(s)’ button.
Now you can see several options for adding products, adding a fee, and adding a shipping method.
Click on the ‘Add Product’ button. After this, a popup will appear to select product items and add product quantity.
After doing it, click on the ‘Add’ button. Your selected product will be added to the custom order.
In the same way, add the products’ fee and the shipping method also.
If there is any discount available for the customers, you’ll find the option to add a coupon code as well.
On the right side, select ‘Email Invoice’ from order actions.
After finishing all of these steps, click on the ‘Create’ button.
This order will be added to your order list. You can view all your orders by going to WooCommerce > Orders.
Conclusion: How to Manage Orders in WooCommerce
WooCommerce may be the best and most popular e-commerce plugin in the market, but proper inventory management is necessary if you want to run a successful store. And this is the guidance this tutorial provides.
You need to ensure that the order details on your WordPress dashboard reflect all your orders, including those made outside the website.
Follow the steps we have provided in this guide to make changes and rectify any errors you may notice. You can create a custom order, change the status of an order, and you can also add or delete an order. And this all possible without having to hire an expert.
In case you need any help, do not hesitate to contact us.
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