Managing main merchant orders

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My Orders is a dedicated page for managing the orders that customers completed from the main merchant (Marketplace owner) within the Marketplace.

Prerequisites

To start managing merchant orders for the main merchant, navigate to Sales > My orders.

The instructions assume that there is an existing order with the New status.

Each section in this article contains reference information. Make sure to review it before you start, or just look up the necessary information as you go through the process.

Viewing main merchant orders

To view the main merchant orders, in the List of Orders table, click View next to the order you want to check. This takes you to the Merchant Order Overview page.

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Reference information: Viewing main merchant orders

This section holds reference information related to viewing the main merchant orders.

Overview of Orders page

By default, the last created order goes on top of the table. However, you can sort the table by the order number, order reference, created date, customer emails, or the number of items ordered.

On the Overview of Orders page, you see the following:

  • Merchant order reference
  • Marketplace order reference, where the merchant order belongs
  • Creation date
  • Customer name and email
  • Order state, the grand total of the order, and the number of items ordered
  • Actions that you can do on this page

By default, the last created order goes on top of the table. However, you can sort and search the List of Orders table.

All columns with headers having arrows in List of Orders are sortable.

Actions column

All the order management options that you can invoke from the Actions column in List of Orders are described in the following table.

ACTION DESCRIPTION
View Takes you to the Merchant Order Overview page. Here, you can find all the information about the chosen order.

Merchant Order Overview page

The following table describes the attributes on the View Order [Order ID] page when you view an order.

SECTION ATTRIBUTE DESCRIPTION
Order Overview Section with the general information on the order.
Merchant Order reference Reference number of the merchant order.
Marketplace Order Reference Reference number of the marketplace order where the merchant order belongs.
Order date Date when the merchant order was placed.
Totals Contains information about the order totals.
Subtotal Subtotal of the order.
Shipment price Total price for the shipment.
Cancelled amount Canceled total.
Grand Total Grand total of the order.
Total taxes Total tax amount.
Trigger all matching states inside this order Action button for changing the available states for all the items in the order. See
Changing marketplace order states for details.
Customer Section with the information on the customer who has submitted the order.
Reference Unique customer reference in the system. The reference is clickable and leads to the View Customer page.
Name Customer’s name.
Email Customer’s email address.
Previous orders count Number of merchant orders the customer has created for this merchant.
Billing address Customer’s address used for billing purposes.
Merchant order items Section with details on every merchant order item with its products and shipment information.
Shipment 1 of 1 Number of shipments in the order.
Delivery Address Address used for delivery.
Delivery Method Delivery method chosen for the shipment.
Shipping Method Method used to ship the order.
Shipping Costs Price for shipping service.
Request delivery date Requested delivery date.
Trigger all matching states of order inside this shipment Action button for changing the available states for all the items in the shipment. See
Changing main merchant order states for the details.
Cart Notes Section where the cart notes added by the customer are displayed (if any).
Discounts & Vouchers Section with the information on discounts and vouchers applied to the order.

Changing main merchant order states

To change the state of the order items in a shipment:

  1. In the List of Orders table, click View next to the order with items you want to change the state of. This takes you to the Merchant Order Overview page.
  2. Scroll down to the desired shipment.
  3. Select the checkbox next to the products you want to change the state of.
  4. In the Trigger all matching states of order inside this shipment section, click the next available state. See Reference information: Changing main merchant order states for details on the available states. The page refreshes to show the message about the successful state change. In the Trigger all matching states of order inside this shipment section of the modified shipment, you can see the updated state.
  5. Repeat step 4 until you get the desired shipment state.

Reference information: Changing main merchant order states

You can set different states for your order by clicking the action buttons. The following table describes the triggers you can call:

MAIN MERCHANT ORDER ITEM STATE DESCRIPTION
Send to distribution Choose this state once you receive the payment for the order from your customer.
Cancel Choose this state to cancel the order on the customer’s behalf.
Confirm at center Choose this state when the order is confirmed at the distribution center.
Ship Choose this state when the order is shipped to the customer.
Deliver Choose this state when the order reached the customer.
Refund Choose this state in case of a refund.

Creating a shipment for the main merchant order

You can create a new shipment for the merchant orders where there is more than one merchant order item.

You can create a new shipment for one or several merchant order items. To create a new shipment:

  1. In the List of Orders table, click View next to the order you want to edit the shipment of.
  2. In the Merchant Order Items section of the Merchant Order Overview page, click Create Shipment.
  3. Fill in all the required fields.
  4. Click Save.

Reference information: Creating a shipment for the main merchant order

The following table describes the attributes you enter and select when creating or editing customer’s shipment details.

ATTRIBUTE DESCRIPTION REQUIRED
Delivery Address Dropdown menu where you can select the delivery address. By default, New Address is selected.
Salutation Salutation to use when addressing the customer.
First Name Customer’s first name.
Middle name Customer’s middle name.
Last name Customer’s last name.
Email Customer’s email address.
Country Drop-down menu with the list of countries to select.
Address 1 1st line of the customer’s address.
Address 2 2nd line of the customer’s address.
Company Customer’s company name.
City Customer’s city.
ZIP code ZIP code.
Phone Customer’s phone number.
Cell Phone Customer’s cell phone number.
Description Description of the shipping address.
Comment Comment to the shipping address.
Shipment method Drop-down menu with the list of all the available shipment methods in the system. You can select only one.
Requested delivery date Date by which the order should be delivered.
Order items inside this shipment Check the order items you create or edit the shipment for.

Editing main merchant shipment

You can edit the existing details for the shipment in the Back Office. To do that:

  1. In the List of Orders table, click View next to the order you want to edit the shipment of.
  2. In the Merchant Order Items section of the Merchant Order Overview page, click Edit Shipment. This takes you to the Edit shipment for Order: [Order ID] page*.*
  3. Update the main merchant shipment.
  4. Click Save.

For reference information, on this page, see Reference information: Creating a shipment for the main merchant order.