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Orders

After you submit an order, it is available in the Order History, where you can review the ordered items, billing and shipping information.

The following guide focuses on the Order History section of the OroCommerce front store.

Open and past orders are located:

  1. In the Quick Access Menu under Orders
  2. Under Account > Order History in the menu on the left.

View Order History

The Order History view page contains two sections:

  1. All open orders
  2. All past orders

All open orders table contains the following information:

  1. Ordered by
  2. Step (Order review, Payment, Billing Information)
  3. Started From (Quote #X, Shopping List X)
  4. Items
  5. Subtotal
  6. Started at (date)
  7. Last Updated
  8. Payment Method
  9. Shipping Method
  10. PO Number
  11. DNSLT (Do Not Ship Later Than)
  12. Shipping
  13. Total
  14. Customer Notes
  15. Completed
  16. More Actions (Check out, Delete)

Note

Information displayed in the table depends on the columns selected in the Grid Settings.

All past orders table contains the following information:

  1. Order Number
  2. Create At
  3. Shipping Address
  4. Total
  5. Total ($)
  6. Payment Method
  7. Payment Status
  8. PO Number
    1. DNSLT (Do Not Ship Later Than)
  9. Currency
  10. Subtotal
  11. Subtotal ($)
  12. Shipping Method
  13. Updated At
  14. More Actions (View)

Within each of the tables, you have the following actions buttons available:

  1. Refresh the view table: click to update the view table.
  2. Reset the view table: click to clear view table customization and return to default settings. Reset applies to all filters, records per page and sorting changes that you have made.
  3. Table settings: click to define which columns to show in the table.
  4. Filters .

View Orders

Open

On opening a selected open order, you will be redirected to the ordering process page (the step where you left off).

Past

Past order view page contains the following information:

  1. Order Date
  2. Billing Address
  3. Shipping Address
  4. Shipping Tracking Numbers
  5. Shipping Method
  6. payment Method
  7. Payment Status
  8. Items Ordered (Products, Quantity, Price, Ship by, Notes)
  9. Subtotal
  10. Shipping Price
  11. Tax
  12. Total

To go back a step, click Back to Orders List on the bottom left of the view page.

Create Order

You can create an order in two ways:

  1. From a Shopping List
  2. From a Quick Order Form

Shopping List

To create an order from a shopping list:

  1. Navigate to Shopping Lists.
  2. From the dropdown, select the required shopping list.
  3. Click View Details.
  4. To create an order, either click Create Order on the right of the shopping list name, or scroll down to the bottom of the page and click Create Order on the bottom right of the shopping list view page.
  1. Follow the required steps to submit the order, as described in the Checkout Process topic.

Quick Order Form

The quick order form allows customers to work on large orders in an efficient manner using search by product SKUs and names, or import their purchase lists into the system. Customers can work on multiple orders simultaneously and they can easily switch between different shopping carts or start new orders at any time.

To create an order using a quick order form:

  1. Navigate to Quick Access Menu n the top right corner of the page

  2. Click Quick Order Form.

  3. Provide order details (item, quantity #, and unit) in the given fields and click Create Order.

    Note

    You can also search the product by name, in which case, you need to select it from the suggestions list when the product appears there.

    Click Add More Rows to provide details for more than 5 items.

    Alternatively, copy and paste as many order details as you wish in the text field on the right. Make sure that each item#+quantity# start from a new line. Optionally, provide a unit.

    Note

    Your input is validated on the go. If you get a validation warning, ensure to correct any issues reported.

    Click Verify Order and the validated items will add to the quick order form.

    Then click Create Order.

    Note

    You can also Request a Quote and Add the order to the Quick Order Shopping List.

  4. You can also import a purchase list into the system in the Upload Your order section:

    1. Click Get Directions to see a quick help on the import process and the downloadable templates to fill it.

    2. Once you downloaded the template in one of the provided formats, insert the items SKU and quantity numbers into the columns A and B and save the file.

    3. To upload the file, click Choose File, navigate to the file location, select the file and click Open.

      Import Validation will emerge to inform you whether products or their quantity qualify for the order and preview the line item and total price.

    4. Click Add to Form to finalize import. Validated items will add to the quick order form.

  5. To complete the order, click Create Order.

Matrix Ordering Form

To simplify ordering process when purchasing several variations of one product, such as a hat in various colors and sizes, you can use a Matrix Grid:

  1. Open the product you wish to purchase.
  2. Click Order with Matrix Grid below the Add to button.
  1. Enter the number of items for each category.
  1. Click Add to Shopping List on the bottom right of the matrix ordering form. Alternatively, select the shopping list to add the items to, or create a new shopping list by clicking and selecting your option.

Checkout Process

Once the products for purchase and their quantity have been selected, the customer has to go through a series of steps to submit the order.

Step 1: Billing Information

Enter billing information for the order by selecting an existing address from the address book, or creating a new one.

Checking Ship to this address will allow you to use the provided billing address as shipping.

Clicking Continue will redirect you to the next step.

Step 2: Shipping Information

If the Ship to this address box has been checked in the Billing Information step, the provided address will be automatically selected in the Shipping Information step.

To edit shipping information, clear the Use billing address box and provide a different shipping address for the order.

Note

It is possible to edit the already provided information (until the order is submitted) by clicking on the left side of the page.

Step 3: Shipping Method

Provide a shipping method by selecting one from the list of the available methods.

Step 4: Payment

Choose a suitable payment method by selecting it from the list of all available methods.

Step 5: Order Review

Once all the necessary information has been provided, it is possible to review the order in the Order Review section:

  • View Options for the order:
    • Do not ship later than
    • PO Number
    • Notes
    • Delete the shopping list
  • Check quantity, price, subtotal, shipping and total cost
  • Edit the Order
  • Edit the already provided information by clicking on the left side of the page

To submit the order, click Submit Order at the bottom of the page.

Note

It is possible to amend the order by clicking Edit Order in the right corner of the Order Summary section. The Order Summary section will be available for Billing Information, Shipping Information, Shipping Method and Payment pages.Editing the order will remain possible throughout the checkout process until the order is submitted.

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