Shappio Help Center / Orders & Customers / Orders

Orders

This section showcases a comprehensive list of orders that your website has received. It provides you with an overview of all orders, including their respective statuses, from the day your website went live until the present date.

View Orders

To view orders:

  1. From your Shappio admin, go to Orders > Orders
  2. In Orders Search Criteria, select the fields according to your requirement
    • Enter the Order ID
    • Select Order Status
    • Select Payment Status
    • Select a Time span or provide a Date range
  3. Click Search
  4. On the orders list, click View Detail to open the Order Details page


Order Status

There are 5 order statuses that an order can go through:

  1. Pending
    The order is placed but not confirmed. Confirmation can be done manually. If the customer has not made the payment, this is typically the initial status. However, if the customer successfully pays with a credit card during checkout, the order is placed with a Confirmed status.
  2. Confirmed
    The order is confirmed either manually by an admin or automatically if the payment is successful with a credit card.
  3. Shipped
    The admin marks the order as Shipped once it has been dispatched for shipment.
  4. Delivered
    The order is marked as Delivered when the customer receives it. If there is no confirmation of receipt from the customer, the order remains in the Shipped status.
  5. Cancelled
    The order can be cancelled at any time for any reason.

Payment Status

There are 3 payment statuses associated with orders

  1. Unpaid
    This status applies to orders placed using manual or offline payment methods. When an order is placed and the payment has not been received, it is marked as Unpaid.
  2. Paid
    After the payment is received and confirmed, the payment status is updated to Paid.
    For successful Credit Card payments during checkout, the order is immediately assigned the Paid payment status.
  3. Verification Pending
    For manual or offline payment methods, customers may make a payment through a bank or other money transfer channel and provide payment information. At this stage, the payment status changes to Verification Pending. Once the payment is verified, it is marked as Paid.


Manage Orders

To manage orders:

  1. From your Shappio admin, go to Orders > Orders
  2. In Orders Search Criteria, select the fields according to your requirement
    • Enter the Order ID
    • Select Order Status
    • Select Payment Status
    • Select a Time span or provide a Date range
  3. Click Search
  4. On the orders list, click View Detail to open the Order Details page


On order detail page, you can view all the details of the order including

  • Customer information
  • Billing & shipping addresses
  • Order date and status
  • Order Items
  • Shipping cost
  • Order amount with tax, discounts etc.

To change the status of an order, utilize the buttons provided at the bottom of the page. If you wish to update the order to the Shipped status, you have the option to select a courier service (if available) and enter a tracking number to provide to the customer.


Customers are notified via email whenever there is an update to the order status, regardless of which status is being updated.

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