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How to Manage Orders on Your Website via Squarespace

When a customer places an order on your site, it will appear on Squarespace in the Orders area of Commerce. Orders are grouped into one of three status categories, accessible by the links at the top of the screen:

  • Pending: Only orders for physical products appear here.

  • Completed: All digital product orders will instantly appear as completed. Physical product orders will appear as completed after you’ve marked them as complete.

  • Cancelled: Physical product orders will appear as cancelled if you mark them as such.

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You'll need to process orders in all three status areas, depending on the requirements of the customer's order. Each status area presents a list of orders that display the following information:

  • Invoice total

  • Number of items ordered

  • Order number

  • Customer name and e-mail address

  • Date and time the order was placed

  • Order status

Here’s how you manage orders individually or in bulk in all status areas:

  • Click the check box next to an order in the list to select it.

    When you click the check box for one or more orders, a toolbar appears at the bottom of the screen with the following options:

    • Mark Completed: Pending orders only. Set the selected orders as complete to move them to the Completed Orders status category. A confirmation box appears where you can choose to send shipping confirmation e-mails after confirming the orders as complete.

    • Mark Pending: Completed orders only: Set the selected orders as pending to move them to the Pending Orders status category.

    • Print: Print invoices for the orders.

    • Clear Selection: Deselects any orders selected in the list.

    • Select All: Selects all the orders in the Pending status list.

  • Click an order (but don't click the check box).

    The order’s Order Summary dialog box appears. Four processing areas are indicated by links at the top of the window:

    • Order: View the entire order’s information, including billing and shipping information, items and quantities ordered, subtotal, tax, shipping costs, and grand total.

    • History: View a list of all the actions taken on an order. These actions might include when the order was shipped, marked completed, or cancelled.

    • Notes: Add any private notes you need to record with the order. The customer won’t see these notes.

    • Email Notifications: Resend the order confirmation or shipping notice, as well as send a private message to the customer.

      When a customer places an order on your site, he or she will receive an order confirmation e-mail. When you mark an order as complete, a shipping notice is automatically sent to the customer.

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    At the bottom of the Order Summary window are the following options:

    • Print: Print an invoice for the order.

    • Issue Refund: Send the customer a partial refund.

    • Cancel Order: Issue a full refund to the customer and move the order to the Cancelled status area.

    • Mark Completed: Pending orders only. Set the selected orders as complete to move them to the Completed Orders Status category.

    • Mark Pending: Completed orders only. Set the selected orders as pending to move them to the Pending Orders status category.

When a customer orders a physical product, it is added to the Pending area of Commerce→Orders. Digital orders are automatically added to the Completed area because your website will automatically send the customer a link to the digital file.

At the top of the screen is a button to export all your orders from all three status categories. Export your orders to a spreadsheet, and you can open the spreadsheet in Microsoft Excel, Apple Numbers, or Google Docs and integrate the spreadsheet in a business application for accounting or other financial reasons.

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