Managing Drupal Storefront Orders - dummies

Managing Drupal Storefront Orders

By Lynn Beighley, Seamus Bellamy

When a customer places a new order though your Drupal storefront, you automatically receive an e-mail notification. You can see all the orders made on your site. To review orders, follow these steps:

  1. Choose Store→View Orders.

    This opens a list of orders that have been placed on your site.


  2. Click the View Order icon next to one of the orders.

    Each order has icons on the left of the order ID:

    • View allows you to see the order details.

    • Edit allows you to make changes to the order and send an invoice to the customer.

    • Delete deletes the order.

    Each order has a status that indicates whether the order has been fulfilled. As you get more orders, you may have to filter them by status. For example, if you only want to see completed orders, select Completed from the View by Status drop-down list.

  3. You can change the order status for an individual order at the bottom of the order View screen.

    Currently the status is Pending. As you go through each stage of handling an order, you can change the status to Processing, Completed, Canceled, or In Checkout.

In addition to changing the status of an order, you can modify an existing order. Follow these steps:

  1. Click the Edit button next to the order you want to change.

  2. Make sure the Edit tab is selected.

  3. Make any desired changes on this form.

    You can modify any information the shopper entered; add, edit, or delete the products that were ordered; and add private Admin information about the order (which the shopper never sees).

  4. When you’re finished, click Submit Changes.

You can use the Orders section of your site to send out invoices by e-mail or create a printable invoice that can be mailed to your customer. Follow these steps:

  1. Click the Edit button next to the order you want to change.

  2. Click the Invoice tab.

  3. You can view, print, or e-mail an invoice by choosing the appropriate link at the top of the Invoice page.

As you make changes to the customer’s order, such as changing the status or e-mailing an invoice, Ubercart keeps track of them for you automatically. Click the Edit button next to an order, and then click the Log tab to see activities related to that order.