With WooCommerce, managing and tracking all orders has become significantly simpler. In previous articles, I’ve discussed how to manage them manually and create new orders. In the last post, I delved into the configurations required when creating orders manually. Today, we’ll wrap up the order section in WooCommerce by fully exploring the adDiTion of manual orders. After dealing with the “Download Product Licenses” meta box, you’ll notice several meta boxes on the right side of the page. These sections are for order Actions, order totals, and order notes. Let’s discuss them indiVidually. Order Totals Before explAIning order actions, let’s start with the total order. As mentioned in my earlier article on order items, I explained how to add different products to an order and edit the total and tax fields for each added product. Calculating the grand total, especially with multiple items and varying tax rates, can be complex. The Order Totals section handles this effortlessly, not only recording the overall price but also calculating the total applied taxes. There are two ways to find the total order: You can either manually input all tax rates and click the “Calculate Total” and “Calculate Taxes” buttons, or, after adding items, directly click the “Calculate Total” and “Calculate Taxes” buttons, which will automatically sum up all amounts for you. Some fields are editable manually, should you need it. Shipping Orders typically involve shipping and handling fees. To apply any of these, click the “Add Shipping Option.” A sub-section will appear where you can configure the shipping name, method, and cost. You can repeat this process to add multiple shipping options if necessary. Taxes This section allows you to input taxes applicable to a specific order. Click “Add Tax Line” to configure the necessary fields. Choose the tax rate and fill in the Sales tax and shipping tax amounts. Order Discount Here, you can enter the discount rate offered to the customer after taxes have been paid. For instance, if the order total is $75 and you enter 5 in the order discount, the total becomes $70. Grand Total Once you click “Calculate Total,” this field will populate with the order’s grand total, including taxes. If you want to input a custom total, you can manually enter it here. Order Notes This section enables you to add personal notes or messages for your customers. It’s a convenient way to communicate with them. To add a comment, choose the type (Customer Note or Private Note), write your message, and click the Add button. All created notes display in a chat-like format in purple. Customers can view these comments via email, while the store owner can access them directly from the Edit Order page. Order Actions Before diving into order actions, let’s recap the process. When creating a new manual order by clicking “Add New Order,” first fill in the basic details in the respective meta boxes, such as order information, products/items, and custom fields (if needed). Then, add relevant comments, set the order status, and calculate the total. After completing these tasks, click the Save Order button to save the order or click Move to Trash if you wish to discard it. Following this, you can choose specific order actions, presented as a dropdown menu at the top of the right-side meta box. Each action generates an email to inform the customer about the order and the amount due. Here’s what these actions do: New Order: Select this option and click the Send (circular arrow icon) after creating the order to send an email acknowledging the new order. Processing Order: Choose this activity if the order status is “Processing” and click Send to notify the customer that their order is being processed. Completed Order: Once the order is complete and goods have been delivered, select “Complete Order” and click the Send icon to inform the customer that their order has been fulfilled. Customer Invoice: This option generates an invoice for the order and sends it to the customer via email. Generate Download Permissions: This sends an email containing download links for purchased products. To apply an order action, select the desired option and click the Send icon beside it. Conclusion That concludes our exploration of the order management aspect of WooCommerce. I’ve attempted to explain all the secondary settings in this plugin’s order section. If you have any questions or concerns about order management and processing, feel free to leave a comment below.
相关文章
