Order Management

Order Management allows administrators to view customer orders, search orders, update order status, manage tracking numbers, process item cancellation or refund requests, and manage shipment records.

Orders are the final result of the customer checkout process. Use this screen carefully because changes to order status, refunds, cancellations, and shipment information may directly affect customer communication and fulfillment.

Overview

The Order Management screen is divided into two major areas: the order list and the order detail screen. The order list is used to search and review orders, while the order detail screen is used to manage items, shipments, order status, tracking number, internal notes, and totals.

Order List Screen

The Order List screen displays orders based on the selected search conditions. Administrators can search orders by keyword, status, date range, and page settings.

Summary Cards

The Current Page Total is based only on the currently displayed rows, not necessarily all orders in the system.

Top Buttons

Search Filters

Search Filters help administrators locate specific orders quickly.

Keyword Search

Enter an order number or user ID to find a specific order.

Examples:
260408000452E3EE4808
codeattack
customer@example.com

Status Filter

Use the status dropdown to view orders by current order status.

Examples:
Paid
Preparing
Shipped
Canceled
Refunded

Date Range

Use From and To dates to filter orders by order date.

Date filtering is useful for daily sales review, monthly settlement, fulfillment checking, and customer service investigation.

Order List Table

The Order List table displays order search results. Click an order row or available action to open the order detail screen.

Order Details Screen

The Order Details screen is used to review and process a single order. It includes order items, cancellation and refund actions, shipment records, order status updates, totals, and customer memo.

Order Header

The order header displays key order information such as order ID, order number, user code, order date, and current status.

Order Detail Buttons

Items Section

The Items section displays products included in the order. Administrators can review quantity, unit price, line total, tax information, subtotal, and item-level actions.

Cancel Item

The Cancel action is used when an order item should be canceled before fulfillment or when cancellation is allowed by the order process.

Refund Item

The Refund action is used to process an item-level refund request when supported by the payment and order workflow.

Always verify payment status, fulfillment status, and company policy before canceling or refunding an item.

Shipments Section

The Shipments section manages shipping labels, tracking numbers, internal barcodes, and shipment status.

Shipment Buttons

Get Rates and Create Shipment

The shipping rate area is used to select a shipping provider, enter package weight and dimensions, and request shipping rates when provider integration is available.

Manual / Internal Label

When using a manual or internal label provider, administrators can create internal shipment records without external carrier label generation.

Update Order Section

The Update Order section is used to update order status, tracking number, administrator memo, and internal attachments.

Admin Memo is for internal use. Use it to record customer service notes, fulfillment issues, refund reasons, or shipment instructions.

Totals Section

The Totals section displays the order financial summary.

Customer Memo

The Customer Memo section shows notes or messages entered by the customer during checkout.

Review customer memo before fulfillment. Customers may include delivery requests, order notes, or special instructions.

Recommended Workflow

1. Open Admin > iShop > Orders.
2. Search orders by order number, user ID, date range, or status.
3. Open the order detail page.
4. Review ordered items, quantity, price, tax, and totals.
5. Check customer memo and admin memo history.
6. Cancel or refund items only when appropriate.
7. Create or update shipment records.
8. Enter tracking number.
9. Update order status.
10. Save the order update.
11. Confirm that the order list reflects the updated status.

Common Use Cases

Important Notes

• Order status changes may affect fulfillment and customer communication.
• Cancellation and refund actions should be performed only after verifying order status and company policy.
• Tracking numbers should be accurate before marking an order as shipped.
• Shipment records should be created before printing labels or scanning internal barcodes.
• Customer memo should be reviewed before shipping.
• Totals should be reviewed before processing refunds or adjustments.

Best Practices

• Use search filters to avoid editing the wrong order.
• Review all item details before changing order status.
• Keep admin memos clear and factual.
• Use shipment records for tracking and fulfillment history.
• Test shipping provider settings before using live shipping labels.
• Do not mark an order as shipped until tracking information is confirmed.
• Use consistent order statuses for reporting and customer service.

Order Management is a high-impact administrative area. Review order details carefully before saving changes, especially for refunds, cancellations, shipments, and status updates.