Orders - presents
The Orders - Gifts Administration Screen is used to manage orders of gift-type products.
Registered customers can purchase gifts on the Gifts page using their loyalty points.
For a quick overview of the Gifts feature, please refer to this article.
The Orders - Gifts Administration Screen can be accessed from the administrative sidebar under Webshop → Gifts.
- Name - The name of the customer who placed the order.
- Email - The email address of the customer who placed the order.
- Delivery type - The type of shipping designated by the store administrator for fulfilling the order.
- Time - The date and time the order was placed.
- Total (Points) - The total amount of points spent by the customer on the order.
- Status - A brief indicator reflecting the current status of the order. This helps track the progress of orders and informs customers about their order status (for statuses linked with automated email notifications). The order status can be modified directly from the list page without opening the editing page.
- By clicking the Edit button, store owners can modify existing orders.
- By clicking the Search button, a search form offering multiple search criteria will appear.
Searching for presents-type orders
Clicking the Search button on the Orders - Inquiries page opens a search form with the following search options.
- Keyword - A specific word or phrase that is part of the customer’s email address or name.
- Date interval - Displays orders within the specified time range.
- Status - Administrators can specify which order statuses should appear in the list.
- Delivery type - Filters orders to display only those with the selected shipping type.
Editing presents-type orders
Administrators can modify the content, parameters, and even add extra gifts to the order.
Let’s examine the Order - presents editing screen by sections.
Order items section
In the Order Items section, administrators can edit the items included in the order. This allows for adjustments to the list of ordered gifts or any necessary updates to the order content.
- Product - The name of the current product.
- Unit Price - The number of loyalty points required for one unit of the gift.
- Quantity - The ordered quantity of the product.
- Price - The total number of loyalty points required (unit price × quantity).
- By clicking the Edit button, store owners can modify the gift product already included in the order.
- Products can be removed from the order by clicking the red trash can icon at the end of the product entry.
- New order items can be added to the order by clicking the green plus icon below the list of order items.
Editing existing order items
When clicking the "edit" icon at the end of an order item row, the item editing window opens, allowing administrators to modify the item's quantity and specify the number of points to be deducted from the customer for that particular order item.
Adding new products to an existing order
Administrators can add new existing product items to an order by editing the order and clicking the green "plus" icon located at the bottom of the order items table.
Customer details section
The Customer Details section on the Order - presents editing page displays information about the customer and provides administrators with the ability to update any details related to the customer or the order.
Registered customers can store multiple addresses in their profile settings. By clicking the See addresses button, the customer's profile page opens on the Addresses tab, allowing administrators to quickly and conveniently access the customer's addresses.
Notes section
The Notes Section is reserved exclusively for administrators to leave comments, reminders, or for internal communication between administrators. Notes created under an order are not sent to customers.
Files section
The Files section is also for internal use only. It allows administrators to attach various types of documents to a specific order.