Managing Orders

When a customer completes their purchase in the OXID eShop, an order is automatically created.

The customer receives an order confirmation by email, which includes the following information:

  • List of ordered items

  • Itemized and total prices

  • Billing and shipping address

  • Payment and shipping method

  • Order number

At the same time, the shop owner is also notified of the new order via email.

Editing orders

Fig.: Editing orders

Searching and filtering orders

  • Use the filters above the list to select orders based on specific criteria:

    • Select a folder (“New”, “Processed”, “Issues”)

    • Restrict results by date in the format YYYY-MM-DD (partial formats like YYYY-MM are also supported)

    • Show only paid orders via dropdown and payment date

    • Search by product (title or article number)

    • Search by customer (order number, first name, last name)

  • Orders can be sorted by:

    • Order time

    • Payment status

    • Order number

    • Customer name

Editing orders

Procedure

  1. Open the menu item Administer Orders ‣ Orders.

  2. Select an order from the list.

    The order data is loaded into the input area.

  3. Edit the desired information.

  4. Optional: To document individual agreements with the customer, click Add note in the footer of the input area.

    For more information, see History tab.

Result

  • Changes take effect immediately and are visible in the respective tab.

  • Use the corresponding tab to record payment and shipping status.

Cancelling or deleting orders

  • Use the icons at the end of a row in the order list to:

    • Delete – permanently removes the order from the database.

    • Cancel – marks the order as canceled.

Warning

A cancellation cannot be undone.

Deleting an order permanently removes it from the system.

Tabs at a glance

Overview tab

Contents: order overview, billing address, shipping address, ordered products, total price with individual items, payment method, shipping method, order notification, order number, customer number, folder for orders, new, processed, problems, today’s orders, total orders, shipping orders, shipping confirmation, invoice and delivery note as PDF
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Main tab

Contents: IP address and order, Trusted Shops, order number, invoice number, discount, payment information, payment date, payment method, shipping information, shipping method, shipping costs, order shipping, shipping confirmation, links to downloadable products
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Addresses tab

Contents: billing address, shipping address, user, account, billing and shipping settings
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Products tab

Contents: products in an order, changing product quantity, cancelling ordered products, deleting products from the order, searching for products, adding products to the order, total price with individual items
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History tab

Contents: note, log, customer actions, customer information
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Downloads tab

Contents: downloadable products of an order, downloadable files, first and last download, number of completed downloads, maximum possible downloads, validity of download links, reset, resetting downloads
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