X-Cart:Orders - Revision history

Dohtur: /* Orders in X-Cart */

2016-08-14T06:03:06Z

‎Orders in X-Cart

Seyfin: /* Printing order invoices and shipping labels for orders */

2013-01-16T10:41:32Z

‎Printing order invoices and shipping labels for orders

Dohtur: /* Viewing orders */

2012-10-09T09:23:38Z

‎Viewing orders

Dohtur: /* Updating order statuses */

2012-10-09T09:22:07Z

‎Updating order statuses

Dohtur: /* Finding orders */

2012-10-09T09:20:02Z

‎Finding orders

Dohtur: /* Finding orders */

2012-10-09T09:18:03Z

‎Finding orders

Dohtur: /* Statuses of orders paid for by offline payment methods */

2012-10-09T09:15:19Z

‎Statuses of orders paid for by offline payment methods

Dohtur: /* Roles in order management */

2012-10-09T09:13:38Z

‎Roles in order management

Seyfin: /* Statuses of orders paid for by online payment methods */

2012-06-06T11:41:53Z

‎Statuses of orders paid for by online payment methods

Seyfin: /* Statuses of orders paid for by online payment methods */

2011-12-12T04:33:48Z

‎Statuses of orders paid for by online payment methods

@@ Line 12: / Line 12: @@
 Each order has its unique order id number and, at any moment in time, is characterized by a status. For information on the system of order statuses used in X-Cart, see the section [[#Order Statuses | Order Statuses]].
-<videoflash>yALJMShktUw|800|476</videoflash>
+<youtube>yALJMShktUw</youtube>
 == Roles in order management ==

@@ Line 261: / Line 261: @@
 # Print the page contained in the new window.
-=== Exporting orders ===
+== Exporting orders ==
 {{XC 4.0}}
-X-Cart provides a number of options for exporting orders. It is possible to export all the orders stored in the database, all the orders returned by an order search query or just some specific orders. Several export formats are supported: standard format (for use with 4.1.x versions of X-Cart), 4.0.x compatible format (three variations are available depending on the desired delimiter - tab, comma or semicolon) and, if QuickBooks module is enabled, IIF (QuickBooks 2002, 2003).
+X-Cart provides a number of options for exporting orders. It is possible to export all the orders stored in the database, all the orders returned by an order search query or just some specific orders. Several export formats are supported: standard format (for use with 4.1.x versions of X-Cart), 4.0.x compatible format (three variations are available depending on the desired delimiter - tab, comma or semicolon) and, if [[X-Cart:QuickBooks | QuickBooks module]] is enabled, IIF (QuickBooks 2002, 2003).
 To export all orders:

@@ Line 177: / Line 177: @@
 #* '<u>Tracking number</u>' field: Order tracking number.
 #* '<u>Order details (not visible to customer and provider)</u>' section: Notes about the order that are visible only to the store administrator. For orders paid for using an online payment method, this section also contains a link titled 'Payment gateway log'. Clicking on this link allows you to view information about this order that was received from the payment processor.
-#* '<u>Order notes (not visible to customer)</u>' section: Notes about the order that are visible only to the store administrator and (in X-Cart PRO version) product providers.
+#* '<u>Order notes (not visible to customer)</u>' section: Notes about the order that are visible only to the store administrator and (in X-Cart PLATINUM and PRO versions) product providers.
 To go back from the '<u>Order details</u>' page to the orders list, you can use the link Go to orders list at the top.

@@ Line 152: / Line 152: @@
 === Updating order statuses ===
-Users with administrator privileges (X-Cart GOLD and PRO) can change the statuses of orders displayed as a list in the '<u>Search results</u>' dialog box.
+Users with administrator privileges (X-Cart GOLD, GOLD PLUS, PLATINUM and PRO) can change the statuses of orders displayed as a list in the '<u>Search results</u>' dialog box.
 To change the status(es) of one or more orders, do the following:

@@ Line 145: / Line 145: @@
 The buttons below the search results allow you to perform various operations on the found orders:
-* X-Cart PRO administrator and X-Cart GOLD administrator/provider users can update order statuses and delete selected orders.
+* X-Cart PLATINUM/PRO administrator and X-Cart GOLD/GOLD PLUS administrator/provider users can update order statuses and delete selected orders.
 * all users (X-Cart PLATINUM/PRO administrator, X-Cart PLATINUM/PRO provider and X-Cart GOLD/GOLD PLUS administrator/provider) can print invoices and shipping labels for selected orders and export orders.

@@ Line 146: / Line 146: @@
 * X-Cart PRO administrator and X-Cart GOLD administrator/provider users can update order statuses and delete selected orders.
-* all users (X-Cart PRO administrator, X-Cart PRO provider and X-Cart GOLD administrator/provider) can print invoices and shipping labels for selected orders and export orders.
+* all users (X-Cart PLATINUM/PRO administrator, X-Cart PLATINUM/PRO provider and X-Cart GOLD/GOLD PLUS administrator/provider) can print invoices and shipping labels for selected orders and export orders.
 X-Cart retains the parameters you define for an order search until your session expires. This means that, if you decide to do a new search after you have already searched for something in your current session, the '<u>Search for orders</u>' form will still have all the settings you used during your previous search. Make sure these old settings agree with what you are going to search for or readjust the search parameters. If the advanced search section of the '<u>Search for orders</u>' form contains any settings that you do not need for your new search, you can quickly clear this section by clicking the 'Reset filter' link at the bottom of the '<u>Search</u> <u>for orders</u>' form.

@@ Line 46: / Line 46: @@
 * '''Processed''' - The status indicating that the payment has been received by the store.
-* '''Complete''' - The status indicating that all work on the order has been completed. For example, this status can be assigned to an order by the store administrator or (in X-Cart PRO) by the product provider after the order has been shipped.
+* '''Complete''' - The status indicating that all work on the order has been completed. For example, this status can be assigned to an order by the store administrator or (in X-Cart PLATINUM and PRO) by the product provider after the order has been shipped.
 * '''Declined''' - The status indicating that the order has been canceled by the store administrator. For example, this status may be used when an order is found to be fraudulent.
 * '''Backordered''' -The status indicating back orders. It can be manually assigned to orders containing products that are temporary out of stock.

@@ Line 16: / Line 16: @@
 == Roles in order management ==
-If you are an X-Cart GOLD administrator/provider or an X-Cart PRO administrator:
+If you are an X-Cart GOLD or GOLD PLUS administrator/provider or an X-Cart PLATINUM or PRO administrator:
 * You can manage all the orders in your store (Study the section [[#Managing Orders]]):
@@ Line 26: / Line 26: @@
 - delete orders.
-If you are an X-Cart PRO provider:
+If you are an X-Cart PLATINUM or PRO provider:
 * You can manage the orders that contain your products (Study the section [[#Managing Orders]]):

@@ Line 57: / Line 57: @@
 After the order has been placed, the online payment processor processes the payment and exchanges information about the status of the payment transaction with X-Cart. X-Cart interprets the information received from the payment processor and automatically updates the order's status. The following statuses may occur:
-* '''Queued''' - The status indicating that the online payment processor has returned a temporary status indicating waiting (for example, an order processed through PayPal may get the status 'Queued' when PayPal returns 'Pending' status).
+* '''Queued''' - The status indicating that the online payment processor has returned a temporary status indicating waiting (for example, an order processed through PayPal may get the status 'Queued' when PayPal returns <u>'Pending'</u> status).
 * '''Processed''' - The status indicates that the "Capture" or "Authorize and capture" request has been successfully processed and accepted by the online payment processor.
-* '''Pre-Authorized''' - The status indicating that the amount corresponding to the order total has been successfully authorized by the online payment processor; this status occurs only in orders paid for using a payment method working in 'Auth only' mode.
+* '''Pre-Authorized''' - The status indicating that the amount corresponding to the order total has been successfully authorized by the online payment processor; this status occurs only in orders paid for using a payment method working in <u>'Auth only'</u> mode.
 * '''Failed''' - The status indicating that payment processing has failed.
-Orders that receive the status Pre-Authorized require further manual processing by the store administrator: the store administrator must either capture the amount for which authorization was issued or void the transaction. If he or she performs the 'capture' action and the payment is captured successfully, the status of the order is updated to Processed. If he or she performs the 'void' action, the authorization is voided and the order status is updated to Declined. If the store administrator fails to capture or void the authorization within the time limit defined by the payment processor, X-Cart updates the order status to Declined automatically.
+Orders that receive the status '''Pre-Authorized''' require further manual processing by the store administrator: the store administrator must either capture the amount for which authorization was issued or void the transaction. If he or she performs the <u>'Capture'</u> action and the payment is captured successfully, the status of the order is updated to '''Processed'''. If he or she performs the <u>'Void'</u> action, the authorization is voided and the order status is updated to '''Declined'''. If the store administrator fails to capture or void the authorization within the time limit defined by the payment processor, X-Cart updates the order status to '''Declined''' automatically.
 Please note that the statuses '''Complete''' and '''Backordered''' are not assigned to orders paid for by online payment methods automatically. If you wish to use these statuses for orders, you can assign them manually.

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 Orders that receive the status Pre-Authorized require further manual processing by the store administrator: the store administrator must either capture the amount for which authorization was issued or void the transaction. If he or she performs the 'capture' action and the payment is captured successfully, the status of the order is updated to Processed. If he or she performs the 'void' action, the authorization is voided and the order status is updated to Declined. If the store administrator fails to capture or void the authorization within the time limit defined by the payment processor, X-Cart updates the order status to Declined automatically.
-Please note that the statuses Complete and Backordered are not assigned to orders paid for by online payment methods automatically. If you wish to use these statuses for orders, you can assign them manually.
+Please note that the statuses '''Complete''' and '''Backordered''' are not assigned to orders paid for by online payment methods automatically. If you wish to use these statuses for orders, you can assign them manually.
 ==Managing Orders==