X-Cart:Advanced Order Management

What X-AOM module does

X-AOM introduces a number of new features enabling you to modify your customers' orders after they are placed. It allows you to add/remove items from order, edit parameters of the order, change delivery method, change pricing, discounts, shipping and more.

The key features of this module include:

1. Editing ordered products

• adding new products to the order
• removing products from the order
• updating the options and quantity of ordered products
• editing product prices

2. Editing Gift Certificates

• changing the amount
• updating the original information (before the certificate has been activated)

3. Editing customer information

• updating personal and contact information
• editing billing/shipping addresses

4. Editing order totals

• changing delivery method
• changing payment method
• automatic recalculation of discounts, shipping costs, tax costs and order totals

Note: Pre-captured orders cannot be edited using X-AOM functionality.

Getting Started

This section of the manual provides instructions on how to carry out some basic tasks concerning the X-AOM add-on module.

Opening Orders for Editing

Before you can start changing the order details, you must open the order for editing.

To open the order for editing:

1. In the X-Cart Admin area, go to the Orders section (Management menu->Search for orders).
2. Use the Search for orders form to find the order you want to edit.
3. Click on the order number to display the order details.
4. Click the Modify button to see the Advanced Order Management box.

Here you can choose to carry out the following tasks:

• Preview order: To preview the order at any moment;
• Edit ordered products: To modify the set of products in the order;
• Edit ordered Gift Certificates: To modify gift certificates in the order (if any);
• Edit customer information: To modify information about the customer who placed the order;
• Edit order totals: To modify the components that make up the order total (e.g., shipping cost, discount savings, etc.).

Important: Simultaneous editing of two or more orders during one session can result in incorrect functioning of the module. We recommend that you first finish editing one order before you start editing another order. To finish editing the order, save or cancel the changes and click the Exit button on the Advanced Order Management box.

Previewing Order Details

While editing an order, you may wish to preview the order details. X-AOM allows you to preview the order details at any moment.

To preview the order you only need to click on the Preview order link in the the Advanced Order Management box. The Order # %order_number%: Preview form will display the order details as shown below:

Important: Before previewing the order, make sure you've updated the changes by clicking the Update button.

Undoing Changes

If necessary, you can undo unsaved changes and restore the saved state of the order.

To undo the changes, click the Cancel button on the Advanced Order Management box. The system displays a confirmation message saying that all the modifications were canceled.

Saving Changes

After the order details are modified, you must save the changes to the database. Otherwise the changes will not take effect.

To save the changes to the database:

1. Click the Save button on the Advanced Order Management box.

The system will display a message saying that the database is going to be updated and asking to confirm the action.

2. If you want to send the customer who placed the order a notification about the changes, select the Notify customer by e-mail check box.

3. Click the Yes button to save the modified order to the database, or click the No button to return to the order preview without saving the changes.

Important: If you save the changes to the database, you will not be able to undo the changes.

Deleting Orders

If necessary, you can delete the order and, thus, remove it from the database.

To delete the order:

4. Open the order for editing (see section #Opening Orders for Editing).

5. Click the Delete order button on the Advanced Order Management box.

After you click Delete order, the system displays a confirmation dialog.

6. Click the the Yes button to delete the order and remove it from the database, or click the No button to keep the order in the database and your store order history.

Important: If you choose to delete the order, you will not be able to restore it.