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Order Management + User Management


 

Table of Contents

 

Order Management

. 1

a. Search Orders. 1

b. View/Edit Orders. 2

i. Edit order details. 2

ii. Process refunds. 2

iii. Cancel orders. 4

iv. Process additional payment on an order. 4

c. View Customers

 

. 6

User Management. 6

a. Search by Role. 6

b. Create a new user. 7

c. User Roles + Permissions. 7

 

 

 

Order Management

a. Search Orders

 

Search an order either by putting the order Id, submitting complete order details, or simply scrolling the order-list down. The steps to search order on the site are as follows:
 

Step-1: Login to the admin panel
 

Step-2: Go to administrator toolbar and click on “Commerce
 

Step-3: Select “Orders” from the list
 

Step-4: On the order page, enter the “Order Number” and click on “Filter” to get it on your screen with complete details.
 

 


b. View/Edit Orders

 

        i. Edit order details
 

On the same page, you will find a list of orders made by users on the portal. Scroll down the order-list to view them all.
 

To edit an order, click on “Edit” button given against each order entry.
 

 

        ii. Process refunds
 

You can only refund order that have been processed using a credit card. Refunds cannot be generated on orders that have been processed via cash or cheque.
 

To refund an order, follow the steps given below:
 

Step-1: Login to the admin panel
 

Step-2: Go to the administrator toolbar
 

Step-3: Click on “Commerce
 


Step-4: Select “Orders

 

 

Step-5: Filter the desired order (for which you want to process a refund). Enter the Order Number, select its order type and state. Click on Filter and the order will reflect on your screen.
 


Alternatively, you can scroll down the page to view all the orders and find out the desired order by scanning your eyes through them.
 

Step-6: Once found, open the “Edit” drop-down list and click on “Payments
 


Step-7: Since, the payment for this order has been made via a credit card, you will see a Refund button against the order entry. Click on it to proceed further.
 


Step-8: The refund page will open up highlighting the refund amount. Hit the “Refund” button if you are sure that the details are correct, else click on “Cancel” to cancel the refund process.
 

 

iii. Cancel orders
 

      Coming Soon….
 

iv. Process additional payment on an order
 

To add additional payments on an already completed order, Click on “payment” link shown against the selected order.
 


On the payment page, click on “Add Payment



Select Payment type and click “Continue
 

 

Add payment details and click on “Add Payment
 

 

c. View Customers

 

On the order page, you get a separate column for customers. The “Customer” column lists the Username and email address of the customers who placed orders on the portal. To view customer profiles, simply click on the username and you will be landed to user profile.
 

 

The user profile page:
 


User Management

 

User management involves successful creation of user accounts, making changes to them, de-activating accounts when not required, and searching users from a pool of registered users. Let’s learn how to do all this in detail.
 

a. Search by Role

 

To search a specific user on your site, go to “People” on administration toolbar. Doing so, a list of users who have an account on the museum’s portal will appear on your screen. You can scroll down the list to find a specific user or fill the vacant field provided above this list to generate accurate results.
 

To generate most accurate results, search users by Role. Select a role that the user has been provided with and hit the “Filter” button to view related data in the list.
 


b. Create a new user

 

On the same page, you will find a button labeled as “Add User”. Click on it to create a new user.
 


c. User Roles + Permissions

 

Explore this page and you will find that there are a few more tabs that need to be clicked. They are Permissions, Roles, and Profiles.

 

 

Switch to the “Permissions” tab to view User Roles and Permissions on the same page. On this page, you get options to add permissions to listed user roles.
 

This is how this page appears:
 

 

Use this page to give permission to listed user roles. Scroll the page to the right and down to view all roles and permissions. Select the vacant checkboxes to complete your action.