Franchise FAQ

how do franchises manage online orders and payments via woocommerce

by Mr. Cole Beatty Published 2 years ago Updated 1 year ago

How To Manage Orders In WooCommerce

  • Access Orders To access orders, log in to your WordPress admin panel and click WooCommerce. ...
  • Adding A New Order Log in to our WordPress account and click on WooCommerce > Orders. ...
  • Handling Existing Orders Once an order is placed, you have to process it and complete it after successful payment. ...
  • Delete Order You can delete orders if you wish. ...

Full Answer

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How do payments work with WooCommerce?

WooCommerce Payments has no setup charge and no monthly fees. You pay 2.9% + $0.30 for each transaction made with U.S.-issued credit or debit cards. For cards issued outside the U.S., there's an additional 1% fee. Your funds will automatically be deposited into your nominated account daily, on a two-day rolling basis*.

How do I manage orders in WooCommerce?

Go to: WooCommerce > Orders. Select Screen Options in the top right corner. Select which Columns to show....These are the available options:Order number and customer name,Date of purchase,Order status,Billing address,Shipping address,Purchase total, and.Actions.

How do I collect payments from WooCommerce?

You can add new payment methods or configure your existing ones by visiting WooCommerce > Settings > Checkout. From this section of the WooCommerce settings, you can choose which payment processing options are enabled, and which order they display in during checkout.

Does WooCommerce have a payment processor?

WooCommerce comes with built-in support to select Stripe as your payment gateway. It supports all top credit and debit cards. Your customers can also pay using Apple Pay, Google Pay, and Alipay.

How would you obtain a customer's order details from WooCommerce?

There under the customers name you will see a “Users Insights Profile →” link. This links to the WooCommerce customer profile page of the customer who have purchased the order and from there you can get all the customer details that you might need.

How do I place an order in WooCommerce?

0:183:25How to place an order for a client in Woocommerce, Wordpress, and ...YouTubeStart of suggested clipEnd of suggested clipAnd you just have to go to WooCommerce orders. And just add another this is very easy. So this isMoreAnd you just have to go to WooCommerce orders. And just add another this is very easy. So this is the status you want to the order to be in when you've placed the order so if you want to have an order

What is the best payment gateway for WooCommerce?

The Top WooCommerce Payment GatewaysStripe.PayPal Pro.Square.Authorize.net.Amazon Pay.Apple Pay.Alipay.

Do I need a payment gateway for WooCommerce?

Support for Subscriptions Should you wish to sell recurring payments on your site, for example using the WooCommerce Subscriptions extension (separate purchase), you must choose a payment gateway that supports manual or automatic recurring payments. More info at: Subscription payment methods and gateways.

Is WooCommerce payments better than stripe?

To wrap up, the costs for using both services are similar. Stripe fees can be more affordable for international transactions. For manual card information entry, WooCommerce Payments may be the better deal in the long-run.

Is WooCommerce payments secure?

WooCommerce Payments is PCI compliant and uses SSL encryption to protect your data. The gateway also offers fraud protection and dispute resolution services. Overall, WooCommerce Payments is a secure and reliable payment gateway for your online store.

Can I use multiple payment gateways on WooCommerce?

The answer is yes! You can have multiple payment gateways set up and running on your WooCommerce store. There are a few reasons why you might want to have multiple payment gateways. Maybe you want to offer your customers more choice, or maybe you're looking for a backup in case one of your payment processors goes down.

How do I create a payment gateway in WooCommerce?

Uploading in WordPress DashboardNavigate to the 'Add New' in the plugins dashboard.Navigate to the 'Upload' area.Select woocommerce-other-payment-gateway.zip from your computer.Click 'Install Now'Activate the plugin in the Plugin dashboard.

How do I edit an order in WooCommerce?

To edit the order, the status must be set to On Hold or Pending payment....To update the purchased items with variations, you can follow the below steps:Put the order in On Hold status.Now you can remove the already placed item and then add the new item (with updated variation).More items...

How do I track my order on WooCommerce?

Add shipment tracking information to your orders Provide customers with an easy way to track their shipment with WooCommerce Shipment Tracking. After adding details to an order, the tracking information will appear in emails, the order tracking page, and the order view page in their account section.

How do I change my order status automatically in WooCommerce?

To setup Order Status Control, go to WooCommerce > Settings > General and update the Orders to Auto-Complete setting to determine which paid orders should skip the Processing status and go directly to Completed status: None: No orders will be automatically completed.

How do I change my order status in WooCommerce?

Setup and ConfigurationGo to: WooCommerce > Orders.Locate the Order for which you would like to change the status.Click the Change Status button in the Actions column.Select the desired Order Status from the dropdown.Enter a reason in the Status Comment field, if desired.More items...

How to access orders in WooCommerce?

To access orders, log in to your WordPress admin panel and click WooCommerce. On the orders page, all orders and their information is displayed (e.g. order number, customer name, date of purchase, order status, shipping address and purchase total) displayed in neat rows.

What is WooCommerce report?

WooCommerce provides a report on the order information which can be expanded to include order confirmation, invoice and packaging details. The orders go through stages of from being a new order, to being processed and completed. As the website owner, you need to understand the order information that includes; Name of the customer, item ordered among others.

How to filter orders in order?

A panel opens, and you can choose which items you want to be displayed. You can filter orders in ascending or descending order by click the different headings.

How to apply bulk action to order?

Navigate to Orders page, on the Bulk Actions menu, select the Order status and click Apply.

Is WooCommerce a good platform?

WooCommerce is arguably one of the best e-commerce platforms for WordPress around the world. After site setup and receiving your first order, streamlining the order management process helps avoid costly errors and keep customers coming back for more.

Viewing orders

You can take orders from the order management page. To check out your orders, you need to go WooCommerce >> Orders from your WooCommerce admin panel.

Order Data

You can modify your orders status while using the order data panel, as well as you can view and change the customer’s order note. You can also change which user the order is assigned to.

Order Items

Also, as we proceed further, you can see the next panel on the order page is the order items panel. This panel lets you know the list of items which is in the order alongside their respective prices and quantities.

Order Totals

You check this panel for order total and tax applied on the order. Also, you can enter these values yourself or have them part calculated for you utilizing the ‘calc totals’ button. You can see the following options.

Adding an order manually

You can also add your orders manually, in the top of the page you can see the Add Order button just click on it and add your product manually.

Customer Notes

You must use this feature because this feature is a very powerful tool for creating effective communication with your customers. In order to track a specific customer, you need to have access to their tracking number for shipping. Is some stock getting delayed? Add a customer note and they will be automatically notified.

Final Words

That is all there is to it. I hope you have no issues while managing your WooCommerce orders. This tutorial has proved to be of much help. If you have any query or suggestion encircling this tutorial, you can leave a comment below!

Bulk Actions and Filters

You can select a number of orders to perform a bulk action. These are:

Editing order status

On the Order details page, you can see the general details of the order. You can change the order status here. For some of the payment options like BACS, you have to manually change the order status to process the order ahead.

Billing and Shipping details

The customer’s address details will be displayed in this section. You can edit these details if required.

Item details

Next, you can see details of the ordered item (s). Individual cost, quantity and total cost are displayed.

Order Notes

This section displays notes related to the order. It has internal notes regarding the change of order status and any other details. In the ‘Add note’ section, you can add notes to communicate to the customer as well.

Creating an order manually

Click the Add Order button to manually create an order. Add the relevant information of the order, along with the order status.

Step 1 Add a New Order

In order to access the page where you will be able to manage all of the Orders you will need to first login into the admin area of your Wordpress website. From there you will need to navigate to WooCommerce > Orders .

Step 2 Handli e Existing Orders

Once an order has been submitted on your WooCommerce Online Store you will need to process it and then potentially complete it after a successful payment. You can only edit orders which are not paid and are in Pending Payment status. Once logged into the admin are of your Wordpress application please navigate to WooCommerce> Orders.

How to review WooCommerce orders?

It was then explained the best method of installing a plugin to allow you to create invoices and packing slips, with some custom settings applied to provide a more professional touch. Finally the order was marked as complete, with the next order awaited for.

What is WooCommerce PDF?

The 'WooCommerce PDF Invoices & Packing Slips' extension that was installed offers a number of advanced options that you may wish to customise in order to refine the invoice display to your customers. It's therefore worth investing the settings.

Does WooCommerce have packing slips?

WooCommerce, by default, unfortunately doesn't come with any invoicing or packing slip tools. You can purchase this extension add-on directly from WooCommerce, but because of the open nature of WordPress, there are free alternatives that are just as good.

Can you mark an order as completed in WooCommerce?

Once your order has fulfilled / posted, you can mark the order as completed which will then resolve the notification in the WooCommerce menu that something needs your attention . To do this, return back to your orders overview section.

What is a WooCommerce order?

Taking a WooCommerce order is only the beginning of your work in managing your store and the customer experience. Read on to learn what's next. Taking a WooCommerce order is only the beginning of your work in managing your store and the customer experience. Read on to learn what's next.

How to preview order in WooCommerce?

Click on WooCommerce. Click on Orders. Scroll through your orders and find the one that you want to preview. When you look at the line for the order look for the Datecolumn. Next to the date, you will see an icon resembling an eye. Click on the eye. You will see the preview of the order appear in a summary format.

Can you edit shipping and billing information?

The billing and shipping information can be inherited automatically from the customer’s, edited if necessary, or added manually. Remember, your customers can also edit their accounts from there.

Does WooCommerce accept orders?

WooCommerce is designed to accept orders for your products in a very simple, straightforward way. However, there may be an occasion in which you will need to manually add an order on behalf of a customer. Follow along with the steps below to add the order.

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