Wednesday, March 28, 2007

How to view your orders

One of the most common tasks is viewing your orders. There are 2 general ways to view your orders. You can see your latest orders on your dashboard OR, you can go to the orders page to view all other orders.

Dashboard:
This is my favorite. To view your dashboard, please do the following:
  • Login as the administrator
  • The first page that shows up is your Dashboard
  • You will see the Unpaid orders in the middle of the page. To view any order, simply click on the order number.

Note: BVCommerce allows you to configure your dashboard easily. The default view allows you to see all unpaid orders. If you would like to see the most recent orders, please follow these steps:

  • Login as the administrator
  • While on the Dashboard, look below your "Unpaid Orders" section
  • Click on the "Edit" button
  • You will now be taken to the screen where you can edit what shows in the middle column of your dashboard.
  • In the drop down box, choose "Order Activity". Then click on the "New" button
  • The page will refresh. The new section is at the bottom. You will see it in yellow, with the text "Please configure control" underneath.
  • Click on the "Edit" button in the yellow section
  • Make the following settings:
  • Select a new status: Payment (keep this, it's the default)
  • Browse the radio buttons for "Paid" click on the circle to choose "Paid"
  • Keep everything else the same. Click "Ok" This will take you back to the page to add blocks like this.
  • Click "Ok" again to save your changes.
  • You will be taken to the Content Columns page.
  • To see your changes, click on the "Dashboard" tab on the top left.
  • If you want to change the display, feel free to follow these steps again to edit the display.

Order Manager:

To see more detailed reports and information, please follow these instructions:

  • Login as administrator
  • Click on the tab at the top labeled "Orders"
  • To view the details of any order, click on the order number to take you to the details.

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