Using Edit Orders
Edit Orders is easy to use; the interface looks similar to the Customers :: Orders processing that is built into Zen Cart. Once the plugin is installed, navigate to Customers :: Orders and click the "Edit" button to view the editable details of the order.
On entry to the Edit Orders tool, you'll see a display similar to:
From that initial display, you'll make all the edits for the order and, once you're finished, "Commit" the edited order to the database.
Once you've opened an order for editing, you can edit the customer, billing and/or shipping addresses as needed by clicking the address' "Edit" button. When an address-edit button is clicked, a modal popup is displayed:
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Fields' requirements and minimum lengths are imposed, just like a customer's edit of an address. If an address field is changed, that field's border will change to indicate the change. Clicking the "Information" icon for a field will display a tooltip that identifies the field's value in the original order. Once a change has been made, a "Save" button appears which saves the change(s) for future recording in the database. The image to the left shows the EO5 integration with VAT4EU v4.0.0. |
Click on the "Additional Information" heading to toggle the view of that information. Most of information shown in the details is display-only, but you can change the "Payment Method" text — for instance, to note the check number used to pay the order. If the order was paid via credit-card, the obfuscated credit-card information displays in this section.
This section has two roles:
- Displays (or allows change) of EO's product-pricing method; see Configuration Settings for additional details.
- If changes are made to the order, displays an "Update" button that you'll use to review and then commit the changes to the order.
Clicking the "Update" button displays a modal that identifies all changes staged for the order. Click the "Commit Changes" button to (er) commit those changes to the order.
It's at this time that the order's database elements are updated. A status-history record (hidden from the customer's view) is also written to provide a record of the changes made to the order.
To edit an ordered (or added) product's quantity, name, model, price, one-time charges, tax-rate and/or product options (or to remove the product from the order), click the "Edit" button associated with the product. You'll see a screen similar to the following:
You'll see the product's "Original Order" information in the left-side pane and can update that information in the right-side pane. Make your changes and click the "Update" button to stage those updates to the order.
Note:
- To remove a product from the order, change its Qty to 0.
- A product's Unit Price, Tax and One-Time Charges can be edited only if price-editing is allowed.
- Changing a product's attributes results in the original product-variant's removal from the cart and the new variant being added.
To add a product to the order, start by clicking the "Add Product" button near the center of the page. You'll be presented with a modal popup through which you'll select the base product to be added:
You can
- Choose the product by entering its
products_id. - Searching for the product by its name or model number.
- Searching for the product by first choosing its "master" category.
Once you've chosen the base product, you can edit the quantity to add and change its name and/or model number. If pricing-editing is allowed, you can also edit the product's tax-rate and unit price. If the product has attributes, those can be chosen at this time:
Make your changes and click the "Add" button to stage that product for addition to the order.
Price calculations for the majority of order-totals are processed by the order-total modules directly and not Edit Orders. This helps prevent math errors and ensure consistency. Not all 3rd party order-total modules were written with the capability to be loaded and run against an order from the Zen Cart admin interface.
Many of the common order-total modules are automatically calculated for the order based upon store settings and information present in the order. Automatically calculated order-totals such as ot_tax, ot_loworderfee, ot_subtotal and ot_total cannot be edited or removed from an order.
To add an order-total to the active order's calculations, choose the to-be-added order-total from the drop-down list and click the associated "Add" button:
A modal popup appears through which you can configure the order-total's addition to the order. Note that the information you can enter depends on the order-total itself, not EO!
To remove an order-total from the active order's calculations, click the "Edit" button associated with the order-total to view a modal popup containing the order-total's current setting(s). The total's removal from the order depends on the order-total itself; some totals are removed by changing their value to 0 while others are removed via drop-down selection.
To update the order's shipping, click the "Edit" button associated with the shipping order-total. You'll see a modal popup similar to:
Make any changes and click the "Update" button to stage those changes for the order.
To update any other type of order-total, click the "Edit" button associated with the order-total. If there's no "Edit" button, the order-total entry is not editable!
To change an order's status and/or add a comment to the order, click the "New Comment" button. You'll see a modal popup similar to the following, which shows the integration of Ty Package Tracker, v5.0.0 with EO5.
Make your changes and click the "Save" button. The comment and any order-status change is staged for update, waiting for the updated order to be committed to the database. Any comment added is recorded as a separate status-history record from that automatically added by EO.