Lesson 1 of 0
In Progress

Processing Orders

Wisse 08/04/2023

Step 1: Log in to your YSOB Site

  • Open your web browser and log in to youre YSOB website.
  • Enter your username and password that have been sent to you via email.

Step 2: Access the Orders Section

  • After logging in, you will be redirected to the YSOB dashboard.
  • On the left-hand side of the dashboard, click on “Webshop” to access the webshop settings.
(Screenshot 2: YSOB dashboard with the “Webshop” menu highlighted)

Step 3: View the Orders

  • In the webshop settings, click on “Orders” to view all the orders placed on your webshop.
(Screenshot 3: Webshop settings with the “Orders” menu highlighted)

Step 4: Process an Order

  • Select the order you want to process by clicking on it.
  • Review the order details, including the customer’s information, products ordered, and payment status.
(Screenshot 4: Order details page with the relevant sections highlighted)

Step 5: Update Order Status

  • Decide on the appropriate order status based on the progress of the order.
  • In the order details page, locate the “Order Status” section and click on the dropdown menu.
  • Choose the relevant order status option (e.g., Processing, Completed, Refunded, etc.).
(Screenshot 5: Order details page with the “Order Status” section highlighted)

Step 6: Add Order Notes

  • If necessary, add any additional notes or comments related to the order.
  • Scroll down to the “Order Notes” section and enter the relevant information.
  • This can be useful for internal purposes or for communicating with the customer.
(Screenshot 6: Order details page with the “Order Notes” section highlighted)

Step 7: Update the Order

  • Once you have reviewed and updated the necessary order details, click on the “Update” button to save the changes.
  • The customer will receive an email notification about the updated order status and any added notes.
(Screenshot 7: Order details page with the changes saved and the “Update” button highlighted)

That’s it! By following these steps, you have successfully processed an order in your YSOB webshop. You can now manage the order status, add notes, and communicate with your customers effectively. Remember to regularly check the “Orders” section in your webshop settings to stay on top of all incoming orders and provide a smooth purchasing experience for your customers.