Order Management

In this guide we will explain how to manage orders received from the reseller account’s customer sites.
 

When a customer purchases a membership, or any other product, the order in the reseller account will go through a few archives until completion of the transaction.

On each line of the order, the order’s details will be displayed, for example: order number, site code, the name on the invoice, how the transaction was performed, and the sum and date of the transaction. Clicking on the “Details” button in the records of that site will display the full details of the transaction, including package type, domain, or any other product ordered by the customer.

 

Orders that have not been paid will be colored red and display an “Awaiting payment” message.

Orders that have been paid, but not yet approved by the reseller will be colored yellow and will display an “Awaiting approval” message.

Orders that have been approved will be colored green and will display a “Paid and approved” message.

Orders that have not yet been completed by the customer will be colored black.

When a customer completes their order and chooses a method of payment that requires contact with the reseller account’s administrator (bank transfer, mailed-in check, and so on…) the order will wait for the administrator on this page.

 

When the account’s administrator enters the management area, they may see the order on the “Awaiting payment” page, or in 

"Reseller account” >>"General".

 

All that is left for the reseller account administrator to do is to make contact with the customer if needed, to collect the payment and to approve the order.

After approval of the order, the record is transferred to this folder for product approval. This page is an automatic area and does not require any action from the reseller account administrator.

 

The order may wait on this page for a few hours pending verification of all of the order details, and until all of the products are purchased by the system. After a few hours the order will be automatically transferred to the “Handled Orders” archive, there it will be added to all of the other orders in the system.

When the customer enters the shopping cart on their site, a record containing the basic order details is created. The more the customer progresses towards completion, the more details are added online to the record in the reseller account.

 

Upon completion of the order, the record will be transferred to "Awaiting payment".

If for any reason, the customer does not complete the order, it will wait on this page with the details entered up to this point.

 

Consistent follow-up of this folder is important. If, for some reason, a customer cannot complete their order, it will be possible to contact them as soon as possible and find out the reason that they did not complete the order, and assist them with completion.