Order Management Overview

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Overview


Managing orders is one of the most important parts of running an eCommerce business. In this article, we'll cover the basics of order management in Spark Pay Online Stores. For more in depth information or articles on specific topics, see the Order Management Section of the Knowledge Base

 

The Order List Page


The first step to managing orders in Spark Pay is to login to the dashboard, then navigate to Orders > Orders. This will bring you to the Order List page: 

 

 

There are several features to familiarize yourself with on the order list page. These features are numbered in the screenshot above. 

 

  1. Search Options: Advanced search options for filtering the grid based on lots criteria. For example order balance, order status, and customer name. 
  2. More Actions Drop-Down: Lots of order actions can be performer her. For example printing invoices and changing order statuses
  3. Search Bar: Use the search bar to search for an Order by ID. 
  4. Active Layout Drop-Down: Click here to edit which columns are visible in the order grid
  5. Export Grid Drop-Down: The current layout grid can be exported to a CSV or XLS file here. 
  6. Action Icons: From left to right: Magnifying Glass (View Order), Pointer (Edit Order), Waste Bin (Delete Order)

 

Creating a New Order


New orders can be created on the Order List Page by clicking New

 

 

Clicking New will open a new Order Edit Screen. Once there, fill out the order information and click Save

 

 

Editing an Existing Order


 Existing Orders can be edited by clicking the Edit Icon under the Actions Column

 

 

Changing Order Statuses


Order statuses can be changed for multiple orders at once. To do so: 

  1. Check box next to the order in the Order Grid, then 
  2. Click More Actions > Change Order Status > [Status]

 

 

Printing Invoices and Packing Slips


Invoices and packing slips for multiple orders can be printed at once. To do so: 

  1. Check the box next to the desired orders, then 
  2. Click More Actions > Print > [Invoice or Packing Slip]

 

 

Requesting Payment from Customer


If an order is entered by an admin on the order edit screen, how can payment be securely requested from the customer? With a Payment Link. Payment links link a customer to the checkout page with all the order details filled in. All they have to do is input their payment information. To generate a payment link, edit an order, then 

  1. Click More Actions, then
  2. Click Generate Payment Link 
  3. The Payment Link will be displayed at the top of the Order Edit Screen. 

For more information on generating payment links, see: Generating a Payment Link

 

Editing the Order Grid Columns


The Order Grid on the Order List Page can be edited to add or remove columns. To do so:

  1. Click Active Layout, then
  2. Click Edit Current Layout
  3. Select order Deselect the desired columns
  4. Click Apply

 

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Comments

  • Avatar
    Kathy Sechrist

    Where do I edit the CSS for this page? I went through a LOT of trouble to fix custom fields on the customer's side, but it's still messed up on the admin side.

  • Avatar
    Austin Smith

    Kathy,

    The CSS for admin pages is not accessible for editing.

    You could suggest that be a feature at vote.sparkpay.com.

    --Austin
    SPOS Support

  • Avatar
    Kathy Sechrist

    Thanks Austin. I will do that as soon as I have time to figure out where to pull some votes from.