Managing Orders

Insites allows you to create and manage orders for the ecommerce module of your application. The following topics are discussed in detail in this document:

• Updating an order
• Managing contacts
• Managing shipping information
• Managing billing information
• Managing custom fields
• Managing notes
• Viewing the event stream
• Viewing system information
• Deleting an order
• Inventory
• Orders and payments

Updating an order

To update an order:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order you want to update and select its View row action link.
4. Select EDIT to update an order's details. You can also make changes across the following tabs:
   • Items
   • Discounts
   • Payments
   • Contacts
   • Shipping
   • Billing
   • Custom Fields
   • Notes
   • Event Stream
   • System Info
5. Select SAVE.

Managing contacts

This section includes the following topics:

• Adding a contact
• Updating a contact

Adding a contact

To add a contact:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order to which you want to add a contact and select its View row action link.
4. Navigate to the 'Contacts' tab.
5. The Contacts tab has two sections, Company and Contact. In an empty section, select ADD COMPANY or ADD CONTACT. Once a record is set, use its EDIT or REMOVE button. You can add the following to the order:
   • Company
   • Contact
6. Fill out the form for adding a contact to the order. You can refer to the Contacts section in the 'Adding an Order' document for the input requirements.
7. Select ADD COMPANY or ADD CONTACT.

Updating a contact

To update a contact:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the contact you want to update and select its View row action link.
4. Navigate to the 'Contacts' tab.
5. Find the contact you want to update and select its EDIT link.
6. Make your changes.
7. Select SAVE.

Managing shipping information

• Adding shipping information
• Updating shipping information

Adding shipping information

To add shipping information:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order to which you want to add shipping information and select its View row action link.
4. Navigate to the 'Shipping' tab.
5. Each part of the Shipping tab has its own button: ADD SHIPPING COMPANY, ADD SHIPPING CONTACT and ADD SHIPPING ADDRESS. Shipping packages are added with CREATE SHIPPING PACKAGE, and each package card has a menu with 'Edit Shipping Package' and 'Delete Shipping Package'. You can add the following types of shipping information to the order:
   • Shipping Company
   • Shipping Contact
   • Shipping Address
   • Shipping Packages
6. Fill out the form for adding shipping information to the order. You can refer to the Shipping section in the 'Adding an Order' document for the input requirements of the company, contact and address. The inputs for a shipping package are listed in the table after this step-by-step guide.
7. Select the submit button of the form, for example ADD SHIPPING COMPANY.

The table below displays the input requirements and descriptions for a shipping package:

Updating shipping information

To update shipping information:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the shipping information you want to update and select its View row action link.
4. Navigate to the 'Shipping' tab.
5. Find the shipping information you want to update and select its EDIT link.
6. Make your changes.
7. Select SAVE.

Managing billing information

This section includes the following topics:

• Adding billing information
• Updating billing information

Adding billing information

To add billing information:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order to which you want to add billing information and select its View row action link.
4. Navigate to the 'Billing' tab.
5. Each part of the Billing tab has its own button: ADD BILLING COMPANY, ADD BILLING CONTACT and ADD BILLING ADDRESS. You can add the following types of billing information to the order:
   • Billing Company
   • Billing Contact
   • Billing Address
6. Fill out the form for adding billing information to the order. You can refer to the Billing section in the 'Adding an Order' document for the input requirements.
7. Select the submit button of the form, for example ADD BILLING COMPANY.

Updating billing information

To update billing information:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the billing information you want to update and select its View row action link.
4. Navigate to the 'Billing' tab.
5. Find the billing information you want to update and select its EDIT link.
6. Make your changes.
7. Select SAVE.

Managing custom fields

You can use the 'Custom Fields' tab to update the custom fields used by the order. To update custom fields:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the custom field you want to update and select its View row action link.
4. Navigate to the 'Custom Fields' tab.
5. Select EDIT.
6. Make your changes.
7. Select SAVE.

Managing notes

This section includes the following topics:

• Adding a note
• Updating a note

Adding a note

To add a note to the order:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order to which you want to add notes and select its View row action link.
4. Navigate to the 'Notes' tab.
5. Select ADD ORDER NOTE
6. Fill out the form for adding notes to the order. You can refer to the Notes section in the 'Adding an Order' document for the input requirements
7. Select ADD ORDER NOTE.

Updating a note

To update a note:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the note you want to update and select its View row action link.
4. Navigate to the 'Notes' tab.
5. Select EDIT.
6. Make your changes.
7. Select SAVE.

Viewing the event stream

The event stream enables you to review significant events related to the order. To view the order's event stream:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order whose event stream you want to view and select its View row action link.
4. Navigate to the 'Event Stream' tab.

You can view event stream details by selecting VIEW DETAILS. This view enables you to examine previous data stored in the order and compare it with current data.

Viewing system information

System information stored for an order displays basic data such as the date and time when an order was created and the date and time of the latest order update. To view system information:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order whose system information you want to view and select its View row action link.
4. Navigate to the 'System Info' tab.

Deleting an order

To delete an order:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order you want to delete and select its Delete row action link.
4. Complete the order deletion process using the confirmation modal.

Inventory

Take note of the following system behaviors regarding the ecommerce inventory:

• Each product and each variant has a stock level. The Ecommerce module does not change stock levels when an order is placed, paid, failed or refunded. If your project tracks stock, your storefront must update the stock level, for example through the API.
• A cart item stores the product, the variant and the quantity, but not a price. Each order item stores its own name, SKU, quantity and prices, so an order keeps the prices it was placed at.

Orders and payments

The following notes apply to orders and payments:

• Monetary values for orders and payments are stored as decimal numbers in the order's currency. For example, an order amount of $1.00 is saved as 1.0, and $105.55 is saved as 105.55.
• An order can have 0, 1, or multiple payments.
• A cart is not linked to an order. When a customer checks out, your storefront creates the order and adds its order items. The order items show the breakdown of what was bought.
• Orders support multiple payments (e.g., installments or recurring payments). This feature must be managed on the front end, as it meets a project requirement.
• Payments are associated with orders by assigning an order UUID to a payment.
• Orders and payments support partial/multiple payments. Thus, one order can have multiple payments. This feature must be managed on the front end, as suited to the project's requirements.