Order Process Flow in URSify's Shop Admin

Hi All,

In this article, we look through the general process flow that is involved in order management at URSify's shop admin.

Order Management:

Order management helps you to manage your customer orders and also to monitor the process flow and life cycle of orders that have been raised by your clients.

Order Menu:

The order menu can be reached by selecting 'Orders' menu in shop admin. Here inside this page we can see a single section (tab) known as 'Order Listing'. Based on clients' order raise these sections varies.

Order Process Flow:

The process flow of an order can be monitored in shop admin instantly when a client raises an order(s). In order to understand this process flow, we should be aware of the various statuses that can be experienced directly or indirectly (cannot be viewed in shop admin) in shop admin.

Order Life Cycle:

The various stages encountered from the time when a customer (in shop front after adding products to cart) gives checkout (to proceed for payment) to until 'shipment received' (or product downloaded in case of 'downloadable product') by that customer is known as 'order life cycle'.

Order Statuses:

The following list shows the various statuses that can be seen for various types of orders.

Pending
Authorized
Progress
Success
Shipped
Declined
Closed
Failed
Canceled

Order Status Types:

There are 3 types of order statuses namely 'start', 'intermediate', 'hidden' and 'end' statuses. All the above statuses listed above will fall under any of the mentioned order status types.

Start Statuses:

The statuses 'Pending' and 'Authorized' are always viewed as start or initial status in shop admin during order raise.

Intermediate Statuses:

'Success' and 'Shipped' are the two statuses that always come in the middle of an order life cycle.

Hidden Statuses:

The statuses 'Progress' and 'Failed' are hidden which cannot be seen or experienced by the shop admin. Here 'Progress' comes in the middle of an order life cycle (i.e. intermediate status) whereas 'Failed' status is an 'end status' (refer 'End Statuses').

End Statuses:

The following statuses can be experienced during the end of an order life cycle. They are 'Declined', 'Closed', 'Failed' (hidden) and 'Canceled'.

Types of Shipment:

In order to understand an order process flow, we should be aware of the types of shipment through which products can be delivered to our customers. There are two types of shipment namely

1. Shipment based on product types(method):

Shipment can be performed only for physical products such as 'simple' and 'configurable'.

2. Based on payment types:

Shipping also varies based on payment types namely:

Cash on Delivery (CoD): Customer pays an amount at the time of dispatch.
Instant Payment: Customer pays online instantly at the time of product purchase.

Understanding Order Process Flow in Shop Admin:

Order ID:

Once when a client clicks 'CONFIRM ORDER' at 'checkout' page and when the page starts to redirect, an order ID is created inside the shop admin. An order id is a unique id that will be generated and can be viewed in shop admin (e.g. 00000009142). This id is required for tracking a particular order in shop admin whenever required. As soon as an order id is created, the customer will receive a message that shows 'Your order created successfully' to his/her registered email along with order id and order status.

Order View (tab):

As soon as a status is created, we can view the order in shop admin under the 'Order View' tab(a new section will be created next to 'Order Listing'). The following details can be viewed in this page. There are 5 display block sections visible in this page.

Order Details:

This section contains 'order ID', 'order date & time', 'order status', 'total purchase amount with corresponding currency unit' and 'payment information' (Paypal Express).

Delivery Address:

Here we can view the customer's delivery address with a name, street, city, code, country etc.

Account Information:

Customer's 'email' and 'account type' (guest account or registered account) can be viewed in this section.

Delivery Method:

The type of delivery method can be viewed in this section (e.g. free shipping).

Shopping Cart:

This section contains the shopping cart details such as 'product name', 'item status' (whether in stock or out of stock), 'price value', 'product quantity' and 'total purchase price of the product' (excluding shipping cost, tax, and discounts).

Below this section we can see details such as 'subtotal' ('total purchase price' viewed in 'shopping cart' section), 'shipping cost', 'tax price' if applicable, 'discount amount'.

Grand Total: This will be the addition of all details such as sub total, shipping cost, tax (discount value will be subtracted from the final added amount) and the final bill amount that the customer paid or will pay based on the payment type.

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