Overview of Orders
Overview of Orders
After a customer places an order, related processes such as managing all orders, along with processing customer orders and abandoned checkout orders are an important part of an online business. ShopBase offers sellers the tools to easily and conveniently execute these tasks. This section will introduce and guide you on how to use ShopBase tools to effectively handle your order related issues. In this section Overview of how to Manage Orders (https://help.shopbase.com/en/article/overviFew readersOverview of how to manage orders
Processing orders in a smooth and quick manner after customers placed orders is an important part of an online business. ShopBase provides a well-organized system to manage all orders in your store. Merchants can watch and edit information related to orders, understand order status, cancel or refund for customers, contact customers based on order information. This section will guide you on how to use order managing tools offered by ShopBase to optimize store management. In this sectionFew readersOverview of how to fulfill orders
After receiving orders from the customer, the next step is to process them. It requires contacting the supplier (or self-manufacturer) to package the product and send it to the address where the customer is registered. In addition to manual order processing, ShopBase provides you with many other tools such as fulfilling orders with a CSV file, handling print orders (POD) via PrintHub, handling dropshipping orders with PlusHub or Ali Dropship Connector app to save your time when processing multipFew readersOverview of how to recover and manage Abandoned Checkout
Abandoned Checkouts are orders that a website visitor has added the item(s) to the cart, entered their information into the checkout step, but he/she hasn't completed the purchase. Knowing how to handle abandoned checkout is an important way to boost store sales. You can review all information about these orders on the management page. Hence, it is possible to come up with actions to remind customers to complete these orders, including manually sending the link to customer emails and automatiFew readers
How to manage orders
View an order
When orders have been placed in your store, all of that order’s data and information are stored on ShopBase system. The information includes customer name, customer phone, customer email, payment status (paid/unpaid/pending/refund), order status (fulfilled/unfulfilled/processing) and order date, fulfillment date, ect. You can view, manage and update information for orders with no hassle by following these instructions below. Step by Step Tutorial From your ShopBase Store admin, go toFew readersView an order's timeline
ShopBase allows you to track activity related to an order in the Timeline section of each order page. Timeline gives the seller an overview of the events relevant to that order for further processing directions. This section will guide you through an order's timeline on the ShopBase admin page. Step by Step Tutorial From your ShopBase admin, go to Orders All Orders. Click on the order ID you want to view an order's timeline. (https://storage.crisp.chat/users/helpdeskFew readersAdd tags or notes, or edit an order
Tags and notes are comments, labels which are seen by staff only. Tag and notes can be used to search and manage orders, products. You can also use them to organize products in collection, categorize and order in search results. Step by step Tutorial From your ShopBase Store admin, go to Orders All Orders 2. Here you can see a list of orders. Click to see the details of an order you wantFew readersContact a customer about an order
When there're problems about their order, such as incorrect addresses, out-of-stock items, etc., merchants should contact the customers as soon as possible to update them about the situation. In this article, we will instruct you on how to contact a customer about an order. In this section A. Get information from order detail page B. Get information from customers page A. Get informationFew readersView the order status page of an order
The order status page is the final page of your store's checkout that the customer sees. This page allows your customers to perform these tasks: Checking the status of their shipment without needing to contact you directly Seeing real-time updates on the location of their shipment Continuing shopping in your online store By default, the customer will receive the link to their order status page in Order Confirmation email and/or Shipping confirmation email. To visit order statusFew readersArchive a fulfilled order
All the orders placed on your store will be displayed as Open status. If you have fulfilled an order and want to remove it from the Open order list, you can easily archive that order. Displaying the same order status makes tracking and management difficult sometimes. Therefore, ShopBase has a feature that allows merchants to archive these orders. The hidden orders then appear blurred compared to the other orders on the list. Archived orders will still be stored in the ShopBase system and you canFew readersCancel an order
As a merchant, if notices a suspected fraud on an order, the product is out of stock, or other reasons, you can easily get the order cancelled to stop the order processing. This article will guide you to cancel an order on ShopBase admin. Step by Step Tutorial From your ShopBase admin site, go to Orders All Orders. A list of orders will be displayed: 2. Click the order you want to cancel and rFew readersRefund an order
You might need to refund an order and send money back to your customers due to different reasons, such as the order is unable to process, or the delivered products are defective, etc. Depending on your store's policy, you can refund an entire order and or part of the order value. In this article, we will show you how you can handle a refund order on your ShopBase admin site. Step by Step Tutorial From your ShopBase admin, go to Orders All Orders. (https://storage.crisp.chaFew readersManage orders of multiple stores at the same time
With the new features integrated in ShopBase Admin Dashboard, merchants could easily manage all orders of multiple stores (including exporting orders and importing tracking numbers) at the same time using CSV files, instead of repeating same tasks in each store. In this article A. Export all orders B. Import multiple tracking numbers A. Export all orders Please refer to this article on how to export order detaFew readersUnderstand fraud analysis indicators
ShopBase's fraud analysis provides indicators for every order so you can investigate any order that might be fraudulent.Few readersPrevent fraud on ShopBase
Some suggestions for investigate suspicious orders to prevent fraud ordersFew readersSubmit a chargeback/inquiry response
When a customer of your merchants has an issue with a charge on their credit card, they can contact their bank to dispute the charge. The bank then makes a formal chargeback or inquiry for more information. If the cardholder's bank issues a chargeback, the bank will immediately deduct the disputed amount from your account. You will also be charged a chargeback fee by the cardholder's bank. If the cardholder's bank makes an inquiry, they do not immediately take the disputed amount or a fee. WheFew readersCheck a chargeback/inquiry status
When a customer of your merchants has an issue with a charge on their credit card, they can contact their bank to dispute the charge. The bank then makes a formal chargeback or inquiry for more information. If the cardholder's bank issues a chargeback, the bank will immediately deduct the disputed amount from your account. You will also be charged a chargeback fee by the cardholder's bank. If the cardholder's bank makes an inquiry, they do not immediately take the disputed amount or a fee. WheFew readersEdit a ShopBase order
After a customer places an order, the merchant can edit it by adjusting item quantity, removing items, and changing product variant upon requests. You need to review the new order total amount to ensure that it is correct after you edit an order. If the total amount changes, you will need to charge or refund your customer the cost difference. In this article, we will show you how to edit an order and review your changes on ShopBase. In this article A. Requirements BFew readersPossible impacts of order editing
Order editing can have an impact on your store's apps and processes. In this article, we will outline some possible impacts you should keep in mind before editing orders. In this article A. Discounts B. Order total C. Analytics D. Cancel and refund E. Export F. Fulfillment services G. Orders with personalized items AFew readersPlace a test order without test mode on PrintBase and PlusBase
To prepare for a successful online store launch, you can run a test order on PrintBase and PlusBase to go through the checkout process as your customers would. This will allow you to fix problems ahead of time and prevent your customers from experiencing any ordering issues that would result in a loss of sales or discourage customers from buying from you again. For test orders, there are two options: Use test mode to simulate a charge. This is a quick and easy method for you to test your storFew readersHow to handle PlusBase on-hold orders
On-hold orders indicate the orders that cannot be processed or fulfilled due to a range of issues or factors, including unavailable product links, unavailable product variants, or inability to deliver to buyer's address, etc.These issues often occur due to continuous changes by AiExpress suppliers, creatingFew readers
How to fulfill orders
Export your orders in CSV format
CSV files allow you to export order information, customize order with images, product variants, product SKU... and fulfill order manually. In this article, we will guide you on how to export your orders into .CSV files to get detailed information about your orders as well as transaction and dispute histories. Step by Step Tutorial From your ShopBase admin site, go to Orders All orders. 2. SeleFew readersInsert product image in CSV file for fulfillment
This article will show you how to convert product images from product image links in CSV files to make order fulfillment more time-efficient and accurate. When processing numerous orders at the same time, instead of having to open each order detail page in your ShopBase admin to view images of the products or product variants, by inserting product images in the CSV file, you can check accurate product information more quickly and conveniently. In this article A. Export your orders withPopularImport orders to ShopBase via CSV file
Orders from other e-commerce platforms can be imported into ShopBase using CSV files in order to be fulfilled via ShopBase's order fulfillment services such as PlusHub. This article will show you how to import orders via CSV file and explain some common errors that may occur during the process so you can understand how to handle them. In this article A. CSV format to import your orders B. Import your orders C. Common eFew readersUnderstand the processing of orders
A short instruction to proceed your orders on ShopBase storeFew readersHow to process order automatically
When your business expands in larger scale, you may find that you don't have time to manually process orders one by one. Therefore, ShopBase has provided a time-saving solution for online merchants to process their orders seamlessly with our powerful apps. In this article A. Automatic fulfillment by PrintHub B. Automatic fulfillment by Ali Dropship Connector A. Automatic fulfillmentFew readersHow to fulfill a dropshipping order
Learn more about ShopBase fulfillment process and fulfill your dropshipping orders in a variety of ways! In this article A. How to set up order fulfillment (automatically, CSV file, Ali Dropship app, PlusHub) B. Order fulfillment process - order status C. Mass fulfillment A. How to set up order fulfillmentFew readersFulfill orders manually
Manual order processing is the execution of actions on the store administration system so that the system recognizes you have processed the order and allows you to provide shipping information (e.g. : bill of lading code) for the customer. Manual order processing is different from order processing using apps like Ali Dropship Connector, PlusHub, PrintHub. When you choose to process orders through theseFew readersFulfill orders by CSV files
CSV files allow you to export order information, customize order with images, product variants, product SKU, etc. and fulfill order manually. This article will guide you on how to fulfill orders by CSV files. In this article A. Export your orders in CSV format B. Import order shipping information using a CSV file C. Enter the correct value for the Shipping Carrier field of the CSV file uPopularHow to export print-on-demand orders to fulfill with Qikink
Qikink is an e-commerce platform that will automatically fetch and fulfill orders for products. ShopBase supports exporting Print-on-demand orders for fulfillment through Qikink so that ShopBase can allow you to create a new store, focus on your designs and launch campaigns via PrintHub. This article guides you on how to export orders to fulfill with Qikink. Step by step TutorialFew readers
How to recover & manage abandoned checkouts
Review abandoned checkout
This section will guide you on how to review abandoned checkouts so you can find out their common characteristics and helps you figure out why a customer did not complete a payment for these orders. Step by step Tutorial From your ShopBase admin, go to Orders Abandoned Checkout. You will see a list of abandoned checkouts on your store. List of abandoned checkouts must include these informatiFew readersSend customers a link to their abandoned checkout
On ShopBase, you can send your customer a link to their abandoned checkout to complete their payment and recover the order. You can also set up automatic emails and SMS reminders to remind customers to complete their abandoned checkouts on ShopBase. Step by Step Tutorial From your ShopBase admin, go to Orders Abandoned cheFew readersSet up Abandoned Checkout emails
To save time, ShopBase offers a feature that allows sellers to automatically send emails, reminding customers to pay for an order they have not completed. In this article, we will show you how you to automatically send up to 3 emails for each abandoned checkout. Each email contains a link to the customer's cart, allowing them to complete their order payments. Step by Step Tutorial From your ShopBase admin, go to Marketing & Sales Marketing emails and select Abandoned CheckoutPopularSet up Abandoned Checkout SMS
To save time, ShopBase offers a feature that allows sellers to automatically send SMS, reminding customers to pay for an order they have not completed. In this article, we will show you how you to automatically send up to 3 text messages for each abandoned checkout. Each message contains a link to the customer's cart, allowing them to complete their order payments. Step by Step Tutorial From your ShopBase admin, go to Marketing & Sales Marketing emails and select AbandSome readersEmail and SMS templates for Abandoned Checkout Recovery
ShopBase will provide you with a ready-to-use template when you set up automatic emails and messages to remind your customers of their abandoned checkouts and unfinished orders. You can, however, tailor the content to your intended audience. You can find some sample content for your reference in this article. A thoughtful email or SMS message can drive the customers to take actions, resulting in increased sales. In this article A. Abandoned checkout email templates (3-a-abandoned-checSome readersManage abandoned checkout recovery efficiently
Abandoned Checkouts are orders in which customers have added item(s) to their carts, entered their information at the checkout step, but hasn't completed their purchases. With ShopBase, you can send emails or SMS (text messages) to remind customers to complete the payment. Reporting on the processing results of abandoned checkouts helps you better understand how effective emails and messages are in driving customers to complete transactions. This in turn improves the settings to increase the effFew readersUnderstand abandoned checkout SMS error codes
In some cases, abandoned checkout SMS is not sent to customers successfully because they provided a landline number, an unknown number, or report spam SMS. In these cases, you may see the order's timeline is updated with an error code. This article will explain the various types of error codes and their meanings. In this article A. Error code 30003 B. Error code 30004 C. Error code 30005 D. Error code 30006 (3-Few readersView an order’s referrer
The referrer of an order is the method your customer used to arrive at your store before making a purchase. Knowing the referrer of the order allows you to evaluate the effectiveness of each traffic source and marketing campaign on your orders. Step by Step Tutorial From your ShopBase admin site, go to Orders All Orders. Click on the order you want to view referrer. 2. In *Conversion summaryFew readersDisplay estimated delivery date on your store
As an online merchant, you may need to inform your customers about how quickly you can deliver your items so that they can make an informed decision about whether or not to purchase your products. In this article, we'll show you how to display the delivery date on your store in just a few simple steps. In this article A. What is estimated delivery date? B. How to display estimated delivery date on my store? (3-b-how-to-display-estimated-deliveryFew readers