Orders Menu Reference Guide
Orders can be viewed and managed by an administrator in the Orders menu. To access the Orders menu, click the Global Applications button → Commerce → Orders.
Commerce 2.1 and Below
To access the Orders menu, navigate to the Control Panel → Commerce → Orders.
There are five tabs at the top: All, Open, Pending, Processing, and Completed.
All
The All tab displays all orders regardless of their order status.
Open
The Open tab displays all the orders that have not completed the checkout process.
| Field | Description |
|---|---|
| Order ID | This is the Order ID. |
| Account | This is the name of the account. |
| Account Number | This is the generated account number. |
| Channel | This is the name of the channel or storefront where the order was placed. |
| Amount | This is the amount of the order. |
| Create Date | This displays the date the order was created. |
| Order Status | This is the status of the order. |
Pending
The Pending tab displays all orders that have completed the checkout process.
There are three particular fields to note:
| Field | Description |
|---|---|
| Order Date | This is the date the order was created. |
| Order Status | This is the status of the order. |
| Acceptance Workflow Status | This displays the order’s buyer’s acceptance workflow status. |
Processing
To advance an order from Pending to Processing, click the Accept Order button.
As the store begins to processing the order, the order is now in the Processing tab.
Completed
When delivery has been confirmed, the order is moved to the Completed tab.
Liferay Commerce 2.0 and below
Orders are managed on the Open, Pending, and Transmitted tabs according to the order’s progress through the order life cycle.
Order information in the Orders menu can also be presented to other users – particularly buyers – using the Open Carts widget (for orders on the Open tab) and the Orders widget (for orders on the Pending or Transmitted tabs). See Pending Orders and Placed Orders for details.
Open
In this tab, the order activity is exclusively on the buyer’s side. A new order is created in the Open tab when a buyer adds products to their cart. The order remains in this tab until the buyer places the order.
If Approval Workflow is enabled, orders remain in the Open tab until the workflow process has completed and the order is placed.
Pending
The Pending tab serves as a holding place for orders – this is helpful for business contexts where not all placed orders are immediately transmitted. When a buyer places an order, the order moves to the Pending tab. Here, the seller can modify, cancel or transmit the order.
If Transmission Workflow is enabled, orders remain in the Pending tab throughout the workflow process, even if the seller rejects an order, sending it back to the buyer.
Transmitted
In this tab, the order activity is exclusively on the seller’s side. The seller transmits a Pending order by changing the order status (manually or via automation) from the “To Transmit” status to any other order status. At this point, the order moves to the Transmitted tab and, if configured, is sent to an external system, such as Microsoft’s Dynamics GP, Oracle’s NetSuite, or SAP. The seller may then proceed with delivery of the ordered products to the buyer. Additional information may also be added to the order, such as an updated order status, shipping information and estimated arrival time.
