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Order operations

Operating orders in an Exponential store beyond the daily routine - the order lifecycle in data and statuses, status transitions limited by policy, archive against remove against purge, and the order mail and receipts…

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Order operations

This part is for store managers, merchants and the developers who support them. The daily handling of orders is in Orders day to day and the statuses in plain language in Order statuses. These pages explain what the system does underneath, so you can design a status process, grant the right permissions and choose safely between archiving and deleting.

Contents

  1. The pages of this part
  2. An order in one table
  3. Where orders are handled

The pages of this part

PageAnswers
Order lifecycle operationsThe stages of an order, the seventeen statuses as a process, revenue and "open" rules
Status transitions and permissionsHow FromStatus and ToStatus limit who may change what, with role designs
Archive, remove and cleanupWhat archiving, removing and the purge of all orders do to the data, and the audit events
Order mail and receipts for operatorsWho gets which mail, from which address, and how receipts help customer service

An order in one table

PartStored inNotes
The orderezorderid, order number, user, e-mail, created, status, archived flag, temporary flag, customer data (data_text_1)
Product linesezproductcollection_item (via the order's product collection)name, price, VAT, discount, count at the time of buying
Chosen optionsezproductcollection_item_optname, value, price of each option
Extra linesezorder_itemshipping and other lines added by events
Status historyezorder_status_historystatus, who changed it, when
Currencyezproductcollection.currency_codethe currency the order was placed in

Because the product lines keep the name and price at the time of buying, later changes to a product never change an existing order.

Where orders are handled

ScreenAddressPolicy
Order listshop/orderlistshop/administrate
Order viewshop/orderview/<id>shop/buy for customers' own orders; staff manage from the Store tab
Status changeshop/setstatusshop/setstatus
Status listshop/statusshop/edit_status
Archiveshop/archivelist, shop/archiveorder, shop/unarchiveordershop/administrate
Removeshop/removeordershop/administrate
Customersshop/customerlist, shop/customerorderviewshop/administrate

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This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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