Store manager path
This page is for the store manager: the person who opens the Store tab every morning, handles orders, answers customers and keeps the order list clean. It shows which screens you use, which permissions to ask for, and where the routines are written down.
Contents
- Your screens
- The permissions to ask for
- How an order reaches you
- Moving an order forward
- When something looks wrong
- Your routines
Your screens
All screens are views of the shop module and live under the Store tab of the administration.
| Screen | Address | Use it for |
|---|---|---|
| Dashboard | shop/dashboard | The first look of the day: open orders, orders waiting too long, abandoned baskets, "Next steps" |
| Order list | shop/orderlist | All active orders; sortable by every column (Order list sorting) |
| Order view | shop/orderview/<id> | One order: items, totals, customer data, status and status history |
| Archive | shop/archivelist | Finished orders moved out of the order list |
| Customers | shop/customerlist, shop/customerorderview | Who bought, and every order of one customer |
| Statistics | shop/statistics | Products sold and totals per year and month |
| Products overview | shop/productsoverview | Products of a class with their prices in one list |
What each dashboard section shows is in Store dashboard and reports.
The permissions to ask for
| You need to | Ask for |
|---|---|
| See the dashboard, orders, customers and statistics; archive orders | shop/administrate |
| Change order statuses | shop/setstatus, possibly limited by FromStatus and ToStatus |
| Nothing in VAT, currencies or discounts | not shop/setup |
The limitations are explained in Status transitions and permissions.
How an order reaches you
An order appears in the order list only after checkout has finished. Before that it is a temporary order that you do not see in the list; the dashboard counts such cases as unconfirmed checkouts. When checkout completes, the order gets its order number, a first entry in its status history and the order mail goes out (Temporary orders and activation).
Moving an order forward
- Open the order from the dashboard's "Work to do" list or the order list.
- Check payment: with PayPal, the paid status is the one set in
paypal.ini(PayPal payments). - Set the next status. Each change is recorded with who made it and when, and is shown in the order's history.
- When the order is finished (Delivered, Completed, Cancelled, Partially refunded or Refunded), archive it.
The full map of statuses and what each means for revenue is in Order lifecycle operations.
When something looks wrong
| You see | Likely cause | Read |
|---|---|---|
| Customer paid but no order in the list | The provider's callback did not reach the site | Troubleshooting checkout |
| No shipping line on orders | The shipping workflow is not on the confirmation trigger | Simple shipping event |
| You cannot pick a status | Your setstatus policy does not allow that transition | Status transitions and permissions |
| VAT shows as unknown | VAT rules without a VAT handler, or the customer has no country | Product categories and VAT rules |
Your routines
The routines are in the Running your store section; follow them as written: Daily store routine, Store weekly checklist, Store monthly checklist, Returns and refunds.
Related pages
- Paths by role
- Orders day to day
- Order statuses
- Operations calendar
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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