Orders

The 'Orders' feature in ReadyCMS provides a central hub for managing all customer orders, from tracking statuses to processing payments and shipping. This guide explains how to efficiently view, edit, and organize orders, helping streamline order management and enhance customer satisfaction.

Search

Topics

An important part of running your webshop is understanding how orders work in ReadyCMS.

We will show you how to search for, view, and print orders, send invoices and other email shop templates, check order status, add and delete orders manually, and more order-related tasks that will be useful for running your eCommerce business.

How to search, view, and print orders

To search and view orders, follow these steps:

  1. Login: Sign in to your ReadyCMS account
  2. Navigate: Go to the Shop > Orders > All orders
    A screenshot of the 'All Orders' section in the ReadyCMS shop menu, displaying various order management options for tracking and managing customer purchases.
  3. Order list: You will see the list of orders on the Orders page
    ReadyCMS Orders page displaying a list of 2,068 orders with columns for order number, customer, subscription interval, total amount, status, and creation date. Example entries show customers like John Dilinger and Penelope Thompson with statuses such as Completed, Pending, and Returned.
    If you want to view a specific order, you can search for it by order and invoice number or customer name (using the search field in the top right corner)
  4. View: Click on the order number or select View option from the ... menu.
  5. Order details: This will take you to the view order page, where you can see various info (such as order details, billing/shipping/company info, price/discounts)
    Animated view of a ReadyCMS order details page showing order #ORD-102089 with sections for order information, billing info, shipping info, customer notes, admin notes, and action buttons. The GIF scrolls through the page, highlighting order status, payment details, store location, and contact information.
  6. (Optional) Print: Click the Print button (button with the printer icon) and set up the print options
  7. (Optional) Email: Send an email to the customer (order confirmation, invoice, order shipped, etc.)
    ReadyCMS order details page showing order #ORD-102089, with the ‘Send email’ dropdown expanded. The menu lists customer email options including Order confirmation, Invoice, Order waiting, Order shipped, Ready for pickup, Thank you note, and Review Order, plus an option to send the order to a supplier.
    More about order emails can be found here.

Company info update

Recently, we've made some changes to the billing and shipping segment of the order page. You’ll now see only two tabs: Billing info and Shipping info.

For a cleaner, more intuitive layout.

Orders-4

The Company info tab has been merged into the Billing info section.

→ If you’re invoicing a company, you can now enter company details directly under Billing Information.

The Shipping info tab now also includes a Company Name field.

→ This helps ensure accurate deliveries when shipping to company addresses.

What's next?

The efficiency of your order processing is extremely important for your eCommerce business. Besides various filtering options (such as date, status, order by, payment types, etc.), there are pre-set quick filter options.

Filtering options

Having an easy way of tracking the latest orders, not completed orders, or not shipped orders. Learn how to:

Previous topic: Customer order stats

Related topics

Help us improve our documentation

Suggest changes or request new documentation

Suggest changes