ASP Shopping Cart Help

Order Management Print Topic

PDshopPro includes an integrated checkout (order creation) system. During the checkout process, your customers will be prompted for the following:

Email Address
Password
Billing Address
Shipping Address
Shipping Carrier/Service
Payment Method

All of the data collected during checkout is stored in your PDshopPro database, it can be viewed by you in PDAdmin (and your customer can view certain details as well by logging in with their email address and account password)

To edit or view orders (or any order related information) navigate to the Order Summary in PDAdmin. You can locate orders easily by searching for them by status, order number, date, or shipping address name.

Order No.
The order number is generated automatically during checkout, and cannot be changed. You can set the "Next Order Number" in PDAdmin, under "General" setup.

Order Date
This is automatically entered at the time the order is initiated, and cannot be changed.

Status
You can setup as many Order Status' as you need, see "General" setup. When an order is started, a default status of "Incomplete" is entered. When the order has reached or completed the payment portion of checkout, the status is changed to "New". These initial status codes cannot be changed.

Carrier/Tracking Number
This is optional, and will only appear if your customer was prompted for a Shipping Service. After you ship a package to your customer, you may want to enter a tracking number. You can edit the tracking number by clicking on the "Shipping Address/Carrier" link while viewing an order summary. Your customer will be able to view this tracking number when they log in.

Email
An email address is required during checkout. This is also used as your customer's login username. The email address is part of their account record, changing the email address will affect the email address shown in all orders.

Phone
The phone number is part of the customer's account record.

Billing Address
The billing address is stored as a separate record in the PDshopPro database, it is part of the customer's account record. The same billing address will appear on all Orders.

Shipping Address
During checkout, if your customer selects "Same as Billing", the Billing Address will be used here. The Shipping address is part of the order record, you can change this address without affecting any other orders, or the customer's account.

Payment Type
This field is used to represent the payment method selected during checkout, or the credit card type. If you are using a payment gateway, the gateway's name will appear here instead of credit card type.

Credit Card Number
During checkout, if you are processing payments with Authorize.net (AIM), or have enabled the offline mode, customer will be prompted for their credit card number. The card number will appear in this field. Credit card numbers are encrypted, and can only be viewed through PDshopPro or PDAdmin (you cannot access the number by opening the database file). There are many security risks associated with storing credit card numbers on a web server. It is recommended that you enable the "Recommended Security Settings" in PDAdmin, under "General" setup. You should not store credit card numbers in your database for any length of time.

Approval Code
This field is automatically populated by the Authorize.net payment gateway, and PayPal's IPN.

Transaction ID
This field is automatically populated by the Authorize.net payment gateway, and PayPal's IPN.

Name on Card
This is the name field, your customer's should enter the name "as it appears on their credit card"

IP Address
This is the identification, Internet Address number, of the customer. The IP address is captured during the checkout process, and is stored in the order. This can be used later to track or identify the identity and location of the user. IP addresses are similar to phone numbers, and can be traced (for example, during a fraud investigation you would give this number to the authorities).

Notes
Order notes are internal comments, you or your staff can use this field to write comments about the order or customer. These notes cannot be seen by the customer.

Public Notes
This note field is similar to the regular Notes field. However, your customers will be able to see these comments when they login and view their order online. Use this field to post special notes, tracking details, or other information related to the order.