WooCommerce for Beginners: Mastering Order Creation Part 3

With WooCommerce, managing and tracking all your orders is now easy. I have already explained in my previous article how you can not only manage manually but also create new orders. In my previous post, I discussed some of the parts you need to configure when creating an order manually. Today, I’m going to wrap up the orders section in WooCommerce by fully adding manual orders.

After dealing with the "Download Product Permissions" meta box, you will find some meta boxes displayed on the right side of the page. These sections are for Order Actions, Order Total, and Order Notes. Let us discuss each of them separately.

Total order

I will explain the order operation at the end. Let's start with the order total. When I discussed the Order Items section in my previous post, I explained how to use this section to add different products to an order, and then explained how to edit the individual fields for total and tax for each added product. Therefore, if there are multiple items in an order and different tax rates apply, it can be difficult to calculate the total amount a customer needs to pay. All of this is maintained by the OrderTotal section. It not only records the total price of the order, but also calculates the total amount of applied taxes.

There are two ways to find the order total:

1. The first method is to enter all these tax rates manually and click the Calculate Total and Calculate Taxes buttons.
2. The second method is to directly click the Calculate Total and Calculate Tax buttons after entering the items. This automatically calculates the total of all amounts for you.

In addition to automatic settings, there are some fields that can be edited manually. Let's take a look at these fields.

transportation

We now know that there are certain shipping and handling fees for any order. So if you want to apply any of them, click on Add shipping option.

Click on it and a sub-section will appear where you can configure fields for shipping name, shipping method, and shipping method. freight. You can repeat this process to add multiple shipping rates if needed.

Taxes

This section allows you to enter the taxes you want to apply to a specific order. Click Add Tax Row to configure all these fields.

Select the tax rate and fill in Sales Tax and Freight Tax.

Order Discount

In this field you can enter the discount rate to be offered to customers after paying taxes. For example, if the order total is $75 and I enter 5 in Order Discount, the total will be $70.

Total order

When you click Calculate Total, this field will be populated with the total price tax for the order. If you would like to enter a custom total amount, please enter it manually in this field.

order notes

This section allows you to add notes for your personal use or as a message to send to your customers. This can be a quick way of communication between you and your clients. To add any note, just select the type: Customer Notes or Private Notes. Then enter the message and click the Add button.

All created notes are displayed in the form of a chat box, colored purple. Customers can view these notes via email, and online store owners can view them directly from the edit order page.

Order Operation

Before we start explaining order operations, let us repeat the process. When you click the Add New button to create a manual new order, first fill in the various meta boxes for the order's basic details, items/products, and custom fields (if required). Then add relevant notes as needed, set the order status, and finally calculate the total. Once you have completed all these tasks, click the Save Order button, which will obviously save the order, or if you want to abandon the order, click Move to Trash. p>

After this process, you can choose to apply specific order actions , which appear in the form of a drop-down menu at the top of the meta box on the right. Whichever action you choose, it will generate an email that is sent to the customer informing him or her about the order and the amount due. Let's see what these operations are:

• New Order: Generate an email in response to a brand new order. So once you've finished creating your order, manually select the "New Order" option and click "Send" (circular arrow icon) next to the drop-down menu.
• Order Processing: If the order status is Processing, select this action and click the Send button. It will send a thank you note via email to notify the customer that the order is being processed.
• Completed Order: Once the order is complete and you have shipped it, select "Complete Order" to generate the email and click the "Send" icon. This will send an email to the customer letting them know that the order has been completed.
• Customer Invoice: This option generates an order invoice and emails it to the customer.
• Generate Download Permissions: This will send an email containing a downloadable link to the purchased product.

To apply any order action, select the desired action and click the Send icon that appears next to the action.

in conclusion

This article concludes the Orders section in WooCommerce. I tried to explain all the tiny settings in this part of the plugin. If you have any questions or queries regarding order management and processing, you can leave a comment in the box below.

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