Collector Checkout – Order management

When an order is created in WooCommerce and a reservation number exists in Collectors system, you have the possibility to handle the order management in Collector directly from WooCommerce. This way you can save time and don’t have to work in both systems simultaneously.

Requirements

To get started with order management in Collector via your WooCommerce store, you need to activate Manage orders settings in the payment getaway settings.

Cancel an order

  1. The WooCommerce order status need to be set as Processing.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to Cancelled.
  4. Click the Save Order button located at the top right on the screen.
  5. If everything was successful a new order note saying Collector order cancellation completed is created.

Activate an order

  1. The WooCommerce order status need to be set as Processing.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to Completed.
  4. Click the Save Order button located at the top right on the screen.
  5. If everything was successful a new order note is created with information about the activation.

Refund an order

  1. The WooCommerce order status need to be set as Completed.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order items box, press the Refund button.
  4. To make a full refund for the entire order, enter the Order total amount in the Refund amount text field.
  5. Press the Refund via Collector Checkout button.

  6. If everything was successful a new order note is created with information about the refund in Collectors system.

Refund a specific item

  1. The WooCommerce order status need to be set as Completed.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order items box, press the Refund button.
  4. Add the item you want to refund by changing the Quantity field. The Refund amount input field (along with the Total and Tax fields) will be updated automatically.

  5. Enter a reason for the refund if you want.
  6. Press the Refund via Collector Checkout button.
  7. If everything was successful a new order note is created with information about the refund in Collectors system.
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