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7. Order management

Order management

Walley Checkout for WooCommerce was previously known as Collector Checkout for WooCommerce and there may be some remnants of this in the documentation or plugin. For instance in the code snippets and/or some of the settings.

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

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Requirements

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

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Cancel an order

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

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Manually Cancel an order

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You can also manually Activate and Cancel the Walley order from WooCommerce without changing the order status in WooCommerce.
With this method the WooCommerce order status will remain unchanged after cancelation.

This can be done from the Order actions metabox in the order in WooCommerce.

1. In the Order actions metabox, chose the action Cancel Walley order.
2. Click Update.
3. If everything was successful a new order note saying Walley Checkout order cancelled is created.

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Activate an order

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1. The WooCommerce order status need to be set as Processing.
2. Go to the order edit screen by navigate to → WooCommerce → Orders and click on the order you want to edit.
3. In the Order details box there is a selectbox named Status. Change the status to Completed.
   
4. Click the Update 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.
   

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Manually Activate an order

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You can also manually Activate and Cancel the Walley order from WooCommerce without changing the order status in WooCommerce.
With this method the WooCommerce order status will remain unchanged after activation.

This can be done from the Order actions metabox in the order in WooCommerce.

1. In the Order actions metabox, chose the action Activate Walley order.
2. Click Update.
3. If everything was successful a new order note saying Walley Checkout order activated is created.

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Refund an order

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1. The WooCommerce order status need to be set as Completed.
2. Go to the order edit screen by navigate to → WooCommerce → Orders 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 Walley Checkout button.
   
6. If everything was successful a new order note is created with information about the refund in Walleys system.

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Refund a specific item

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1. The WooCommerce order status need to be set as Completed.
2. Go to the order edit screen by navigate to → WooCommerce → Orders 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 Walley Checkout button.
7. If everything was successful a new order note is created with information about the refund in Walleys system.

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