Order management

Order management

When an order is created in WooCommerce and an order number exists in Ecsters system, you have the possibility to handle the order management in Ecster 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 Ecster via your WooCommerce store, you need to activate Manage orders settings in the Ecster Pay payments settings.


Intended order flow


The intended flow is that when a purchase is finalized by the customer, the order in WooCommerce gets the status Processing. This happens regardless what payment method the customer selected in Ecster checkout (e.g. the same for invoice as for a card payment with direct debit). The only scenario when this differs is if the order only contains digital/downloadable products. In that case WooCommerce will set the status directly to Completed (since no fulfillment is needed).

When you as a merchant in the next step pack and ship the order, you change the order status to Completed. The plugin then makes a request to Ecster to activate/debit the purchase in their system.


Cancel an order (Annul)


  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 is created with the following text Ecster payment was successfully cancelled.

Activate an order (Debit)


  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 the message Ecster payment debited followed by a transaction number.

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Refund an order (Credit)


  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. Here you can choose to refund the full sum for an item (1), part of the sum (2) or shipping (3).
    If you enter a sum manually (2) you also need to enter the correct tax to refund manually, as opposed to when you refund the full sum for an item in which case the tax is automatically calculated. With shipping (3) you need to enter the amount manually, as well as the tax. Not to be confused with the Refund manually button.
  5. Press the Refund via Ecster Pay button.
  6. If everything was successful a new order note is created with information about the refund in Ecsters system.