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Order Management + User Management


 

 

Table of Contents

 

Order Management. 1

a. Search Orders. 1

b. View/Edit Orders. 2

i. Edit order details. 2

ii. Process refunds. 2

iii. Cancel orders. 4

iv. Process additional payment on an order. 4

c. View Customers. 6

User Management. 7

a. Search by Role. 7

b. Create a new user. 7

c. Assign and Changing Roles. 8

(i) Changing Roles. 8

d. User Roles + Permissions. 11

 

. 7

 


 

 

Order Management

a. Search Orders

 

Search an order either by putting the order Id, submitting complete order details, or simply scrolling the order-list down. The steps to search order on the site are as follows:
 

Step-1: Login to the admin panel
 

Step-2: Go to administrator toolbar and click on “Commerce
 

Step-3: Select “Orders” from the list
 

Step-4: On the order page, enter the “Order Number” and click on “Filter” to get it on your screen with complete details.
 

 


b. View/Edit Orders

 

        i. Edit order details
 

On the same page, you will find a list of orders made by users on the portal. Scroll down the order-list to view them all.
 

To edit an order, click on “Edit” button given against each order entry.
 

 

        ii. Process refunds
 

You can only refund order that have been processed using a credit card. Refunds cannot be generated on orders that have been processed via cash or cheque.
 

To refund an order, follow the steps given below:
 

Step-1: Login to the admin panel
 

Step-2: Go to the administrator toolbar
 

Step-3: Click on “Commerce
 


Step-4: Select “Orders

 

 

Step-5: Filter the desired order (for which you want to process a refund). Enter the Order Number, select its order type and state. Click on Filter and the order will reflect on your screen.
 


Alternatively, you can scroll down the page to view all the orders and find out the desired order by scanning your eyes through them.
 

Step-6: Once found, open the “Edit” drop-down list and click on “Payments
 


Step-7: Since, the payment for this order has been made via a credit card, you will see a Refund button against the order entry. Click on it to proceed further.
 


Step-8: The refund page will open up highlighting the refund amount. Hit the “Refund” button if you are sure that the details are correct, else click on “Cancel” to cancel the refund process.
 

 

iii. Cancel orders
 

      Coming Soon….
 

iv. Process additional payment on an order
 

To add additional payments on an already completed order, Click on “payment” link shown against the selected order.
 


On the payment page, click on “Add Payment



Select Payment type and click “Continue
 

 

Add payment details and click on “Add Payment
 

 

c. View Customers

 

On the order page, you get a separate column for customers. The “Customer” column lists the Username and email address of the customers who placed orders on the portal. To view customer profiles, simply click on the username and you will be landed to user profile.
 

 

The user profile page:
 


User Management

 

User management involves successful creation of user accounts, making changes to them, de-activating accounts when not required, and searching users from a pool of registered users. Let’s learn how to do all this in detail.
 

a. Search by Role

 

To search a specific user on your site, go to “People” on administration toolbar. Doing so, a list of users who have an account on the museum’s portal will appear on your screen. You can scroll down the list to find a specific user or fill the vacant field provided above this list to generate accurate results.
 

To generate most accurate results, search users by Role. Select a role that the user has been provided with and hit the “Filter” button to view related data in the list.
 


b. Create a new user

 

On the same page, you will find a button labeled as “Add User”. Click on it to create a new user.
 

 

c. Assign and Changing Roles

 

Roles give identity to user accounts. A museum can have several user accounts including accounts for members, staff, admin, and so on. With so many user accounts of varied type, it can be difficult to tell which account is for which user. That’s why, roles have been incorporated.

 

A role tells you whether the account is for a staff member or for a patron, and hence gives an identity to the profile. On mNet, you can assign roles while creating a user account.

 

To know, how to create a user account, refer to “Getting Started” section of the mNet guide.

 

(i) Changing Roles

 

You can always change the role previously assigned to a user. For this, simply go to the User Profile, click on the edit button, and change the role.

 

Below instructions and screenshots will make it more clear:

 

Step-1: Go to the dashboard

 

Step-2: Click on “View Users

 

 

Step-3: You are on the “People” page. Find the user whose role you want to change. To filter the user profile from this list, use the search filters. Type in the name of the user, select status, role, or/and permission, and click on “Filter” to view the user profile separately on your screen.

 

 

Step-4: Once the user profile has been found, click on the “Edit” button

 

 

Step-5: You are now on the user’s account page. Scroll down and change the existing user role. Uncheck the previous role and select a new role. You can also assign multiple roles to the user.

 

 

Step-6: Click “Save” to save the changes.

 

 

You have successfully assigned a new role to the user.

 

d. User Roles + Permissions

 

Explore the “People” page and you will find that there are a few more tabs that need to be clicked. They are Permissions, Roles, and Profiles.

 

 

Switch to the “Permissions” tab to view User Roles and Permissions on the same page. On this page, you get options to add permissions to listed user roles.
 

This is how this page appears:
 

 

Use this page to give permission to listed user roles. Scroll the page to the right and down to view all roles and permissions. Select the vacant checkboxes to complete your action.