Order & Customer Management

Articles on managing your order and customer effectively and efficiently.

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13 articles in this collection
Written by EasyStore, Chong Chee Hang, and SookYan and 4 others

Update invoice tax display to latest version

This guide is for merchants who have manually amended their own order invoice template
Written by EasyStore
Updated over a week ago

Export Orders

How to export your orders to as excel or CSV file.
Written by Chong Chee Hang
Updated over a week ago

Sending a payment reminder

Reminding your customer that they have a pending payment
Written by SookYan
Updated over a week ago

Manually create new orders

Follow this guide to manually create orders to your store
Written by EasyStore
Updated over a week ago

View analytics in days, weekly & monthly by custom date range

Guide on how to view your sales for a custom date range using Report function
Written by Astrid Chen
Updated over a week ago

Add/remove customers to/from group in bulk

How to add/remove customers to/from group in bulk
Written by Charis
Updated over a week ago

Order Status

Understanding your order status's meaning
Written by Ming Chen
Updated over a week ago

How to fulfill an order

Guide to update the order shipment status to customers
Written by SookYan
Updated over a week ago

Abandoned Checkouts

Check the abandoned checkout and follow up with the customer.
Written by Ming Chen
Updated over a week ago

Running a test order

Place a test order and check out using your store to ensure the payment and shipping method works.
Written by SookYan
Updated over a week ago

Import customers

This guide will show you the way to import customers into your store.
Written by SookYan
Updated over a week ago

Adding new customer

This guide will help you to add a customer manually into your store database.
Written by SookYan
Updated over a week ago