Orders

Overview


Orders represent a request from a contact for a product or other service (such as a training class). They are typically submitted by the contact through the front-end shopping cart but can also be manually created via a staff user.There are 4 major components of an order.

  • Customer - the contact who is requesting the product or service.
  • Status - represents the state of the order. See Order Statuses below.
  • Payment - a link to the payment entity for this order. See Payments for more information.
  • Shipping Info - a link to the shipping info entity for this order.

Order Statuses

There are 7 statuses available on an order. They are described in the following table.

StatusDescription
Pending SubmissionRepresents an order that has not yet completed the checkout process. Pending Submission orders are tracked in Learndot Enterprise in order to provide metrics on abandoned carts.
QuoteIndicates this order is a quotation. See Quotes described below.
NewA successfully submitted order. Orders are set to New status at the completion of the checkout process.
In ProgressIndicates action being taken on the order. For example, finance following up payment, or a partially fulfilled delivery.
FulfilledAll products and services have been provided. No outstanding action required. Note: Marking all order lines as fulfilled will automatically set an order to this status.
CancelledIndicates an order has been cancelled, either as a requested by the customer or for some other reason.
BundleCollection of orders.

Quotes

A quote is a special type of order that can be purchased, but not modified (i.e. the contents of the order, discounts, etc. cannot be changed during checkout). Quotes are accessible through a unique URL which can be used by a contact to complete payment and billing information. As such, quotes provide a means for assisting a contact place a specific or customize order.

To convert an exiting order into a quote, set its Status field to Quote

Orders with a Status of Quote will include a Quotation Url field on their view screen.

Quotes are available to anyone with the Quotation Url until they have completed checkout. They are not tied to a specific contact and the Customer field on the order will update during checkout.

Creating Quotes for Enrolments

To create a Quote for an Enrolment you will need to create three things: an Enrolment, an Order Line and an Order. The steps are:

  • Go to the Event or Learning Component and create a new Enrolment. (For illustration purposes, navigate to Events > Public Classes)

  • Click on the view icon of the event you chose and scroll down to the Enrollment section and click on New 

  • Add the contact l in the form
  • Scroll down to the bottom and you should see the Order Line field under Other. Click on the plus sign button next to the Order Line field to manually create one for the Quotation – a new window should open

  • In this new window set the Contact you want to enrol in the Owner field, in the Purchase field choose the Event or Learning Component you are creating the Enrolment for, leave the Status as Pending Submission and set the Price and Tax amounts correctly

    Before saving this Order Line click on the plus sign button next to the Order field to manually create one for the Quotation – a new window should open.

  • In this new window set the Contact you want to enrol in the Customer field, choose Quote as the Status and click on Save. Once the Order has been created take note of the Order ID, you'll use it to associate the Order Line to this Order

  • Go back to the new Order Line window, choose the correct Order from the list and click on Save. Take note of this ID as well (it probably is the first one in the listing) since you'll use it to associate the Enrolment to this Order Line

  • Go back to the new Enrolment window, choose the correct Order Line and click on Save

  • Now that everything is setup, search for the Order you just created under Payments> Orders, open it and you should see a Quotation URL under References – send it to the customer so he can pay. Once he has payed, you'll see him enrolled in the Event or Learning Component.