When the status of an order changes, such as a need to place the order on hold or a cancellation, you will need to go into the order and update the status.

Click on Orders

Orders is located in the menu on the left hand side of your account.

Select the order ID for the order you wish to edit

Find the order you want to edit and click on the order ID.

From the Main Tab

After selecting an order, make sure you are in the Main tab. The order should automatically populate in this tab, however, if you find yourself in a different part of the order, click on Main to change the status of the order.

Update the order status

Status is located at the top of the Main tab. Use the drop down box and select the appropriate status.

Then click on the Update Status button.

View Order Transaction

View the transaction details of an order, i.e. payment method, payment amount, and date of transaction.

Click on Orders

Select the ID of the order you wish to view

Click on the Txns (Transactions) Tab

1. Type: charge completed or failed, and the payment method used (only the last for digits of a credit card number will be viewable).
2. Code: is the transaction ID.
3. Amount: amount that was charged.
4. Voided: if there was an amount that was voided.
5. Note: any notes related to the transaction.
6. Date: date of the transaction.

Note: this is also where you will finalize a refund. For instructions on how to perform a refund, click HERE.

Add Shipment Details

After shipping out an order, you will need to add the shipping details to that order in your account.

Click on Orders

Select the ID for the Order you wish to update

Click on Shipments Tab

After you have shipped an order, you will need to enter in the details to finalize it in your shop and our system.

1. Enter in the weight and dimensions of the package. The carrier you use to ship the product will provide this information.
2. Enter the label information. Status of the order, what carrier you used, if there was any specific service selected such as next-day, second-day, ground, etc., the tracking number, and the date it was shipped.
3. Click on Update once you’ve entered all the appropriate information.

Orders Overview

Basic understanding of the Orders tab.

Click on Orders

Clicking on Orders from the menu on the left will take you to the liston orders that have been placed to your shop.

Search, manually add, and view and edit your orders.

Here you can search for a specific order if you know the name or email of the customer. You can also search by order status: pending, in process, canceled, shipped, etc. You can also manually place an order here as well. Click on an order ID number to view that order’s details and edit it.

Click the order ID to view the order details

Basic information at the top

When you click on an order, you will see this information at the top of the page. This information will be constant while your in the order details.

1. Order Number
2. Order Status
3. Buyer’s Name
4. Buyer’s Email
5. Delta: funds that may need to be adjusted (this is rare and will be taken care of by the staff at ShopOnMain).

Tabs in the order

1. Main: View and update order status, shipping name, and shipping address.
2. Cart: View and update items in the cart.
3. Txns (Transactions): view the transaction details such as payment method used, amount charged, date and time. You can also process refunds here.
4. Shipments: view the shipment details such as how, when, and where the package was sent, tracking details, and package dimensions.
5. Notes: view and add notes for the order and/or the customer.

Adding and Viewing Order Notes

After any type communication with a customer, or changes to an order, a note should be added to the order/customer for future reference.

Click on Orders

Select the ID to order you wish to view or edit

Click Notes Tab

Here is where you can add notes and view any previous notes.

1. Type the note for this specific order.
2. Type a note for the customer. This note will show up for all orders placed by this customer.
3. After entering any new notes, click on Save.
4. Here you can view any previously entered notes for this order or customer.

Cancel and Refund an Order

Click on Orders

Select the ID for the order you wish to cancel and/or refund

In the Main Tab

Change the Status to cancelled

From the drop down menu, select Cancelled and then click on Update Status.

Go into the Cart

Click on the minuscule icon to initiate refund

Do this for each item in the cart that needs to be refunded. If you’re cancelling an order, every item will need to be refunded.

After clicking on the minuscule icon, if the removal was successful, a line will be drawn through the item.

Click on Txns (Transactions) tab

Select Refund

You’ll notice the amount in the box to the right of the transaction will now have a negative symbol, “-“. Click on the Refund button to process the refund and finalize the cancellation.

A successful refund will look like this. You will see the initial charge at the bottom, with the refund just above. The red number in parenthesis indicates a refund. You can also see what kind of charge it is on the left under Type.

Here is a quick video tutorial going over how to set up your new shop with us on the ShopOnMain website.

Basic navigation for your ShopOnMain account. Click on the video play button below for a quick video tutorial, or you can scroll down to view simple screenshots and written instructions.

Main Dashboard and Logging Out

1. After logging in to your ShopOnMain Merchant account, you will come to your main page. This is called the Dashboard. At any time in your account, you can return to this page by clicking on DASHBOARD from the menu on the left.
2. You can also log out of your account at any time by clicking on LOGOUT from the menu to the left.

Shop

Clicking on SHOP from the menu on the left will take you to all the information for your store. Here you can edit your shop’s information such as:

1. Home: store name, email, and phone; ship time and policy; return policy; store tagline, description, and hours of operation.
2. Address: store’s physical location.
3. Categories: different possible categories for you store.
4. Images & Video: the image or video for your storefront window.

Catalog

Clicking on CATALOG will take you to the list of products you have entered for your store. Here you can:

1. Search for a specific product or type of product.
2. By selecing the product name you can go in to edit that product.
3. Clicking Add a product you will start the Product Wizard that walks you through adding a new product to your listing.

Product Editing

If you clicked on the product name from catalog, you will be taken to the details for that product. These are the 5 tabs available to edit:

1. Main: visibility (view-able to the public or not), product name and description, pricing details, and product codes.
2. Categories: different categories the product can be found in.
3. Tags: key descriptive words to describe the product that will show up in search results.
4. Images / Video: pictures and/or videos for the product.
5. Spec: specifications of the product, if any (height, weight, color, etc.).

Orders

Clicking on ORDERS from the menu on the left will take you to the list of orders that have been placed to your shop. Here you can update a current order, or add a new order. You can view each order by clicking on the ID. This is where you will see the order details such as: what was ordered, ship-to and bill-to information, transactions details (credit card used and amount charged), status of the order (pending, shipped, held, canceled, etc.), any notes left for the order.

My Account

Here in MY ACCOUNT you can update your personal information and your account password.

Click on the video play button below for a quick video tutorial, or you can scroll down to view simple screenshots and written instructions.

Click on My Account

Update your information

Here you can updated your Name, Email address, and Phone number. The information here is for you and us, it will not be viewed by the public.

Save It

Make sure to click on Save at the bottom right corner of the screen after making any changes to your account.

Click on the video play button below for a quick video tutorial, or you can scroll down to view simple screenshots and written instructions.

Click on My Account

My Account is located in the menu on the left hand side of your account.

Enter your new password

In the bottom section, simply enter your new Password, then again to Confirm it, and click on Save.