For the complete documentation index, see llms.txt. This page is also available as Markdown.

Orders

Pro Feature

The Orders page is a pro plugin feature that provides an administrator with a detailed log of all calculator orders made by website users.

It can be reached by following Cost Calculator/WordPress Dashboard > Orders:

Here is the quick breakdown of the page:

Orders Settings

You can reach the order settings by clicking the gear icon in the top right corner of the page:

There are three settings to adjust:

  • Status List - This section shows all existing statuses for all calculators. You can add as many statues as you want using the Add button. Each status includes:

    • Title - The name of the status as it will appear in the orders table. Examples include Pending, Completed, Cancelled, and Rejected.

    • Color - A color tag assigned to the status for quick visual identification in the orders list. Click the color field to choose a different color.

  • Remove Button - Select the grey remove icon to delete a status from the list.

  • Add - Click Add to create a new custom status. Enter a title and select a color.

On the Table Settings, you can enable, disable, and reorder the columns

  • Order ID - A unique identification number assigned to each order.

  • Name - The customer’s name submitted through the calculator form.

  • Email - The customer’s email address used for communication.

  • Date - The date and time when the order was created.

  • Calculator - The calculator form used to submit the order.

  • Payment - The payment method selected or No Payment if none was used.

  • Status - The current order status as defined in Status Settings.

  • Amount - The total cost calculated and submitted by the user.

Under this tab, you can configure which information to display in the expanded order details (when you click on the order from the table):

  • Form Details - displays the order (contact) form info entered by the user.

  • Calculator Details - displays the user-entered information for all calculator elements.

  • Attachments - shows the attachments for the File Upload field.

  • Notes - enables adding only admin-visible notes to the orders.

Orders Page Functions

The orders page lets you easily sort, filter, and search, which helps you achieve a better experience dealing with a high number of orders.

Searching & Filter

In the heading part of the table, you can search & filters by Name, OrderID, Email, Date, etc.:

Additionally, Orders can be filtered by their status:

Detailed calculator and contact form information are available when you click on the order:

Multiple filters can be applied at the same time.

Bulk Actions

In the first column, you can select multiple orders at once and apply these functions to them:

  • Delete - deletes the record for the selected orders permanently

  • Change Status - changes the status of the orders

Last updated

Was this helpful?