# Orders

## What is an Order in MasterStudy LMS?

In **MasterStudy LMS** an **order** refers to the transaction made by a user when they purchase access to a course. This order includes the details of the course bought, the payment processed through [integrated gateways](https://docs.stylemixthemes.com/masterstudy-lms/lms-settings/ecommerce/payment-methods), and the transaction status (completed or pending). Once an order is successfully placed, the user gains access to the course materials, and administrators can manage these orders through the special **Orders** tab in their dashboard.

{% hint style="success" %}
This guide will cover how users can make orders and how administrators can manage them within the MasterStudy LMS Plugin.
{% endhint %}

{% hint style="info" %}
This section covers the orders that have been made through the native [**payment methods**](https://docs.stylemixthemes.com/masterstudy-lms/lms-settings/ecommerce/payment-methods) of **MasterStudy LMS**. [WooCommerce orders](https://docs.stylemixthemes.com/masterstudy-lms/woocommerce/woocommerce-integration) should be managed by the [**WooCommerce Orders tab**](https://docs.stylemixthemes.com/masterstudy-lms/woocommerce/orders-management). Courses that have been purchased **by membership subscriptions** should also be managed by the [**Paid Memberships Pro Orders tab.**](https://docs.stylemixthemes.com/masterstudy-lms/additional-features/membership-system)

***

However, the[ course purchase process](#how-to-make-an-order) and [order management](#how-to-check-orders) for students are **the same** for both native MS LMS payment methods and WooCommerce.
{% endhint %}

## **Orders Management as a Student**

In **MasterStudy LMS,** instructors and admins can also purchase other instructors' courses.

### How to Make an Order?

**Making an order** is just a synonym of the **Purchasing Course(s).** So, if you decide to buy the course, click on the get now button, and you will see the available methods to purchase the course:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2Fw9Y2lWr5ntrDDQEg9eck%2Fimage.png?alt=media&#x26;token=60a5ec7e-d23b-4b5a-bc44-a2601b542127" alt=""><figcaption></figcaption></figure>

After that, the course will be added to **the cart.** You can go there by clicking **Go to Cart** button:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2FnF9AhJr91o7PFY0sTiPG%2Fimage.png?alt=media&#x26;token=c7e7783f-ce96-43d8-9f06-1dad446312d4" alt=""><figcaption></figcaption></figure>

There is an availability to add several courses to the cart. Review your order and choose the preferred [**payment method**](https://docs.stylemixthemes.com/masterstudy-lms/lms-settings/ecommerce/payment-methods)**,** then proceed with the payment:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2FY28OZgusahgl0GS5E16m%2Fimage.png?alt=media&#x26;token=35d0ce9b-6433-4acf-bb8d-8740ce55840f" alt=""><figcaption></figcaption></figure>

After the successful payment, you will get the confirmation page with the order status:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2FvtrstM1EEKnjv454XHEm%2Fimage.png?alt=media&#x26;token=a6608e03-fb92-4202-9ada-47e7193428f2" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
The user is automatically enrolled in the purchased course and can access the course materials through their dashboard.
{% endhint %}

If you configured the [**Email Manager**](https://docs.stylemixthemes.com/masterstudy-lms/lms-pro-addons/email-manager) add-on accordingly, the user and admin receive an order confirmation[ **via email.**](https://docs.stylemixthemes.com/masterstudy-lms/lms-pro-addons/email-manager/email-templates#orders)

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2FtRpH2nkv70bn049nhRe9%2Fimage.png?alt=media&#x26;token=4805f52f-7e49-4c9f-8e72-733b680f773d" alt=""><figcaption><p>Sample email to admin</p></figcaption></figure>

### How to Check Orders?

Users can review their made orders on the Orders tab in their dashboard:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2FPBXqkbhXSNUJNxlzwkbL%2Fimage.png?alt=media&#x26;token=a5c8f631-bb2b-4c62-b45a-ca8c04ac83ce" alt=""><figcaption></figcaption></figure>

On this page, users can see the full list of their orders and detailed order info (ID, issue date, status, etc):

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2FFZ9GLoMptVcp2Y0SrMz7%2Fimage.png?alt=media&#x26;token=c868c130-bf3d-47a6-9755-3fe201ef0793" alt=""><figcaption></figcaption></figure>

* **Order ID** - a unique code that represents your order. Students can use this code to refer to their order with the admin.&#x20;
* **Date** - issue date of the order.
* **Payment method** - the way the student made the purchase.
* **Order Status** - the status of the order, which indicates the course's accessibility to the student. There are 3 statuses:
  * **Completed** - the order has been confirmed successfully by the system or admin. T**he student has full access to the course.**
  * **Pending** - the order is awaiting moderation. Admin should check the payment and other details, then manually change the status to **Completed**. Cash (offline) payment methods and wire transfer orders will have pending status and online payment methods can have pending for some time. **The student doesn't have access to the course.**
  * **Cancelled** - the order has been canceled by the system or admin. **The student doesn't have access to the course.**

{% hint style="info" %}
**WooCommerce** orders are also displayed here for students.
{% endhint %}

***

## Orders Management as Admin

Administrators have complete control over order management, including checking the details of every order and managing transactions.

{% hint style="info" %}
This section covers the orders that have been made through native [**payment methods**](https://docs.stylemixthemes.com/masterstudy-lms/lms-settings/ecommerce/payment-methods) of **MasterStudy LMS**. [WooCommerce orders](https://docs.stylemixthemes.com/masterstudy-lms/woocommerce/woocommerce-integration) should be managed by the [**WooCommerce Orders tab**](https://docs.stylemixthemes.com/masterstudy-lms/woocommerce/woocommerce-integration#purchase-process). Courses that have been purchased **by membership subscriptions** also should be managed by the [**Paid Memberships Pro Orders tab.**](https://docs.stylemixthemes.com/masterstudy-lms/additional-features/membership-system)
{% endhint %}

However, the admin and instructor can check the **sales (orders**) on the **My Sales page** in their dashboard. To get **more info** about the feature, refer to this manual:

{% content-ref url="orders/sales-page-for-instructor" %}
[sales-page-for-instructor](https://docs.stylemixthemes.com/masterstudy-lms/lms-course-features/orders/sales-page-for-instructor)
{% endcontent-ref %}

### How to Check Orders?

Follow **WP Dashboard > MS LMS > Orders** to get the full list of orders on your platform:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2Fz5f9LRgWZdy2qq9hXSNA%2Fimage.png?alt=media&#x26;token=d48900e2-1cae-4ab3-86d2-3bd2fa779702" alt=""><figcaption></figcaption></figure>

### How to Update Order Status?

On the [**Orders tab**](#how-to-check-orders-1), **edit** the order that you want to modify:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2Fa3z1tSAvaYQiSZL3hCKg%2Fimage.png?alt=media&#x26;token=1bb18535-87ff-4f9a-ae3b-cc7137c45120" alt=""><figcaption></figcaption></figure>

On this page, you can also find the detailed order info. Change the **order status,** then click on the update button:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2FNr3Qo4eB4rx4aQt7LDC7%2Fimage.png?alt=media&#x26;token=3ac1c35a-29a8-43d4-aabe-d02f3be4b667" alt=""><figcaption></figcaption></figure>

There are three types of order statuses:

* **Completed** - the order has been confirmed successfully by the system or admin. T**he student has full access to the course.**
* **Pending** - the order is awaiting moderation. Admin should check the payment and other details, then manually change the status to **Completed**. Cash (offline) payment methods and wire transfer orders will have pending status and online payment methods can have pending for some time. **The student doesn't have access to the course.**
* **Cancelled** - the order has been canceled by the system or admin. **The student doesn't have access to the course.**

At the bottom, you can leave an internal note (visible only to admin) and check the list of items included in this order:

<figure><img src="https://691205473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTL6WUldKvxQaP8jzz%2Fuploads%2FP70pBKTMKFJZd8b0Lx49%2Fimage.png?alt=media&#x26;token=93f1d835-1093-465a-b635-8a37eac096d4" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If [**email settings**](https://docs.stylemixthemes.com/masterstudy-lms/lms-pro-addons/email-manager) have been set accordingly, the admin will receive each time [**a new order is placed.**](https://docs.stylemixthemes.com/masterstudy-lms/lms-pro-addons/email-manager/email-templates#orders)

For payment methods,[ **Cash (offline payment)**](https://docs.stylemixthemes.com/masterstudy-lms/lms-settings/ecommerce/payment-methods#offline-payment) and [**Wire Transfer**](https://docs.stylemixthemes.com/masterstudy-lms/lms-settings/ecommerce/payment-methods#wire-transfer), the admin **should always manually change** the order status to **Completed** or **Cancelled** from **Pending** according to the payment status.

As for PayPal and Stripe, it is also recommended to check the received funds regularly and review the order statuses.
{% endhint %}

Reports over **Revenue** and **Course purchases** can be checked by the Advanced Analytics feature of **MasterStudy**:

{% content-ref url="../lms-analytics/analytics-for-admin" %}
[analytics-for-admin](https://docs.stylemixthemes.com/masterstudy-lms/lms-analytics/analytics-for-admin)
{% endcontent-ref %}
