How To: Assign Managers to Orders

You can assign administrators to orders as managers. This is useful if your staff have their own administrator accounts in your store. You can also make use of this functionality in the sales reports to create charts that include orders assigned to the specified managers.

The name of the manager assigned to the order appears on the order list below the order status.

Note

The administrator who creates an order in the Administration panel is automatically assigned as a manager for that order.

To assign a manager to an existing order:

  1. In the Administration panel, go to Orders → Orders.

  2. Click on the order’s ID.

  3. Find the Manager field on the right and click the Choose button.

    Use the plus button next to the Manager field on the right to add a manager.

  4. You’ll see a pop-up window where you can select the administrator assigned to the order. If you have too many administrators, you can use the search to make the list shorter.

  5. Once you’ve selected the administrator, click Choose.

    Use the radio buttons to select the administrator you want to assign to the order, then click the Choose button.

  6. Click Save.

    Note

    Once selected, a manager can’t be removed from the order. However, you can use the + Add button again to choose a different manager. This removes the previous manager from the order.