Plugin / Status and Order Tracking

Installation

1. Upload the ‘order-tracking’ folder to the ‘/wp-content/plugins/’ directory
2. Activate the plugin through the ‘Plugins’ menu in WordPress

or

1. Go to the ‘Plugins’ menu in WordPress and click ‘Add New’
2. Search for ‘Status Tracking’ and select ‘Install Now’
3. Activate the plugin when prompted

Getting Started

1. Create a status:

   • The plugin comes with a few default statuses. To create your own, click on ‘Tracking’ in the WordPress admin sidebar menu
   • Go to the ‘Statuses’ tab. The ‘Add New Status’ area will be under the main ‘Statuses’ table.
   • Fill in all the fields and click the ‘Add Status’ button

2. Create a location:

   • Go to the ‘Locations’ tab. The ‘Add New Location’ area will be under the main ‘Locations’ table.
   • Fill in all the fields and click the ‘Add Location’ button

3. Create a sales rep:

   • Go to the ‘Sales Reps’ tab. The ‘Add a New Sales Rep’ area will be on the left.
   • Fill in all the fields (if desired, you can choose a WordPress user account to associate the sales rep with, so they can log in to WordPress and manage just their orders/statuses)
   • Click the ‘Add New Sales Rep’ button

4. Create a customer:

   • Go to the ‘Customers’ tab. The ‘Add a New Customer’ area will be on the left.
   • Fill in all the fields (if desired, you can choose a WordPress or FEUP user account to associate the customer with)
   • Click the ‘Add New Customer’ button

5. Create new orders:

   • Go to the ‘Orders’ tab. The ‘Add New Order’ area will be on the left.
   • To manually create a new order, fill in all the fields and click the ‘Add New Order’ button
   • To import via spreadsheet, scroll down to the ‘Add/Update Orders from Spreadsheet’ section, choose a file from your computer and then click the ‘Add New Orders’ button

6. Order tracking forms:

   • Place the [tracking-form] shortcode in the content area of any page you’ve created. This will allow your visitors to enter their Order Number and get information about their status/order.
   • Use the [customer-form] shortcode to allow a visitor to input their customer ID and see all their orders
   • Use the [sales-rep-form] shortcode to allow a sales rep to input their sales rep ID and see all the orders assigned to them

7. Customer order submission form (premium):

   • Place the [customer-order] shortcode in the content area of any page you’ve created to allow visitors to submit their own orders

8. Customize your status tracking experience by making use of the many available settings and options, status change email notifications, choosing what order information to display, requiring email confirmation, WooCommerce integration (premium) and more.

For a list of specific features, see the Status Tracking description page here: https://wordpress.org/plugins/order-tracking/.

For help and support, please see:

• Our FAQ page, here: https://wordpress.org/plugins/order-tracking/faq/
• Our documentation, here: http://www.etoilewebdesign.com/plugins/order-tracking/documentation-order-tracking/
• Our tutorial videos, here: https://www.youtube.com/playlist?list=PLEndQUuhlvSqa6Txwj1-Ohw8Bj90CIRl0
• The Status Tracking support forum, here: https://wordpress.org/support/plugin/order-tracking