---
title: "How to Manage WooCommerce Orders and Customers"
description: "Viewing and managing a WooCommerce order along different phases of the buying process is an important function in your overall management. In this guide you'll learn about how to manage individual..."
url: https://www.inmotionhosting.com/support/edu/wordpress/woocommerce/manage-woocommerce-order/
date: 2020-12-14
modified: 2023-06-09
author: "InMotion Hosting Contributor"
categories: ["WooCommerce"]
type: post
lang: en
---

# How to Manage WooCommerce Orders and Customers

![Manage orders and customers in your WooCommerce store](https://www.inmotionhosting.com/support/wp-content/uploads/2021/11/How-to-Manage-WooCommerce-Orders-and-Customers-1024x538.png)

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Viewing and managing a WooCommerce order along different phases of the buying process is an important function in your overall management. In this guide you’ll learn about how to manage individual orders, how to view previous orders, and you’ll further learn how to set up manual orders.

And after the orders have been fulfilled, you’ll learn how to read and export various order reports and customer reports to get hard data on your sales. To read and export large reports you may want to look at [VPS WordPress hosting](https://www.inmotionhosting.com/wordpress-vps).

- [How to Edit a WooCommerce Order](#org3d13913)
- [How to Preview an Order](#orgf0d048a)
- [Adding a Manual Order](#org4d81654)
- [How to View Order Reports](#org281c898)
- [How to View Customer Reports](#orgd37c264)
- [Related WooCommerce Resources](#orgcaedf0a)

## How to Edit a WooCommerce Order

Watch this video to see a visual demonstration on how to edit an order in WooCommerce.

At some point, you may need to make changes to a WooCommerce
order. For example, you may need to change the shipping address of a
customer’s order.

As an administrator, you have the ability to make edits to a
WooCommerce order. You can also add or delete orders. The WooCommerce
options are extensive, so this article focuses on listing all of the
options that you have to modify an existing order.

Here is a list of all the changes that you can make to an order in
WooCommerce:

- Edit the billing or shipping information
- Edit the person associated with the order
- Change the date/time associated with the order
- Change the status of the order
- Email invoice details to the customer
- Resend a new order notification
- Regenerate download permissions for a downloadable product
- Print a shipping label
- Add private notes or notes to the customer on the order
- Add custom fields for an order
- Apply a coupon to an order
- Refund the payment for an order
- Add an item to an order

Follow the steps below in order to get to the WooCommerce Order
interface where you can see and edit an order.

1. [Log in to your dashboard](/support/edu/wordpress/logging-into-wordpress-dashboard/)
2. Hover over WooCommerce
3. Click on **Orders**
4. At this point, you will see a list of orders (if you have any). Under the column labeled Order, click on the order that you wish to edit. This will bring you to the details for that order
5. After you have completed making your changes, click on update in the top right corner of the Order details page

![Infographic about editing a WooCommerce order](https://www.inmotionhosting.com/support/images/stories/infographics/infographic-how-to-edit-woocommerce-order.png)

## How to Preview an Order

You can use the order preview to verify that the customer and shipping
information for the order is correct. Follow the steps below to learn
how to use this feature within the WooCommerce interface.

The Preview option is used to quickly view a WooCommerce Order, but it can also be used to change the status of the order. When an order payment is immediately completed, then it will be automatically set to processing. At this point, if the **WooCommerce Shipping** options are properly set, then the order will be ready to be processed for delivery.

1. [Log in to your WordPress dashboard](/support/edu/wordpress/logging-into-wordpress-dashboard/)
2. Click on **WooCommerce**
3. Click on **Orders**
4. Scroll through your orders and find the one that you want to preview

When you look at the line for the order look for the **Date** column.
Next to the date, you will see an icon resembling an eye. Click on the **eye**.
You will see the preview of the order appear in a summary format.

## Adding a Manual Order

WooCommerce is designed to accept orders for your products in a very
simple, straightforward way. However, there may be an occasion in
which you will need to manually add an order on behalf of a customer.
Follow along with the steps below to add the order.

1. Log into your dashboard
2. Under *WooCommerce*, click **Orders**
3. On the Orders page, click **Add Order**
4. Fill in the General, Billing, and/or Shipping Details
5. Add products via the **Add item(s)** button
6. Click calculate total to see the final price
7. Click **Save Order** when ready

In the general details section, you can control some of the basic
information about the order. You can change the date of the order, the
status, as well as the customer who is purchasing this item.

The billing and shipping information can be inherited automatically
from the customer’s, edited if necessary, or added manually. Remember,
your customers can also edit their accounts from there.

You now know how to manually add orders in WooCommerce. After the
completion of an order (or, with hope, many orders), you will want to
circle back around to gather data. Learn how to view order and
customer reports below.

## How to View Order Reports

Order reports can help you track sales for trends, or to check if a
promotion was successful. This can be a critical tool when building
and tracking marketing or sales campaigns.

1. Log into your dashboard
2. Click **WooCommerce** then **Reports** in the navigation menu.
3. You will then be on the order report page and can choose if you want to view sales by **date**, **product**, and **category**. You also have the option to view **coupons by date** and **Customer downloads**.
4. Select the time period you want to view the report for. Choose from **year**, **last month**, **this month**, **last 7 days**, or a **custom** timeframe. If you enter a custom time-frame you must click the **Go** button. You will then see the results of your *order report*.
5. You can click the **Export CSV** link to download the report.

## How to View Customer Reports

With customer reports you can view a list of all customers and view
the ratio of registered customers to guests. This can help you manage
demand and gain insight into your target audience.

1. Log into your dashboard
2. Click **WooCommerce** > **Reports** in the navigation menu.
3. Click the **Customers** tab to access the reports.
4. You will then be on the *Customers* report page and can choose if you want to view a “*Customers vs. guests*” or “*Customer list*” report.
5. Select the time period you want to view the report for. Choose from **year**, **last month**, **this month**, **last 7 days**, or a **custom** timeframe. If you enter a custom time-frame you must click the **Go** button.

You will then see the results of your customer report. You can also
click the **Export CSV** button to download your report.

## Related WooCommerce Resources

To further develop your WooCommerce skills, check out these other
resources from the Support Center:

- [Full guide on how to create a new WooCommerce store in 2020](https://www.inmotionhosting.com/support/edu/wordpress/woocommerce/settings-customization/)
- [How to set up payment gateways and shipping](https://www.inmotionhosting.com/support/edu/wordpress/woocommerce/payment-gateways-and-shipping/)