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Order tracking, status and project management plugin that lets you create tickets and tracking numbers and send email updates. Wordpress Tutorial

Noted That:

  • To install correctly this order-tracking.zip .
  • Fisrt Download the order-tracking.zip to your computer
  • Extract/Open order-tracking.zip to Your Computer.
  • Then, Find readme.txt file inside order-tracking.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.

Start the Tips:

1. First Download " order-tracking.zip " Plugin to your Local Computer. (Click Download)

2. Then, Login to your " yourdomain.com/wp-admin " Dashboard.

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3. Then, Click on " Plugins " + " Add New " from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse " order-tracking.zip "  Downloaded plugin from your computer, Where you downloaded order-tracking.zip According to Step – 1 Above then, click on " Install Now"

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6. Now, Click on " Active Plugin"

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7. Then, See left sidemenu. " Order Tracking – WordPress Status Tracking Plugin " folder is added on left sidemenu. Now, Click on " Order Tracking – WordPress Status Tracking Plugin " folder.

   Noted that: If you do not see " Order Tracking – WordPress Status Tracking Plugin " folder on left sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about  Order Tracking – WordPress Status Tracking Plugin Configurtions and Settings or How to work " Order Tracking – WordPress Status Tracking Plugin " in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " Order Tracking – WordPress Status Tracking Plugin " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Order Tracking – WordPress Status Tracking Plugin
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  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: https://www.etoilewebdesign.com/support-center/?Plugin=OTP&Type=FAQs
  • 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

tracking , order , status , project , management , create , tickets , numbers , send , email ,

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