KWIGA help center LMS (education) Sales and launches (price plans settings, groups, sales outside of Kwiga) Orders: creating and editing orders.

Orders: creating and editing orders.

Articles:

It describes the automatic and manual creation of an order, editing a previously created order, and changing access conditions or the plan for a specific student.


In this article:


What is an order

An order is a set of access conditions to a product or multiple products, which also includes the price at which the product is purchased and the payments made to pay for the product. Orders are most often created automatically when your client visits a page with an offer or fills out an application form in a widget.

If a client returns from the payment system page or reopens the offer page, a new order will be created. This is necessary to record the state of the order at the moment of transition to payment, to avoid situations where a client opens an offer for a cheaper tariff, proceeds to payment, then returns and selects a more expensive tariff, but pays using the old link. This mechanism ensures precise tracking of which tariff was actually paid for and helps avoid unpleasant disputes with clients.

You can view a client's order by going to their contact card and opening the “Orders” tab.
To view the order settings, click on the order number.

Creating an Order

In most cases, an order is created automatically when a client opens a page with an offer. In such cases, the name of the offer will be visible directly within the order (highlighted in yellow in the screenshot below).



Alternatively, you can create an order manually.

To do this, open the contact, select the "Orders" tab, click the +Order button, and fill in the necessary details. A detailed demonstration of how to create an order is shown in the video below.

Editing an Order

You can edit any order and change the access conditions. This is convenient when you want to modify conditions for a specific student within a group (for example, to grant early access to new lessons or cancel checkpoints).
Note that if you only need to extend or pause access to a product, editing the order is not necessary—there are separate buttons for that.

If you edit an order that was automatically created upon offer payment, a special copy of the offer is generated during the editing process. This will be marked in the order: “Copy system” is added before the offer name. All subsequent changes to the original offer will no longer affect this client’s access, as their access becomes individual.