Working with orders

The Orders area of your Orbit dashboard is where you work every order from the moment it is placed to the moment it is settled. From here you find orders, send them, take payment, handle refunds and deal with returns. It sits under the Commerce heading in the left-hand menu, with Drafts, Quote Requests, Abandoned Checkouts and Returns beneath it.

Find and manage orders

The Orders list is your worklist. Filter it, search it, and save the views you come back to every day.

• Managing orders
• Understanding order statuses
• Editing an order
• Putting an order on hold
• Adding notes and reading the timeline
• Using bulk actions on orders
• Exporting orders

Fulfil and ship

Pick, pack and send. Add a tracking number so the order moves on and the customer is told.

• Fulfilling an order and adding tracking
• Fulfilling part of an order
• Printing packing slips and pick lists

Payments and refunds

Chase what is owed, put money back when you need to, and send the paperwork.

• Taking payment on an order
• Refunding an order
• Cancelling an order
• Sending an invoice

Returns

Returns are raised on the order and then tracked on the Returns page until they are settled.

• Managing returns
• Processing a return

Drafts and quotes

Orders you build yourself, quotes a customer asks for, and carts that were left behind.

• Managing draft orders
• Creating a manual order
• Handling quote requests
• Reviewing abandoned checkouts
• Recovering an abandoned checkout

Tip: New to Orbit? Start with Managing orders. It walks through the Orders list, the tabs, the filters and the saved views most stores work from every day.