Orders
Managing orders: the orders list, order details and fulfilment, and recovering abandoned checkouts.
29 guides
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29- Adding notes and reading the timelineSave a note on an order, read the record of what happened to it, and leave a comment for your team or for the customer.Video3 min
- Cancelling an orderCancel an unshipped order from More actions. A paid order is refunded and its stock released in one step. Learn when to refund instead.Video3 min
- Creating a manual orderBuild an order yourself for a phone, email or in-person sale: add products and variants, attach the customer, add delivery, save the draft and take payment.Video4 min
- Creating a return on a customer's behalfRaise a return from the order page when a customer asks by phone or email: pick the items and reasons, choose refund or exchange, and set the restock default.Video5 min
- Editing an orderChange quantities, add items, apply a discount, set delivery and switch currency on an order that is already placed.Video4 min
- Exporting ordersSave your orders to a spreadsheet file for your accounts or your own records, filtered down to the orders you actually need.Video2 min
- Fulfilling an order and adding trackingOpen an order, send the items, and add a tracking number or a courier label. Also see how far your suppliers have got on the lines they ship.Video7 min
- Fulfilling part of an orderShip the items you have in stock now and the rest later, using the quantity boxes in the fulfilment form on the order page.Video2 min
- Handling quote requestsRead the quote requests customers send from your storefront, price them up, brand the quote PDF you send back and set how long your prices stand.Video7 min
- How customers request a return or cancellationWhat your customers see when they ask to return items or cancel an order from their account, where the request lands in your dashboard, and how to turn the buttons off.5 min
- Importing orders from a CSVMove your order history into Orbit from a CSV file, and set what the import does about stock and about emails to your customers.Video5 min
- Letting customers track an order without an accountHow the order status page works for guest shoppers, what the link in the confirmation email does, and what to do when a link has expired.4 min
- Managing draft ordersWhat the Drafts list and draft order page show: columns, tabs, search, sort and filters, the payment buttons, and how to duplicate, archive or delete drafts.Video4 min
- Managing ordersFind your way around the Orders list: the tabs, filters, search and sorting, plus saved views and archiving.Video5 min
- Managing returnsWhat the Returns page shows: the status tabs, the columns in the list, and every section of a single return.Video3 min
- Offering an exchange and sending a return labelPick the replacement variant on an exchange return, record a return label when you approve it, and complete the exchange so Orbit creates the replacement order.5 min
- Printing packing slips and pick listsSelect the orders you are working on, then print a packing slip for each box and one consolidated pick list for the shelf run.Video3 min
- Processing a returnWork a return from request to close: approve or decline it, receive the goods, decide what happens to the stock, then complete the return.Video5 min
- Putting an order on holdPause an order while you check a payment, an address or your stock, then release it. Held orders cannot be fulfilled until you do.Video3 min
- Recovering an abandoned checkoutSend a recovery email by hand from an abandoned checkout, or switch on automatic recovery emails with a timing, subject and optional discount code.Video4 min
- Refunding an orderSend back the whole order or part of it from the Refund button, and see what that does to the money, your stock and the order.Video3 min
- Reviewing abandoned checkoutsWhat the Abandoned Checkouts list and checkout page show: the columns, the recovery statuses, the filters, and the recovery email timeline.Video4 min
- Seeing where an order came fromRead the Conversion summary card on an order to see how many visits led to it, how long the customer took, and which channel brought them first.5 min
- Sending an invoiceDownload a VAT invoice, email one to the customer, chase an unpaid order with a payment link, and print an order from the order page.Video2 min
- Taking payment on an orderCopy a payment link, mark an order as paid, charge the balance on a deposit order, and see what your customer sees when a balance is still due.Video5 min
- Understanding order statusesWhat each payment, fulfilment, return and ship by status on an order means, and which ones need something from you.Video3 min
- Understanding the risk score on an orderWhat the Order risk card on an order means: the Low, Medium and High ratings, the six signals behind them, and how to check an order before you ship it.5 min
- Using bulk actions on ordersTick orders on the Orders list to print packing slips, mark them paid or fulfilled, cancel or archive them, and send them to a pick list or batch.Video3 min
- Working with ordersAn overview of the Orders area in your Orbit dashboard, with links to every guide on finding, fulfilling, paying for and returning orders.Video2 min