Orders

Manage orders, fulfilment, returns, and abandoned checkouts

15 articles

Orders | Capturing Payment & Balances

Charge an outstanding balance on an order — after an edit, a manual order, or an upgrade — and keep the books square.

2 min0

Orders | Printing Packing Slips & Pick Lists

Turn selected orders into printed paperwork: branded packing slips for the box and a consolidated, bin-sorted pick list for the shelf run.

2 min0

Orders | Order Statuses Explained

Payment status, fulfilment status and return status are three independent tracks — learn the combinations and what each one asks of you.

2 min0

Orders | Creating a Manual Order

Take orders by phone, email or in person: build the order yourself, apply pricing, and send the customer a payment link or invoice.

2 min0

Orders | Cancelling an Order

Cancel cleanly: what happens to stock, payment and the customer when you cancel — and the difference between cancelling and refunding.

2 min0

Orders | Quote Requests

Customers can ask for pricing on bigger jobs before buying. Review quote requests, then convert them into draft orders — or decline with a click.

2 min0

Orders | Editing an Order

Fix quantities, add items, apply discounts and adjust shipping on an open order — with the payment total recalculated as you go.

2 min0

Orders | Bulk Actions

Select a hundred orders and act once: print documents, create fulfilment batches, and more — from the Orders list bulk-action bar.

1 min0

Orders | Exporting Orders

Get your orders out to CSV for accounting, analysis or migration — filtered to exactly the slice you need.

1 min0

Orders | Abandoned Checkout Recovery

See who left checkout without paying, what they left behind, and how recovery emails win a share of them back.

2 min0