Orders
How an order moves
| Status | What it means for stock |
|---|---|
| Pending | Nothing reserved yet |
| Confirmed | Stock reserved: it's no longer available to other orders |
| Partially fulfilled | Some lines shipped or handed over; their stock is gone |
| Fulfilled | Everything shipped or handed over |
| Cancelled | Reservations released; only before anything ships |
New orders are confirmed straight away unless you choose otherwise. If there isn't enough available stock, confirming fails and tells you which product is short, unless the product has Allow backorders turned on (product editor → Stock and reordering).
Fulfil
Open the order and Fulfill everything, or only some quantities. Add a tracking number if you're shipping.
Returns
On a fulfilled or partially fulfilled order, Record return for the items that came back. Choose for each whether it goes back into stock (restock) or is written off (damaged). Returns reduce the sales figures in Insights.
Square sales
If Square is connected, every sale in the Square app appears here as a fulfilled, paid order with channel Square. See Square.
Online store orders
Orders placed in your online store have channel online and are confirmed straight away, so their stock is held while the shopper pays. Choose Online store in the channel filter to see only those. Open one for the Online order card and the Mark paid, Ready for pickup and Picked up buttons. See Online orders and payments.
Customer totals
On Customers, each customer's Orders, Total Spent and Last Order are worked out from their orders every time you look: every order placed for that customer except cancelled ones. Total Spent is the order totals, tax and shipping included; returns don't reduce it. Total LTV adds up every customer's Total Spent. Orders without a customer (guest orders) aren't in any customer's totals.
Who can do what
Staff and above create, fulfil, cancel and return orders, and mark online orders paid, ready for pickup and picked up. Viewers can only look.