Orders

Every order placed on your online shop, and every order you key in yourself, appears under Sales Order in the left menu. From there you follow each order from payment to delivery, print its documents and see your sales figures.

Tasks

• Read the order list: find an order and understand the columns.
• What each order status means: a short reference.
• Mark an order as paid: after a bank transfer or cash payment.
• Mark an order as shipped: add the tracking number and tell the customer.
• Cancel an order: when the customer changes their mind or never pays.
• Delete an order: remove a test or duplicate order.
• Create an order for a customer: for phone, chat or walk-in orders.
• Print an invoice, delivery order or receipt
• Export orders and the sales report
• Official receipts: when they are created and how customers get them.

Good to know

• How you mark an order paid or shipped matters. Doing it from the order's own page emails the customer (and, for payment, creates an official receipt and gives member points); so does creating an order as Paid. The bulk action on the list only changes the status. See Mark an order as paid.
• There is no refund function. Refund the customer in your payment provider's dashboard or by bank transfer, then cancel the order if it can still be cancelled, or note the refund in the order's remarks.
• Orders paid online through a payment gateway are marked paid automatically when the payment goes through.