Skip to Content
OrdersOrders overview

Orders

Every sale your shop takes arrives here. Most shop owners spend more time on this screen than on any other, so it is worth learning properly.

Where to find it

Sidebar → Orders. The menu expands into everything below:

Menu itemWhat it’s for
All OrdersThe full list — search, filter, print, bulk update
Draft OrdersOrders you started but have not placed yet
Custom OrdersA shortcut to creating an order by hand
Abandoned CheckoutsCarts customers left without paying
Order FlowDesign your own statuses and automations
Order ReportsFilterable order data with export
AnalyticsSales charts and trends

The order statuses

There are ten statuses, and every shop starts with the same set:

StatusWhat it means
PendingPlaced, nothing done yet
NewPlaced, not yet looked at
Order PlacedConfirmed by the customer at checkout
ConfirmedYou have accepted the order
ProcessingYou are packing it
ShippedHanded to a courier
DeliveredThe customer has it
CancelledCalled off
ReturnedCame back to you
RefundedMoney returned

The first seven are active statuses; Cancelled, Returned and Refunded are closed ones. You are not stuck with these — Order Flow lets you rename them, add your own, and decide which transitions are allowed.

What an order actually contains

Opening an order shows five things, and each is editable after the order was placed:

  • Products — what was bought. You can add products or remove them.
  • Payment — the totals, plus the delivery charge and discount, both editable.
  • Shipping — name, phone, address. Customers mistype these constantly.
  • Courier — which delivery company, and a button to send the order to them.
  • Notes and logs — an internal chat thread, plus an automatic record of every change and who made it.

Two rules that save money

Change status from the status control, not by editing items. Cancelling or refunding a single line item is a different action from moving the order forward. Keep fulfilment on the order-level status.

Write a reason when you cancel. The cancel dialog offers a note field, and that note goes into the order’s log. Three weeks later, when the customer calls back, it is the only record of why.

Common problems

“An order I know exists is not in the list.” Check the status tab and the date filter. Both reset to showing everything each time you open the page, so if the order is missing you have almost certainly filtered it out during this visit rather than in a previous one.

“I cannot find the order by the number the customer gave me.” Search matches the order ID, the order number, the customer’s name, their phone number, and the payment transaction ID — so any of those will find it. Phone number is the most reliable, because customers read out order numbers wrong.

Last updated on