Managing Orders
View, filter, and open order details from Sales, then follow up on fulfillment, payments, receipts, and customer updates.
Viewing All Orders
- Go to Sales > All Sales in the sidebar.
- You will see a table of all orders with columns:
| Column | Description |
|---|---|
| Order Number | Unique identifier for each order. Fulfillment method, sales channel, and order date appear under the number. |
| Customer | The customer who placed the order |
| Store | Which store the order belongs to (shown when you have more than one store) |
| Status | Order lifecycle: Pending, Completed, or Cancelled |
| Payment Status | Pending, Partial, Paid, Cancelled, Partially Refunded, or Refunded |
| Fulfillment Status | Current fulfillment status (Pending, Preparing, Ready, Delivering, Completed, Cancelled) |
| Total | The order total amount. If money is still owed, the amount due appears under the total. |
Source (Web or Storefront) and payment method are available as filters, not as table columns. Fulfillment method shows under the order number and can also be filtered. Open an order for full payment and fulfillment details.
Mobile View
On mobile devices, orders are displayed as cards instead of a table. Each card shows:
- Order number (with fulfillment method, channel, and date)
- Customer name
- Total amount (and amount due when unpaid)
- Order status
- Payment status
- Fulfillment status
Filtering Orders
Use the filter bar to narrow down your orders:
- Order Number: Search by order number
- Order Status: Pending, Completed, or Cancelled
- Date Range: Quick presets or a custom range
- Store: Filter by store
- Payment Status: Filter by payment status
- Payment Method: Cash, Online, Receipt / Transfer, or Store Credit
- Fulfillment Method: In-Store, Pickup, Delivery, or Dine-In
- Fulfillment Status: Pending, Preparing, Ready, Delivering, Completed, or Cancelled
- Source: Web (portal) or Storefront
- Channel: Filter by sales channel (storefront orders appear under Web)
You can also export the current filtered view to CSV using the export button in the toolbar.
Tip
To see one customer's orders, open the customer's page; their full order history appears there with the same filters.
Order Details
Click on any order to open its Order Details page. Here you will find:
Order Information
- Order number, date, and time
- Customer name and contact
- Order source: Whether the order was created from the business portal (Web) or the online storefront
- Sales channel: Where the sale is attributed for reports (storefront orders use Web automatically; portal and POS sales use the channel your team selected)
- Fulfillment method and delivery address (if applicable)
- Table number for dine-in orders: optional, and only when Cafe/Restaurant Mode is on (Settings > Features). Set or edit it here even if it was left blank at sale or on the storefront
- Order notes
Financial Details
- Payment status and primary payment method
- Amount paid vs. total
- Amount due (if partially paid)
Order Payments Section
The order details page includes an Order Payments section that lists every individual payment transaction for the order. Each payment record shows:
| Column | Description |
|---|---|
| Payment Method | The method used (Cash, Online, Receipt / Transfer, Store Credit) |
| Amount | The payment amount |
| Status | Pending, Completed, Failed, or Cancelled |
| Date | When the payment was made |
Pending Cash or Receipt / Transfer payments can be approved right from this table (with the uploaded receipt image shown for review).
This section is useful for orders with split payments or multiple payment transactions.
Order Items
- List of all products in the order
- Quantity and price per item
- Variant information
Order History
- Timeline showing all status changes and actions
From order details you can update fulfillment, add payments, print or share receipts, and message customers. Use the guides below for each workflow.
Go deeper
Fulfillment Status and Cancellation
Move orders through Pending, Preparing, Ready, and Completed, or cancel pending orders.
Kitchen Board
Live kitchen tickets with items and table numbers when Cafe/Restaurant Mode is on; advance status from the board.
Order Payments
Add payments, accept storefront receipt uploads, and record cash on delivery.
Print and Share Receipts
Print, PDF, share link, WhatsApp, and QR from order details.
WhatsApp Sharing & Customer Updates
Send receipt links and status updates to customers on WhatsApp.
Overdue Payments
Track and collect scheduled payments that are due or overdue.