Managing Orders

Viewing All Orders

1. Go to Sales > All Sales in the sidebar.
2. You will see a table of all orders with columns:

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.

Sorting the list

On desktop, click a column header to sort the full list (not just the current page):

The active sort stays in the page URL so you can refresh or share the link.

On mobile there are no column headers, so the toolbar shows a Sort by list with the same four fields in both directions, for example Order Date (newest first) is written as Order Date (descending). Choose Default order to go back to the newest-first list. Your choice is kept in the page URL exactly as it is on desktop, so switching between phone and computer keeps the same view.

Mobile View

On mobile devices, orders are displayed as cards instead of a table. Each card leads with what you need to act on, in this order:

1. Order number (with fulfillment method, channel, and date)
2. Payment status (and amount due when money is still owed)
3. Fulfillment status
4. Total amount
5. Order status
6. Customer name

Money and fulfillment come before the customer name so you can scan a list for orders that still need collecting or preparing without opening each one.

Filtering Orders

Open the Filters button in the toolbar. When filters are active, the count appears next to the label, for example Filters (3).

Filters apply as you choose them; there is no Apply button to press. On mobile the filter sheet ends with Close, which just puts the sheet away, your results are already filtered behind it.

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.

Getting Back to Your Filtered List

Open an order, by tapping its order number or its Order details action, then use the back arrow at the top of the order page. You return to the same search, filters, sort, and page number you left. This also works with your browser's back button.

If you open an order from a link, a bookmark, or a new tab, there is no list to return to, so the back arrow takes you to Sales > All Sales.

When the List Cannot Load

If the orders list fails to load, you will see Could not load this information with the reason and a Retry button. An empty list and a failed list never look the same, so a connection problem will not be mistaken for "you have no orders".

If the list is already on screen and only the refresh fails, your orders stay visible with the note Could not refresh this information, Showing the last loaded information. It may be out of date. Retry reloads using the filters you already have; nothing is cleared and no order is changed.

Order Details

Open any order to see its details. On a phone, the page follows this order:

1. Header: order number, order status, back arrow and available actions.
2. Order Information: payment and fulfillment statuses, deferred payment terms when applicable, customer, store, date and notes.
3. Order Items: product details, quantity × unit price and line total. The financial breakdown sits below the items, followed by individual payment records when present.
4. Delivery or dine-in table details, when applicable.
5. Refunds, returns, Order History, then the digital receipt QR code.

On wide screens, Order Information and delivery details sit beside the items and payments. The receipt QR code appears directly below Order Information. Totals appear in the items breakdown instead of a separate row of summary cards.

Actions in the Header

The header shows one highlighted action for the step the order is actually waiting on, Accept Payment, Add Payment, or Update Fulfillment Status, next to the everyday actions Print / Share and Update Fulfillment Status.

Everything used less often sits under the Other actions button: WhatsApp customer, Initiate Return, and Cancel Order. The button is labelled, works with the keyboard, and an action you are not allowed to use stays listed with the reason written underneath it rather than hidden.

If the order fails to load you will see the reason with Retry and Back. Back still returns you to the list you came from.

Order Information

• Payment and fulfillment statuses, with deferred payment terms and due date when applicable
• Order date and time (the order number stays in the header)
• 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

The breakdown beneath Order Items includes:

• Primary payment method, subtotal, applicable discounts, taxes and fees
• 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:

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, SKU, modifiers, bundle information and notes when present
• Original unit price and discount details when applicable

On phones, product details sit above the quantity and price row. Long names and notes wrap so you can read them without truncation.

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.

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