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:

Mobile View

On mobile devices, orders are displayed as cards instead of a table. Each card shows:

• Order number
• Customer name
• Order source badge
• Payment method
• Fulfillment method and status
• Payment status
• Total amount
• Date

Filtering Orders

Use the filter bar to narrow down your orders:

• Order Number — Search by order number
• Store — Filter by store
• Customer — Filter by customer name
• Fulfillment Status — Filter by fulfillment status (Pending, Preparing, Ready, Delivering, Completed, Cancelled)
• Payment Status — Filter by payment status
• Channel — Filter by sales channel

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 tenant portal (Web) or the online storefront
• Fulfillment method and delivery address (if applicable)
• 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:

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

Updating Fulfillment Status

To update an order's fulfillment status:

1. Open the order details.
2. Click Update Fulfillment (or the status update button).
3. Select the new status from the available options.
4. Confirm the update.

The available statuses depend on the current status and fulfillment method. See Fulfillment Methods for the full status flow.

Adding a Payment

If an order has an outstanding balance:

1. Open the order details.
2. Click Add Payment.
3. Select the payment method (Cash, Online, or Receipt).
4. If Receipt is selected, you can optionally upload a receipt image.
5. Enter the amount.
6. Confirm the payment.

The payment status updates automatically based on the remaining balance.

Accepting Storefront Receipt Payments

When a customer places an order through your online storefront and selects Receipt as the payment method, the order is created with a pending payment record. The customer uploads a receipt image as proof of payment during checkout.

To accept the payment:

1. Open the order details. You will see the Accept Payment Receipt button in the header (instead of the usual "Add Payment" button).
2. Click Accept Payment Receipt.
3. A confirmation dialog opens showing the receipt image uploaded by the customer.
4. Review the receipt to verify the payment.
5. Click Confirm to mark the payment as Completed.

Accepting Storefront Cash Payments

When a customer places a storefront order with Cash payment, a pending payment record is created. After the customer pays on delivery or pickup:

1. Open the order details.
2. Click Add Payment (or use the order actions to mark the payment as complete).
3. The payment is recorded and the order payment status updates.

Cancelling an Order

1. Open the order details.
2. Click Cancel from the actions menu.
3. Confirm the cancellation.

Printing a Receipt

1. Open the order details.
2. Click Print Receipt.
3. The receipt opens in a print dialog formatted according to your Receipt Settings.