Processing orders

When a customer places an order, it appears in your admin ready for processing. Processing an order means reviewing the details and preparing it for fulfilment.

Viewing new orders

1. From your admin, go to Orders
2. New orders appear at the top of the list
3. Click an order to see its details

Orders show important information including:

• Customer name and contact details
• Shipping address
• Items ordered
• Payment status
• Order total

Order statuses

Orders move through different statuses as you process them:

• Pending - Order received, awaiting confirmation
• Confirmed - Order verified and ready for fulfilment
• Processing - Order being prepared
• Fulfilled - Order shipped or delivered
• Cancelled - Order has been cancelled

Confirming an order

To confirm an order is ready for fulfilment:

1. Open the order
2. Review the details for accuracy
3. Verify the payment has been received
4. Click Confirm Order

Order notes

Add internal notes to track important information:

1. Open an order
2. Scroll to the Notes section
3. Add your note
4. Click Save

Notes are only visible to your team, not to customers.

Order notes visibility toggle

Control whether order notes appear in your order list view:

1. Go to Orders
2. Click the Show/Hide Notes toggle
3. Notes appear or disappear in the order list

When to show notes:

• You regularly use notes for tracking fulfilment details
• Your team needs quick visibility of special instructions
• Notes contain important information for every order

When to hide notes:

• You want a cleaner, more compact order list
• Notes contain sensitive information
• You prefer to view notes only when opening individual orders

The toggle setting is saved per user, so each team member can choose their preferred view.

Cash orders and print jobs

When you mark cash or pay-on-delivery orders as paid, the system automatically creates print jobs for printable products in that order.

How it works:

1. Customer places an order with cash/pay-on-delivery payment
2. Customer pays in person or upon delivery
3. You mark the order as "Paid" in the admin portal
4. Print jobs are automatically created for any printable products
5. Printing workflow begins automatically

This ensures cash orders don't get stuck waiting for payment confirmation before printing begins.

Contacting customers

Sometimes you need to reach out to customers about their orders:

1. Open the order
2. Click the customer's email address
3. Send your message

Common reasons to contact customers:

• Clarify shipping address
• Confirm product specifications
• Notify about delays
• Request additional information

Next steps

• Fulfill orders once they're confirmed
• Process refunds if needed
• View customer history for context