Order functions Print

Orders

The Orders tab allows you to access a list of orders, filter by status, search for a specific order, and view and manage orders.

To get started, tap the bottom-middle Orders icon.

Filter

To filter the Orders list by a single order status:

1. Tap the Filter icon in the top toolbar.
   
2. Select an order status to filter by: Pending Payment, Processing, On Hold, Completed, Canceled, Refunded, or Failed.
   
3. APPLY FILTER.

All orders fitting the selected filter are then listed by period, starting with the most recent.

Search

To search for a specific order:

1. Tap the Search icon on the top toolbar.
   
2. Begin typing. The search will look for matching terms by first name, last name, products, and order number.
   

View and Manage Orders

View Order

To view an order in detail, select an individual order in the list or tap the order displayed in the New Order notification.

The Order Detail screen provides details on:

• Order date and status
• Products ordered, prices and quantity
• Customer information, including billing and shipping
• Payment information, including order total, payments, refunds, coupons, and how the order was paid
• Order notes – private, system, and public

Manage Orders

You can manage orders from the Order Detail screen, which is accessed by tapping an individual order.

To fulfill an order:

1. Open an order that is in Processing status to display the Order Detail screen.
   
2. Tap FULFILL ORDER. The Order Fulfillment screen appears.
   
3. Verify the product details and shipping information, then MARK ORDER COMPLETE to finish fulfilling the order.

Marking an order complete with the app triggers a Completed Order email to the customer, the same as if the order was fulfilled on your site. More info at: Email Notifications.

To view product details of an order:

The DETAILS of products ordered become available when the order is fulfilled. Tap DETAILS to view.

To add an order note:

1. Open an order to access the Order Detail screen.
2. Scroll down and select ADD A NOTE. The Add Note screen appears.
3. Enter a note.
4. Choose to keep the note private (default) or to make visible to the customer by toggling the Email Note to Customer option on or off.
5. Tap ADD in the upper-right corner to save.

To contact the customer:

1. Go to the: Individual order > Order Detail screen > Customer Information section > Show Billing.
   
2. Select a method of contact:
   • Send an email by tapping the envelope next to the customer’s email address. This option is only available if an email address is entered during checkout.
   • Send a text message by opening the hamburger menu and selecting Message. This option is only available if a valid phone number is entered during checkout.
     • The app sends a text message to all numbers, but the attempt is only successful if is a mobile number.
   • Call the customer by opening the hamburger menu and selecting Call. This option is only available if a valid phone number is entered during checkout.
     

The My Orders tab updates each time you open the app. Or pull down the entire screen to manually refresh as needed.