Orders
Create and manage orders
Create an order from the Orders page and explore viewing, editing, invoices, payment and delivery status, receipts, cancellation, refunds and deletion.
Create your first order
Open Create order
Open Orders in your store and choose Create order. This opens the manual order form, where you can add customer, item, payment and delivery details.
Review the order form
The form groups Who is this order for?, Add products, Payment and delivery, VAT, Discount, and Address and notes. Order summary shows the total and Create order action.
Choose a customer
In Existing customer, choose Search by name, phone, or email. The form starts with Walk-in customer, which you can keep when no saved customer is needed.
Find the saved customer
Search customers by name, phone number or email. This example finds the fictional saved customer Sophea Lim.
Select the matching customer
Check the name and phone number before selecting the customer. Quick customer can create a customer with a name and optional phone number when needed.
Check the selected customer
Sophea Lim is now selected for this order. Choose Use walk-in customer to switch back to an anonymous customer without personal details.
Find an item to add
Choose Search products by name or SKU. Scan can find a product by SKU; Custom item is available for a separately entered item name, price and quantity.
Search the product catalog
In Add products, search for a product name, SKU or variant name. Each available variant appears in its own row.
Add the correct variant
Check the product, Default variant, price and stock, then choose Add on that row. Each click adds one unit, up to the available stock.
Return to your order
Choose Done when you have added the items you need. The selected product is now listed in the order form.
Set the ordered quantity
Use the plus and minus controls or quantity field. This example orders two mugs at 12.00 USD each, for 24.00 USD. Quantity must be a whole number of at least one and cannot exceed available stock.
Open the payment methods
Open Payment method to see your store’s enabled checkout methods. A method describes how payment will be received; it does not collect or verify payment.
Select Cash
Choose Cash from the payment method dropdown for this example. Selecting it does not collect payment.
Open the payment statuses
Open Payment status to review Unpaid and Paid. Keep outstanding payments Unpaid; choose Paid only after you have received payment.
Keep payment Unpaid
Choose Unpaid from the dropdown while payment is outstanding. This order will be saved without collecting payment.
Open the delivery methods
Open Delivery method to change Free delivery to Customer pickup. Other choices include configured delivery methods and Custom delivery.
Choose customer pickup
Select Customer pickup from the dropdown when the customer will collect the order.
Check the delivery fee
Customer pickup and Free delivery lock Delivery fee to zero. Other delivery fees must be zero or more. A custom method also needs a name and duration.
Open the delivery statuses
Open Delivery status to review Pending, Confirmed, Processing, Out for delivery and Delivered. Saving the order does not mean it has been delivered.
Keep the delivery status Pending
Select Pending from the dropdown while you prepare the order. Update the status later when it reflects what has happened.
Open the VAT settings
Open VAT setting to review Company default, VAT inclusive and VAT exclusive. The setting controls how configured tax is included.
Use the company VAT setting
Select Company default to use your store’s tax settings. This sample store has no tax applied, so tax is 0.00 USD.
Review the optional discount
Add discount opens the optional discount settings. You can leave the order without a discount, as in this example.
Open the discount choices
Open Discount type to review Percentage, Fixed amount or Discount code. A discount code must finish checking and be applied, or be cleared, before saving.
Select a percentage discount
Choose Percentage (%) from the dropdown. Percentage must be between zero and 100; this example keeps zero and then cancels the optional discount.
Continue without a discount
Choose Cancel to keep the previous discount settings. This sample leaves the discount at zero. Apply discount would keep a valid discount choice.
Review the optional address
Customer pickup can continue without a delivery address. Add Google Map lets you place a pin; Add address opens address details. When you add an address, provide a map pin or street address before saving it.
Open Google Maps
Choose Add Google Map to open the location picker in the order form. Adding a pin is optional for a pickup order.
Search for a location
Enter a place or address in Search Google Maps. This example searches for BKK 1, Phnom Penh.
Find matching places
Choose Search, then review the matching place before selecting it.
Place the map pin
Select the matching result to place a pin on Google Maps. You can also click the map or drag the pin to adjust it.
Use your current location
Choose Use my location to use your device’s current position. Allow location access in your browser when asked. Use this option only when you are at the intended location.
Wait for your location
Finding location… appears while the device locates you. If location access is unavailable, allow access or select a point on the map. This animation uses sample coordinates.
Check your current position
The map moves to the current position and updates the pin and coordinates. Current location adds a map position; it does not automatically fill in a street address.
Review the location before continuing
Check the pin before continuing. Drag it to adjust, choose Remove pin to clear it, or open the saved position in Google Maps. The location is saved with Create order.
Add an optional order note
Use Order notes for delivery instructions or internal notes. This example records that the customer will collect tomorrow. Address and notes can be left empty.
Check Order summary
Review Sophea Lim, one product with two units, the subtotal, VAT, delivery fee and total. This unpaid pickup order totals 24.00 USD with no tax, discount or delivery fee.
Create the order
Choose Create order once all details are correct. A customer name or Walk-in customer and at least one valid item are needed. Creating the order does not collect payment.
Wait for saving
Saving… appears while the order is created. If validation or saving fails, review the message and correct the form before trying again.
Review the saved order
The saved order details open after creation. Confirm that Payment status is Unpaid, Delivery status is Pending, Customer pickup is selected, and the total is correct.
Managing orders
Order row actions
Find the available actions on an order row or card. The three-dot menu contains View order, Edit order, View invoice and Delete order. The detail page also provides the receipt, payment and delivery controls, history and paid-order refund tools.
Viewing orders
Review the saved items, customer, totals, delivery, notes and history. Open the order row’s three-dot menu and choose View order. The details page brings together item quantities, payment and totals, customer information and delivery method. Order Notes appears when a note is saved. Order history shows order events and changes to payment or delivery status.
Editing orders
Update an existing order without creating another one. Open the order row’s three-dot menu and choose Edit order. Review the existing customer, products, quantities, delivery, payment settings and notes in the order form. Save changes updates the same order. Refunded orders cannot be edited, and item quantities must remain within available stock.
Invoices
Review, customize, print, download or share an order invoice. Open the order row’s three-dot menu and choose View invoice to see its customer, items, totals and payment information. Invoice Options saves document preferences such as due date, terms, notes and signature visibility. Print and Download PDF keep a copy. Share offers Make Invoice Public and a copyable link, followed by a Copied confirmation. Public access allows anyone with that link to view the document.
Delivery status
Track fulfillment separately from payment. Open the order row’s three-dot menu, choose View order, then open Delivery Status in the order details. Its choices are Pending, Confirmed, Processing, Out for delivery, Delivered and Cancelled; normal selections save immediately. Delivery progress does not prove payment was received. Cancellation has its own confirmation because it restores reserved stock.
Payment status
Record received money and keep a payment history. Open the order row’s three-dot menu, choose View order, then open Payment Status in the order details. Unpaid and Paid changes open a confirmation with an optional note and record linked ledger activity. Paid should be recorded only after receiving the money. It does not charge the customer or change delivery status; marking a payment Unpaid again also requires confirmation.
Receipts
Open and print a receipt for a saved order. Open the order row’s three-dot menu and choose View order, then View receipt. Sale receipt shows the saved customer, payment status, products and totals. Print receipt continues to the print flow, where the receipt is ready for review and printer selection. A receipt can show Unpaid, so viewing or printing it does not record payment.
Cancellation
Cancel fulfillment while keeping the order record. Open the order row’s three-dot menu and choose View order. Choose Cancelled in Delivery Status, review Cancel order?, then Confirm cancellation. The order stays saved and its reserved stock is restored. Canceling fulfillment does not refund received money. A paid order’s refund must be processed separately.
Refunds and returns
Record a full refund or return for a paid order. Open the Paid order row’s three-dot menu and choose View order. In the details, open More actions and choose Process Refund. Refund keeps the item with the customer; Return means it was sent back. Both record the full order total and support an optional reason. Payment becomes Refunded, and a return also marks fulfillment Returned. Editing and status controls are locked. Stock is not automatically restored; inspect returned items and adjust stock in Products when suitable.
Deleting orders
Review the consequences before permanently removing an order. Open the order row’s three-dot menu and choose Delete order. Review the selected order and confirm to remove it and its items; Cancel keeps it. Deletion releases remaining inventory reservations. Deleting a Paid order records a cancellation transaction; it does not automatically transfer money back to a customer. The illustrated example is Unpaid and makes no real changes.