Orders

Process and manage customer orders from placement through to fulfillment.

The Orders page is the central hub for managing customer orders — from initial placement through to fulfillment and completion.

Orders

Overview

Orders displays a paginated list of all customer orders with search, filtering, and real-time status updates. Each order contains the customer details, line items, pricing, and links to associated consignments.

Order statuses

StatusDescription
DraftOrder created but not yet confirmed
Awaiting FulfillmentConfirmed, waiting to be picked and packed
Partially FulfilledSome items shipped, more remaining
FulfilledAll items shipped
BackorderedInsufficient stock, awaiting replenishment
CancelledOrder cancelled
CompletedOrder fully delivered and closed

Creating an order

Start a new order

Navigate to Commerce → Orders and click the create button.

Select the customer

Choose the customer placing the order. Their default addresses and pricing rules are applied automatically.

Add line items

Search for products and add them with quantities. Pricing is calculated based on the applicable pricing rules for this customer.

Set order details

Specify the sales channel, shipping preferences, and any notes. Review the order totals.

Confirm the order

Save and confirm the order. It moves to "Awaiting Fulfillment" and becomes available in the dispatch workflow.

Searching and filtering

  • Search — Find orders by order number, customer name, or reference
  • Status filter — Focus on orders at a specific stage
  • Channel filter — View orders from a specific sales channel
  • Client filter — Filter by client in multi-client setups
  • Date range — Filter by order date

Order details

Each order includes:

FieldDescription
Order numberUnique identifier
CustomerWho placed the order
ChannelSales channel the order came from
Line itemsProducts, quantities, and prices
Subtotal / TotalFinancial summary
Shipping addressDelivery destination
StatusCurrent order state
ConsignmentsLinked shipments for this order

Order-to-fulfillment flow

Once an order is confirmed:

  1. It appears in Open Orders for fulfillment allocation
  2. A consignment is created to group items for shipping
  3. Items are picked from warehouse stock
  4. Items are packed at the pack station
  5. Shipping labels are generated
  6. The order is dispatched

Automatic consignment creation

Depending on your configuration, consignments may be created automatically when orders are confirmed, or manually by your fulfillment team.

Importing orders

For bulk order creation (e.g., from external channels), use the import feature at Insights → Import → Orders. This accepts CSV files and creates orders with all line items and customer details.