Processing an Order
To process an order, you must first accept it. You can accept orders in the Pending status. Shipments are created while orders are processed. To begin processing all orders, including subscriptions (recurring orders), open the Global Menu (
) and navigate to Commerce → Orders.
Accepting an Order
Users can accept an order once it has completed the checkout process. Note that if Order Workflows have been enabled, the order must first be reviewed and then approved (or rejected). Until the order is reviewed, the order has not completed the checkout process and thus cannot be accepted at this point.
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Navigate to the Global Menu (
) → Commerce → Orders.
-
Click on the Order ID (for example, 42838).
-
Click the Accept Order button.
The order has been accepted and can be processed.
Processing an Accepted Order
After the order has been accepted, there are three options:
- Cancel: The order is canceled and is moved automatically from the Pending to the Completed tab on the Orders menu. The order cannot be edited again and customers must submit a new order.
- Hold: Processing the order is temporarily halted until additional actions are taken (for example, the store must restock low inventory or resolve payment issues).
- Create Shipment: The order is ready to be shipped.
Processing Subscription Orders
You can manage all subscription orders in the Subscription menu in Global Applications.
See the Managing Subscriptions article to learn more.
Creating a Shipment
Creating a shipment begins in the Orders menu as a continuation of processing an accepted order. See the Creating a Shipment article to learn more.
If the order has no shippable items (for example, a service contract or online products), users cannot create a shipment.
Completed Orders
An order is marked as Completed when the customer has received all the items purchased. (For physical stock, this is usually when the items have been delivered to the customer.) An order is also marked as Completed when it is cancelled. At this point, a Completed order cannot not return to a previous status.