Orders

Orders, under Shop, opens on a board: one column per stage, starting with To pack, Packed and Sent, plus Refunded and cancelled, and Awaiting payment for checkouts not yet paid. Each card shows the reference, total, buyer, payment status, any discount code, how long ago it was placed and its dispatch date.

List shows the same orders as a table with tick boxes. Search by name or email, and filter by payment status, stage, tag and the dates placed. Export CSV downloads the orders for a spreadsheet.

Stages are your own workflow. Paid orders start in the first stage, and each stage is either still being worked on or sends the order; the one that sends records the sent date and emails the tracking link. Each stage can email the customer: switch those emails on and change their words on the Order emails page.

Tags are labels to sort and filter by, such as Gift or Trade, each with a colour. An order can carry several, and tags never email anyone.

Right-click any card or row, or use its more button, for the quick actions: Open, Move to stage, Add tracking, Print a packing slip, despatch note or invoice, Add tag, Copy order reference, Email the customer and Refund.

In the list, tick orders to change many at once: Move to stage, Add tag, Remove tag, Print packing slips and Print despatch notes. Only paid orders move stage; the others stay as they were, and the message says so.

Opening an order shows its payment status, stage and dispatch date, the customer and their address, the items with any options and codes, and the totals with any discount, VAT and refunds. The buttons along the top print documents, refund, edit the customer's details, change the delivery method and add a note.

Edit details corrects a name, email, phone number, address or the customer's note, and the history records what changed. Change delivery moves the order to another method: a cheaper one can refund the difference, and a dearer one is recorded without charging more. Tracking takes a carrier, a number and an https link, and can email the customer. The staff note is one note only your team sees, and the history keeps every move, change and note, newest first.

Emails lists everything sent for the order. One that did not send can be tried again, and Resend the confirmation sends the buyer's confirmation once more.

Every order has a private page on your website, linked from the buyer's confirmation email. It shows what they ordered, the totals, how it reaches them and the tracking once it is sent, with View your receipt as a PDF, and the invoice too when invoices are switched on.

The page and its documents are reached only through that link, and are never shown to search engines.