Handle an order

Steps

1. Open Orders

   In the channel, open Sales, then Orders. Use the tabs All, Pending, Awaiting Payment, Complete and Cancelled, or search.

2. Open the order

   Choose View. You see the products, shipping and billing details, payment records, the customer and the history.

3. Chase an unpaid order

   If it is Awaiting Payment, choose Resend payment link.

4. Change the status

   Under Add History, pick an Order Status: Pending, Awaiting Payment, Processing, Shipped, Complete or Cancelled. Add a Comment if it helps, then choose Add History.

5. Send the invoice

   Choose Invoice at the top to download it.

6. Take an order by phone

   On Orders, choose Create order, pick the Customer, Product, Quantity and Delivery, and choose Create order. It starts as Pending.

Tips

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