Manage order: order actions

On this page

Printable items
Generate an email
Terms
Order status
Shipment
Payment
Refund
Scribe

When looking at an order's details, you will see these actions on the top right.

Printable items

Packing slip
Document that includes the complete list of items included in a package

Receipt

Invoice
Same as receipt

Generate an email

Order confirm
Sends a standard order confirmation email.
There is a checkmark in the corner of the button if the email has been sent previously.

Ship confirm
Sends the standard shipping confirmation email.

Invoice
An email window appears with the body of the email pre-populated, including a link that the customer may use to download a PDF of their invoice.

Terms

Controls the method of payment for the order.
Credit card numbers will be masked and the CCV field contents hidden after entry.
Use "Push to customer record" to update the customer record with the credit card details entered if desired

Order status

Confirm
Confirming an order is not a permanent action - it merely indicates that the order is set at that point in time.

Charge & Confirm
If it's a credit card order that hasn't yet been charged, click this to charge and confirm the order.

Unconfirm
This can be done using the "Advanced" button at the top of the order details.

Shipment

Confirm order fulfillment
Orders for delivery, being held for pick-up, or taken, should be marked "Confirm Order Fulfillment" once the order has been fulfilled.

Send to XYZ fulfillment
Orders for shipment via your fulfillment partner should be marked "Send to XYZ fulfillment".

Orders for shipment via carrier

Add a box(es) and the weight of the final, packed box(es)
Multiple boxes are allowed per shipment
Select "OK send to UPS" (or other carriers)

Hold shipment
Select weather, date, or futures from the dropdown as applicable
To fulfill an order on hold, change the hold option to "None" from the dropdown

Payment

Credit card orders
An initial payment is created when Confirm and Charge is selected

Balance outstanding
Click on the add icon to create a payment for orders with a balance outstanding

Choose a credit card, check, cash, or pre-payment payment option from the pop-up window.
If you choose credit card payment, you have the option to use the card on the order, the card on file, or a new card.

Refund a credit card payment

Click here for step-by-step instructions with screenshots on how to refund an order.

Credit card refunds can only be made within 30 days of the payment
Payments are not finally processed until the end of day
- Refunds should be made the day following the payment date

Related Topics

Manage order: order basics

Manage order: order details

Manage order: advanced controls