Managing Orders

This page covers the day-to-day tasks of order management: creating orders manually, recovering abandoned carts, and understanding what each order and payment status means.

Creating an order

Click Create Order from the Orders list to open the manual order form. This is ideal for phone orders, in-person sales, or any order placed outside your normal checkout. The form is organized into sections, with a live Order Summary panel on the right.

Customer

Pick who the order is for under Customer (Select or search for a customer):

• Customer — search by name, email, or phone and select a customer. A customer is required.
• Email and Phone — auto-filled from the selected customer; editable.

Products

Add the items being ordered under Products (Add products to this order). Each line has:

Field	Notes
Product	Select a product. A stock badge shows n in stock or Out of stock.
Variant	Select a variant (choose a product first). Inventory is shown per variant.
Price	Auto-filled from the product/variant (read-only).
Qty	Quantity, at least 1. Cannot exceed available stock (Max: n).
Subtotal	Calculated automatically (price × quantity).

Use Add Product to add more lines (up to 10), or the trash icon to remove a line. At least one item is required.

Shipping

Under Shipping (Delivery address and shipping details):

• Shipping Address — free-text address.
• Requires shipping — toggle for physical vs. digital orders.
• Gift order — mark the order as a gift.
• Shipping Cost — enter a shipping charge (or leave at 0).

Billing

Under Billing, tick Same as shipping address to reuse the shipping address, or untick it to enter a separate Billing Address.

Notes

Under Notes you can add Customer Notes (visible to the customer) and Internal Notes (private to your team).

Order summary

The Order Summary panel updates in real time and is where you finalize the order:

• Order Date — pick the order date.
• Subtotal — total of all line items.
• Discount — choose No discount, Manual amount, or an existing discount code. Manual and code discounts are shown in the breakdown in green.
• Shipping — shows Free or the cost entered above.
• Tax — set a tax rate (%); tax is calculated on the discounted subtotal.
• Total — the grand total.

Click Create Order to submit (or Cancel to discard). If your store is connected to Shopify, the order is created and synced to Shopify (Order created and synced to Shopify! Order #...); otherwise it is created locally (Order created locally: #...).

tip

Prices and stock levels come from your product catalog, so make sure your products and variants are up to date before building an order. Quantities are capped at the available stock for each variant.

Abandoned carts & recovery

The Abandoned Carts tab on the Orders page shows carts that customers started but never checked out — and gives you tools to win those sales back.

The abandoned carts list

Each cart shows (on desktop):

Column	Description
Customer	Name and phone number.
Items	Item count and product names (first two, then +X more).
Total	Cart value.
Channel	Where the cart originated (for example Shopify or Web).
Status	The recovery status (see below).
Time	When the cart was abandoned. A green clock marks carts still within the 24-hour window.
Actions	The recovery actions menu.

On mobile, carts are shown as cards with the same information. Recovered carts also show the resulting Order #. When there are no carts, the list reads No abandoned carts found.

Cart statuses

Status	Label	Meaning
pending	Active	Cart is still open / recent.
abandoned	Abandoned	Cart was left without checking out.
reminder_1_sent	Reminder Sent	First recovery reminder has been sent.
reminder_2_sent	2nd Reminder	Second recovery reminder has been sent.
converted	Converted	Cart turned into a completed order.
recovered	Recovered	Cart was recovered.
expired	Expired	Recovery window has passed.

Recovery actions

The actions menu on each cart offers:

• Send Reminder — sends a recovery reminder to the customer. (Available only when the cart can still be reminded.)
• Send with Discount — opens the Send Discount Code dialog, where you set a discount percentage (1–50%, default 10%) and see a preview of the discounted cart total before sending. Use this to add an incentive to the reminder.
• Mark as Recovered — manually marks the cart as recovered (disabled once it is already recovered or converted).

tip

Send with Discount is a powerful nudge for high-value carts. The preview shows the customer's new total at the chosen discount before you commit to sending it.

Order status reference

These are the order (fulfillment) statuses you'll see on order badges and in the Status filter:

Status	Meaning
Draft	Order created but not yet finalized.
Pending	Awaiting confirmation or payment.
Confirmed	Confirmed and queued for processing.
Processing	Being prepared for fulfillment.
Shipped	Dispatched to the customer.
Delivered	Received by the customer.
Completed	Fully completed.
Cancelled	Cancelled before fulfillment.
Refunded	Payment refunded.
Returned	Returned by the customer.

Payment status reference

These are the payment statuses shown on order badges and in the Payment filter:

Status	Meaning
Pending	Payment not yet received.
Processing	Payment in progress.
Completed / Paid	Payment received in full.
Captured	Funds captured.
Partially Paid	Part of the total has been paid.
Failed	Payment attempt failed.
Cancelled	Payment was cancelled.
Refunded	Payment fully refunded.
Partially Refunded	Part of the payment has been refunded.

Shopify orders

Orders synced from Shopify also carry Shopify's own financial and fulfillment statuses, shown on the order's detail page. See Order Details → Shopify integration for the full list of Shopify status values.