Before you start
- Your store is online and you have received at least one order.
The CRM Orders screen is your control desk: it gathers all your sales and lets you track them from payment to delivery, in real time. It's the screen you'll check every day.
What you'll learn
- Find and filter your orders.
- Open an order's details.
- Advance its status (payment, shipping, delivery).
Step by step
Step 1 — Find and filter your orders
In the left-hand menu, open Sales & CRM then Sales. At the top, status cards (marker ①) show at a glance what needs your attention — orders awaiting payment, to ship, or in dispute — and act as quick filters.
Use the search (marker ②) to find an order by number, name or phone, and the period tabs (Today / Week / Month). On each row, the eye icon (marker ③) opens the order's details.
Step 2 — Open an order and move it forward
The order's details open: customer, items, total, and above all the status track (marker ①) that traces its progress — Ordered → Paid → Shipped → Delivered → Closed. The action buttons (marker ②) let you move it along: confirm a payment (green button), cancel (red button), then ship and mark as delivered at the following steps.
Expected result
Your orders are tracked and their statuses up to date: at any time you know what's paid, what's left to ship and what's delivered. The History block keeps a trace of every change, and the invoice icon generates the receipt.
Expert tips
- Start with the status cards. "To ship" and "Disputes" are your priorities for the day.
- Handle pending payments fast. An unpaid order shouldn't be prepared: follow up or confirm it.
- Ship, then mark as delivered. An up-to-date status reassures the customer and triggers the right notifications.
- Check the history when in doubt. It traces who did what, and when.
Common mistakes
| Mistake | Why it's a problem | The fix |
|---|---|---|
| Shipping an unpaid order | You risk delivering without getting paid. | Confirm the payment first, then ship. |
| Forgetting to update the status | The customer doesn't know where their order stands. | Mark "Shipped" then "Delivered" at the right time. |
| Cancelling by mistake | Cancellation is irreversible. | Re-read the order before confirming an action. |
| Ignoring disputes | An unhandled dispute hurts your reputation. | Prioritize the "Disputes" card. |
Frequently asked questions
Where do I find my orders?
In the Sales & CRM → Sales menu. All your orders are listed there, with their payment and shipping status.
What do an order's two statuses mean?
One is about the transaction (payment: initiated, paid), the other about shipping (not created, shipped, received). An order can be paid but not yet shipped, and vice versa.
How do I confirm a payment received in person?
Open the order and use the payment confirmation button (green button). Handy for cash on delivery or in-store, once the money is collected.
Is the customer notified when I change a status?
Yes. Key status changes (shipping, delivery) trigger the matching notifications to your customer.
Can I undo an action?
Some actions (cancellation, refund) are final. Always check the order before confirming. The history keeps a trace of every operation.