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Track online product orders
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Track online product orders

Streamline your product order process by efficiently tracking and managing your orders. Learn how to keep clients informed by updating the status of their orders, ensuring a smooth experience.

In this article

  • Getting started
  • Tracking product orders

Getting started

When a client places an order on your online store, it's your responsibility to prepare it for collection or delivery and keep the order status updated. If you’re a team member:

  • Request permission from the workspace owner for Product orders.

Tracking product orders

To manage and track product orders:

  1. Open Sales and select Product orders.
  2. Click on the order you want to view and select Order details. Here, you’ll find client information, delivery address, shipping options, and purchased products.
  3. After preparing the order for pickup or delivery, select Actions and mark the order as Shipped or Ready for pickup.
  4. Once the order has been shipped or picked up, change the status to Mark as completed.

All updates made to a client's order will appear under the Order feed section in their account.

To manage and track product orders:

  1. Open Sales and select Product orders.
  2. Find the order you need and tap on the order to view client info, delivery address, shipping option, and purchased products.
  3. After preparing the order for pickup or delivery, tap Actions and mark the order as Shipped or Ready for pickup.
  4. Once the order has been completed select Mark as shipped or Ready for pickup.
  5. After the order has been picked up or delivered, change the status to Mark as completed.

All updates made to a client's order will appear under the Order feed section in their account.

To view the order activity, including any status changes, select the desired order and click Activity.

FAQs

    • If a client has an issue with their order, they should contact you directly to resolve the matter.

      Yes, clients can request refunds for products. You can manage refunds by opening Sales then selecting the relevant product from Product Orders, Sales, or Payments.


Product sales


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