The Orders section shows you all orders placed through the Saleor system by customers, as well as those created manually by administrators. An order is created once a customer completes the checkout process.
There are essentially two order types in Saleor:
Regular orders - Orders created by your customers.
Draft orders - These are orders created by administrators, which have not yet been released to the system. For example, store operators can create orders during discussions with customers, then save them as drafts until approval is gained from management to send replacement goods. Draft orders can be edited in the same way that an order is created.
Unconfirmed orders - Orders placed by customers when order confirmation feature is turned on. The payment on such orders is being authorized when order is placed but captured later - when staff confirms the order.
To process an order in the system, click Finalize in the footer. Once the order is finalized, stock inventory will be affected. Unreleased draft orders do not influence actual or predicted stock levels.
Order list page
The main page shows a list of all orders in the system, regardless of their status.
To automatically filter orders, click Filters and view orders by channel, date, customer or fulfillment status. Sorting by status brings up a second menu from which you can choose Cancelled, Fulfilled, Partially Fulfilled, Unfulfilled, Ready to capture, Ready to fulfill.
You can also manually search specific information, such as key words or names, using the Search Orders field. The filter is dynamically applied as you type.
These options are available in Saleor 3.1 (alpha version). We recommend using the latest Saleor 3.0 version for production.
The order settings page allows you to manage your order and fulfillment settings.
How to access the order settings page
Click the three dot icon on top of the right corner of the main order list page. Then click Order Settings.
Under the settings section, you can set automatic confirmation for all orders and fulfillment of non-shippable gift cards.
Automatically confirm all orders - If you select automatic confirmation, all orders will be automatically confirmed and all payments will be captured.
Automatically fulfill non shippable gift cards - If you select automatically fulfill non-shippable gift cards, activated non-shippable gift cards will be automatically set as fulfilled and sent to the customer.
Under the fulfillment settings section, you can set automatic approval for all fulfillments and the ability to fulfill products without capturing payment for the order.
Automatically approve all fulfillments - If you select this option, after choosing a warehouse for an order, click the fulfill button in the fulfillment card and the order will be automatically fulfilled. Not selecting automatic approval for all fulfillments will require additional approval. After choosing a warehouse for an order, you need to click the
prepare fulfillmentbutton in the fulfillment card. Then you need to manually approve the order by clicking the approve button in the order details page.
Fulfillment wihout payment - If you select this option, you will be able to fulfill products without capturing payment for the order. Not selecting this option will require capturing payment for the order before fulfillment.
Order details page
Click on any order record from the list to get the full details. The order page contains cards indicating order fulfillment status, payment stage, order history, customer details, and notes.
Order fulfillment card
The fulfillment represents a group of shipped items with a corresponding tracking number. Fulfillments are created by a shop operator and usually represent physical shipments.
Fulfillment means whether an order has been sent to the customer or not. Some orders will only have a single Unfulfilled or Fulfilled card. Others, as in the example below, will have both cards if parts of the order have been sent to the customer but other products are yet to be dispatched.
When creating a fulfillment, you will have the option to select which warehouse(s) to use. If multiple warehouses are used, a separate fulfillment will be created for each warehouse.
There are five possible order statuses (and a Draft one), based on the stage of their fulfillment:
Unconfirmed - Used when user finish checkout and order confirmation is required (can be changed in order settings). After order is confirmed by staff, order becomes Unfulfilled.
Unfulfilled - There are no fulfillments related to an order or each one is canceled. An action by a shop operator is required to continue order processing.
Partially fulfilled - There are some fulfillments with Fulfilled status related to an order. An action by a shop operator is required to continue order processing.
Fulfilled - Each order line is fulfilled in existing fulfillments. Order doesn’t require further actions by a shop operator.
Cancelled - Order has been canceled. Every fulfillment (if there is any) has Cancelled status. Order doesn’t require further actions by a shop operator.
Draft - Used for orders newly created from dashboard and not yet published.
Order payment card
Orders are managed and processed in relation to their payment status. So each order status is closely linked to the processing stage of payment. There are the following payment stages:
Unpaid - It reflects the traditional credit card or bank payment that is awaiting authorization from the bank. Unpaid amounts are listed as ‘pre-authorized’. Once funds are released, the order status will automatically change to fully paid.
Fully paid - This indicates that the order has been paid for in full.
Fully refunded - All charged funds were returned to the customer.
Partially refunded - When a partial refund was given to a customer, for example, when one product from several ordered items is no longer available.
Authorization and capture
Some of the payment backends support pre-authorizing payments.
Authorization and capture is a two-step process.
First, the funds are locked on the payer’s account but are not transferred to your bank.
Then, depending on the gateway and card type used, you can charge the card for an amount not exceeding the authorized amount. Note, that the card may be charged in the timeframe between few days to a month from the day the funds were locked originally.
This is very useful when an exact price cannot be determined until after the order is prepared, or you want to capture the money as soon as you ship the order. It is also useful if you prefer to manually screen orders for fraud attempts.
When viewing orders with pre-authorized payments, Saleor offers options to either capture or void the funds. You can capture the full or partial amount (for example, taking only partial payment for an item due to damage, late delivery, or customer service issues) by clicking Capture in the bottom right corner and then confirming the full amount or changing the price to the new amount agreed with the customer.
Payments can be fully or partially refunded, if there is an issue with the goods or customer service.
Every time you complete an action such as confirming and fulfilling an order, a note appears in the order timeline at the bottom of the page. Administrators can add notes about interactions with clients and other information for other store workers.
The customer information in the card to the right of the screen on a specific order is automatically generated when the customer completes a transaction. The billing and shipping addresses can be edited if necessary. There is also an option to directly contact the customer via email by clicking on the web address shown in the contact information card.
This card displays any additional information or remarks your customer made when placing the order.
How to create an order
This is a function for store administrators to add orders, usually in cases where customer orders need to be re-sent but have already been fulfilled in the system. For example, if the customer was send damaged goods or is being sent a complimentary product due to customer service issues. It can also be used to create dummy and test orders, as well as to deal with stock issues.
Click Create Order on the main orders page or the draft orders section
Choose a previously created channel
Click Add Products in the Order Details card
Select products from the drop-down menu or by typing the product name in the search field. Assign using the check boxes
Choose the customer name. Other fields for customer information will then auto-complete. Make any required changes or input information for a new customer
Choose the best shipping offer from the drop-down list of available couriers
Once you set up the order and finalize it using the button in the footer, it becomes a normal order and replacement goods can be sent to the customer.
How to confirm an order
When order confirmation is enabled, order needs to be confirmed by staff in order to become unfulfilled.
Select an unconfirmed order from order list to open the order details
There is a possiblity to edit the order at this point. However there are a few things to be aware when doing so:
- When order address gets changed, existing allocations remains untouched.
- New allocations are created whenever staff increase order line amount or add a new order line.
- Allocations will only get altered for variants with active inventory tracking set.
- When order line is deleted, all existing allocations of that order line are deleted with it.
- If staff tries to create / increase amount on an order line with greater amount of variant that is available, insufficient stock error will be displayed.
- When manipulating order lines after order address gets changed, there might be a case that the items cannot be allocated for new address. This could happen because of insufficient stock in warehouse that would now be used for that new address.
- Click confirm order button on the bottom
After operation is finished, order status should be unfulfilled. Keep in mind that staff might change the order value before it's confirmed by manipulating the order lines. If such case happens, then after the confirmation, charged amount can be:
- Higher than order total - staff should perform miscellaneous refund for the amount that was overpaid.
- Lower than order total - staff should decide with the customer how to handle the outstanding balance.
How to refund an order
Saleor allows you to refund payments. Click the REFUND button in the Fully paid card in the order details page.
There are two options to choose:
- Refund Products. This method allows you to choose the quantity of the refunded products. Click the SET MAXIMAL QUANTITIES button to select all products from the order that will be refunded.
In the Refunded Amount card, you can choose if you want to use an Automatic Amount or Manual Amount. The first one is calculated based on the quantity of the products for the refund you selected earlier. You can also refund shipping costs (optional). Manual Amount allows you to type any amount you have decided.
- Miscellaneous Refund. This option allows you to type any amount for the refund you have decided.
How to fulfill an order
To fulfill an order click Fulfill in the Unfulfilled card and use the stepper to confirm which products are being sent.
Use the form to select how much of each product is being fulfilled from which warehouse. It's possible to only partially fulfill an order by not fully allocating the quantity to fulfill for some of all of the order lines. If multiple warehouses are used, a separate fulfillment will be created for each warehouse used.
How to cancel, return and replace an order
How to cancel an order
Click the three dots in the top right corner of a Fulfilled order card. Choose the Cancel Order option. Then click Accept when the pop-up appears. Items will be restocked into the Saleor system.
How to return and replace an order
Click the three dots in the top right corner of a Fulfilled order card. Choose the Return/replace order option. Then select the quantity of the items that need to be returned or/and replaced. Additionally, you can refund money while returning items.
The last step is to click the Return & Replace Products button.
If you select the return option only, the item will be found under the Returned section of the order details page. If you choose the return and replace options, the item will be under the Replaced section.
After choosing the replace option a new draft order will be created to replace the item. If the original order hasn't been fulfilled, the product will be automatically restocked to your warehouse. If the order has been fulfilled and you haven't canceled the fulfillment, the item won't be restocked automatically; you will have to do that manually on the variant details page of the product.
A return and replace use case
A customer buys a pair of new shoes. It turns out that they are too big. The customer decides to return them and asks for a smaller size. In this case, the store manager uses the Return & Replace option from the order's details page to replace the shoes.
How to generate an invoice
To create an invoice for an order, click generate on the right side of the order details page.
You will receive a notification on the right-hand side once the invoice has been generated. You cannot remove the invoice from the order after it has been generated.
To send an invoice to the customer, click the send button.
How to manage metadata in the order setup page
You can add private and public metadata for each order in the order setup page. Use the button Add Field to add a new metadata field.
To learn more about object metadata, see the Developer's Guide.