Review and manage orders

Open Orders to review orders recorded by your business. Start with the All view and inspect items that need action.

1. Open the order and check the customer, items, quantities, amounts and fulfilment details.
2. Review payment information before changing payment status.
3. Use the available status controls to record the actual progress of the order.
4. Return to the conversation if you need clarification from the customer.

For orders handled by a connected store, verify the store's status and the actions supported by that connection. A status change in one system should not be assumed to update every other system unless that workflow is supported and confirmed.

Do not mark an order paid solely because a customer says they transferred money. Check the payment provider or review the bank payment through your team's process.

If the order is missing, check whether the assistant captured a request instead. An enquiry, quote request and completed order are different outcomes.

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Need more help? Contact support.