Orders are created when a customer completes the checkout process. When an order is placed, you or your staff will receive a notification and the customer will receive an order confirmation email.

Order management is important to run an online store successfully. Having a clear path for orders helps you to remove any potential hurdles from the beginning till the delivery of orders to the customers. On the ‘All orders’ page, you can view and manage all the orders placed for multiple locations. You can also search the order and filter the order by different categories.

When an order gets placed in the store through online payment mode or cash on delivery mode, it shows on the ‘All orders’ page. It consists of orders placed by the customer and manual orders (placed by you).

How to manage orders in ZenBasket?

View Order Details

1. In the Orders menu, click on All Orders to view all the orders made with the recent orders on the top. Orders can be searched and filtered by Payment status, Order Status, Payment method, Delivery type, custom date , days, Order Type and Picked up/ Delivery Date.

   

2. Click on the eye icon under Actions to view the single order in detail.

   

   This page shows the Customer details, Order details, payment and Order status, Ordered items, subtotal, Offers available, Shipment type and additional information.

   Apart from these, Refund history and Order history are also displayed that give details of all refunds made such as Refund date, Amount, Status, Refund Reason and Refund type.

3. Click on View changes to view the recent changes made to the orders by the admin. Note: Only when the fulfillment status is set to **‘Processing’**, items can be added or removed from the orders.

   

   Order changes include changes like the addition of items, removal of items and quantity updates.

   

4. Click on Cancel order to cancel the whole order.

5. Click on Send bill if the invoice is to be sent through the mail to the customer.

6. Click on the Print Invoice button in the ‘Order Invoice’ section to get the hard copy of the invoice for future reference.

7. Click on Ready For Pickup to notify the customer that their order is ready for pickup. Note: Customer selects *Pickup* as Delivery type during Checkout.

   

Processing Orders

Every order has a payment status and Order status. The statuses help to track the progress of orders. You can change this status manually or can be changed automatically when the store is synced with third-party integrations for delivery and shipping. As the status is changed manually, an email is automatically sent to the customer.

When a new order is placed, the fulfillment status of the order is ‘New’ and payment status is ‘Unpaid’ in case of Pay by cash or ‘Authorized’ in case of online payment. When the order fulfillment status is set to ‘packed’, the payment status changes to ‘Paid’ if an online payment is made.

When an order is placed, the order moves through fulfillment status such as New, Processing, Hold, Packed, (PickedUp), Shipped and Delivered.

Only when the fulfillment status is set to Processing, items can be added or removed from the orders. The order amount is captured only when the order fulfillment status is set to packed and the payment status changes to paid automatically if an online payment is made.

When a product is paid for, the Refund Amount option gets enabled. When a product is returned or canceled, the admin can refund the amount by clicking on the Refund Amount button in the Cash Payment Refund section on the single order page. Now the Payment status automatically changes to Refunded/Cash refunded(if payment is made by cash) and fulfillment status changes to Canceled. The Partial Refund option is enabled only when the order is delivered. When a few items in an order are returned and a partial Refund is done after delivery, the payment status changes to Partial Refund or Cash Refund(if payment is made by cash).

When a product is paid for, the Refund Amount option gets enabled. When a product is returned or canceled, the admin can refund the amount by clicking on the Refund Amount button in the Cash Payment Refund section on the single order page. Now the Payment status automatically changes to Refunded/Cash Refunded(if payment is made by cash) and fulfillment status changes to canceled/returned. The Partial Refund option is enabled only when the order is delivered. When a few items in an order are returned and a partial refund is done after delivery, the payment status changes to Partial Refund or Cash Refund(if payment is made by cash).

The order fulfillment process can be summarized in the table below:

Order Status	Fulfillment status	Pickup Orders	Delivery Orders
___	___	Pay by Cash	Online	Pay by Cash	Online
Order placed	New	Unpaid	Authorized	Unpaid	Authorized
Order Processing	Processing	Unpaid	Authorized	Unpaid	Authorized
Order is on Hold	Hold	Unpaid	Authorized	Unpaid	Authorized
Order is packed	Packed	Unpaid	Paid	Unpaid	Paid
Order is Shipped	Shipped	___	___	Unpaid	Paid
Order is Pickedup or Delivered	PickedUp/Delivered	Paid Manually	Paid	Paid Manually	Paid
Partially Returned	Partially Returned	Cash Refund	Partial Refund	Cash Refund	Partial Refund
Returned	Returned	Cash Refund	Refunded	Cash Refund	Refunded

Search for an Order

1. In the Orders menu, Choose the All orders sub-menu.
2. Choose the location for which orders have to be searched.

3. Enter Order Id/Name/Email/Ph No in the search bar and click on the search icon. The details of the order are fetched and displayed.

   

Filter Orders

1. In the Orders menu, Choose the All orders sub-menu.
2. Click on the filter icon and choose the required filter based on which the orders are to be filtered.

3. Orders can be filtered based on Saved filters, Payment status, Order status, Payment method, Delivery Type, Custom Date, Days, Order Type and Picked Up/Delivery Date.

   

Create orders on customer’s behalf (Manual Orders)

Admin can create orders on behalf of any customer if the customer had selected the option ‘Manual order’ while signing up to the online store.

To create a manual order,

1. In the Orders menu, choose the All orders sub-menu.

2. Click on the Manual Orders button to place an order for any of your customers.

   

3. Click on Restore Orders to restore deleted orders.