Orders from your online shop arrive already paid. Your part is getting them to the client: get a pickup ready and hand it over, or send a shipment and mark it delivered.
Before you start
- Who can do it: anyone allowed to manage online orders. Others can see the list but not change it.
- Where to find them: Point of sale → Online orders lists every shop order. Retail → Product orders shows the same list, limited to orders with products in them.
Fulfil an order
Open the list
Go to Point of sale → Online orders. The newest orders are at the top. Use Status to show only New, Ready, Shipped, Completed or Cancelled orders, or search by customer or product.
Read the order
Each row shows the client, the products, when they bought, the status and the total. Under the status, it says how they'll get it: Pickup, Ship or Reserved for visit.
Move it to the next stage
Select the button on the row. It always shows the next step for that order.
Finish it
Select the button again at the last stage. The order moves to Completed.
| How the client gets it | First step | Last step |
|---|---|---|
| Pickup or Reserved for visit | Mark ready | Mark picked up |
| Ship | Mark shipped | Mark delivered |
There's no step to accept an order. An order only appears once it's paid, so a New order is ready for you to work on. The stock came off the shelf and the client was emailed a receipt when they paid.
On a phone, tap an order to see its details and actions.
Cancel and refund an order
Refund the client first
On the order's row, select the ⋮ and then View receipt. Select Refund and follow Refund a sale. Tick Restock items to put the products back on the shelf.
Cancel the order
Back on Online orders, select the ⋮ on the row and then Cancel. It happens straight away, with no confirmation.
Check it worked
The order's status changes and a confirmation, Order updated, appears. Completed and Cancelled orders are locked and can't be moved again.
If something goes wrong
Does the client hear when I mark an order ready or shipped?
No. Status changes are for your team. The only automatic email is the receipt when they pay. Let the client know yourself when their order is ready.
I can't add a tracking number
Owneli doesn't store tracking numbers. Mark shipped records the status only, so send the tracking details to the client yourself.
An item turns out to be out of stock
Refund that item from the sale and tell the client. Then correct the stock so the shop stops offering it. See Products and stock.
There's no button on the order
The order is Completed or Cancelled, or your role can't manage online orders.