2.2Order detail and status actions

Steps

1. Open the order from the orders list. When its status is New, the What to do now card shows three buttons: Confirm, Put on hold and Cancel.
2. Read the buyer's name and phone number. Pressing the phone number dials it. For a new cash-on-delivery order, calling the buyer to confirm is good practice.
3. Press Confirm. It asks no reason and changes the status at once.
4. The Delivery mark at the top now reads Confirmed, and the What to do now card offers Mark packed.

Steps

1. When the status is Confirmed, the What to do now card shows Mark packed, Put on hold and Cancel.
2. When the parcel is ready, press Mark packed. No form opens; the status changes to Packed.
3. In the progress list the packing step is now done. The next step is Hand to courier, and it carries the words waiting on you.

Steps

1. While the order has no shipment yet, the Courier card is on the right. It holds a box labelled Courier for this order.
2. Open the box. The first choice is Shop default courier, which is used when you change nothing. The list shows only couriers that are switched on. If it says "No courier is switched on. Turn one on from the Courier page.", switch one on in the Courier menu first.
3. Choose a courier and press Save courier. The panel says "Courier saved". This keeps your choice; it does not send the parcel.
4. While the order is Packed, the card also shows Dispatch now. Press it. The parcel is booked with the courier you chose and the panel says "Sent to the courier".
5. If the courier refuses the booking, the panel shows the courier's own reason, for example that the address is too short. Correct the address and try again.
6. Once a shipment exists, the Courier card leaves this order, and the Delivery card shows the tracking number when there is one.

Steps

1. While the order is Packed, press Ship in the What to do now card.
2. A small panel opens titled Courier details (optional). In Courier (optional) type the courier's name. In Tracking number (optional) type the tracking number from the courier. Both boxes can be left empty.
3. Press Ship again. The status becomes Shipped, and Mark delivered and Came back appear.
4. To leave without sending, press Back.

Steps

1. When the status is Shipped, press Mark delivered once the buyer has the parcel. There is no form.
2. When the status is Delivered, press Complete. This closes the order.
3. A completed order shows no more buttons. The card reads: "This order is Completed — nothing about it can change now."

Steps

1. When the status is New or Confirmed, press Put on hold. A panel opens with the line Say why — this lands on the timeline.
2. Type the reason in the Say why box, for example "address check pending".
3. Press Put on hold again. The status becomes On hold, and the reason appears in the progress list.
4. When the reason no longer applies, press Release hold. The order is no longer on hold.

Steps

1. Cancel appears when the status is New, Confirmed, Packed or On hold. Press it.
2. In the panel, type a reason in the Say why box.
3. Press the red Cancel button. The status becomes Cancelled, and the order cannot be changed afterwards.

Steps

1. When the status is Shipped or Delivered, press Came back.
2. The panel titled Which lines came back lists every line that has a variant. Each line's quantity starts at the number ordered. Lower it if fewer came back. Set it to 0 to leave a line out.
3. Type the reason in the Say why box.
4. Press Came back. The returned quantities go back into stock.

Steps

1. In the Payment card, check whether the row Advance owed (awaiting approval) is there. While it shows, the buyer's advance has not been approved.
2. Check your own bKash account or SMS for the money. This page does not show the transaction ID the buyer gave.
3. If the money has arrived, press I received it — approve.
4. If it has not arrived, or the payment is wrong, type a reason in Reason for rejecting and press Reject.

Steps

1. In the Payment card, find the Refund amount (৳) box.
2. Type the amount you are refunding. The most you can enter is the amount captured, less any amount already refunded. A larger figure is refused.
3. Send the money from your own bKash or Nagad, to the same number or method the buyer paid with.
4. Type the reason in Reason and press Refund. The panel records the refund; it does not send the money.

Steps

1. In the Payment card, read Method (Cash on delivery) and Amount (the order's total).
2. Read the line under them. For example: "The courier collects from the buyer on delivery." or "The courier has collected. It reaches your account after remittance."
3. When the money has reached your account, the line reads "The money has reached your account."
4. To see when the money reaches you, press the link Earnings & payouts under the card. It opens the Analytics page. To see what the courier has remitted, use the COD settlements tab on the Courier page.

Steps

1. In the Customer card, read the buyer's name and address.
2. Press the phone number to dial it.
3. Press Open customer to open the buyer's customer page.
4. If there is no Open customer button and the card says "This order has no customer record", the order was placed as a guest and has no customer page.

Steps

1. If the buyer wrote a note, it appears in the Customer card after Note:. You cannot edit it from this page.
2. In the Progress card, each event shows its time, who did it, and the reason if one was given.
3. This page has no separate notes box. The reasons you type for holding, cancelling, returning or adding a product are the notes that stay on the timeline.

Steps

1. In the Items card, press + Add a product. A form opens below. Press Close to hide it again.
2. To add a catalogue product, press Choose from the catalogue. A popup opens. Search by name or SKU, filter by category, and page through the products. Choose one product. The popup takes one product at a time.
3. After you choose, the name, SKU and price fill in. Press Choose another to change the product, or Remove to clear it. You can still edit the name and price boxes.
4. To add something that is not in the catalogue, use the section Something not in the catalogue. Type the Product name and the Unit price (৳). It does not need to be in the catalogue.
5. Set the Quantity. It starts at 1.
6. Type a Reason, for example "Buyer asked for it on the phone". The reason is required and it appears on the timeline.
7. Press Add product. The panel says "Done." and the line joins the list.