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Ventas

Orders

Review your store orders, mark shipments with a tracking number and take each order all the way to completed.

See your orders

  1. Open Orders

    In the sidebar, go to Sales → Orders. You will see each order with its number, customer, products, total, status, payment, source and date.
  2. Filter what you need

    Search by number or customer and filter by Status or Payment (Paid, Partial, Unpaid).
  3. Download the list

    Use Export CSV to download your orders and work with them in a spreadsheet.

Record an order manually

  1. Create the order

    Click New Order and search for the customer by name, email or phone.
  2. Add the products

    Pick each product, its quantity and, if needed, the delivery date. Available stock is shown next to each product.
  3. Add notes and save

    Customer notes are visible to your customer; Internal notes are for your team only. Click Create Order.

Ship and deliver an order

  1. Open the order

    Click the order to see its details, its timeline and the Status panel.
  2. Add the tracking number

    Click + Add tracking number, choose the carrier and enter the tracking number. The tracking URL is optional.
  3. Mark it as shipped

    Click Mark as Shipped. If the customer has an email address, they get a notice with the shipping details.
  4. Close it out

    Once it arrives, use Mark as Delivered and then Complete Order.

Note

If electronic invoicing is on and the buyer entered their tax details, the order shows an Electronic invoicing section with the stamping status. If it failed, use Retry stamping.

Notify your team about every order

In Online store → Employee notifications, add the email addresses that should get a copy of every new store order. You can pause a recipient without deleting it.

Abandoned carts

In Online store → Abandoned carts you see the carts that did not finish checkout, their value and which ones were recovered. When a cart with an email address has been inactive for an hour, the Abandoned cart trigger fires. Use it in Automations to send the customer a reminder.

Tip

Customers can check their order status on your store tracking page with their order number and email. Send them that link along with the tracking number.

Next steps

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