Processing and fulfilling orders
Open an order, approve it, mark it shipped with tracking, and resend confirmation or invoice emails.
Order processing happens on the order detail screen (Sales & Reports → Orders → open an order). It's a two-column view: the items, addresses, and notes on the left; the status, totals, and actions on the right.
Work an order
Open the order
From Sales & Reports → Orders, click into the order you want to process.
Review the details
Check the items, billing and shipping addresses, and any customer notes. Add an internal note if your team needs context.
Approve it
Use the lifecycle action to approve the order and move it toward fulfilment. Only valid next steps are shown.
Mark it shipped
When it ships, mark it shipped and add the carrier, tracking number, and tracking URL so the customer can follow it.
Emails
The Email Actions card lets you resend the order confirmation, invoice, or shipping notice — useful if a customer says they didn't receive one. These normally send automatically; resending is a manual override.
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