Order Management and Status

Once an Order has been created, you can view and manage the status of the order by selecting the order from the "Overview of your orders" page (accessed from the "orders" tab on the toolbar.

Order Status

An order has a number of different status conditions to help you track the progress of the order as you process it.

Open Status

All orders are either open or closed. An order is open if it is being actively processed. As it goes through the various phases of order processing such as payment and shipping, it will eventually reach a final stage, either fully paid and shipped, or perhaps cancelled because no payment was received. Once it has reached this final stage, then the order requires no further processing and can be closed.

Generally, an open status for the order indicates that you need to do something or are waiting for something to happen with this order. When there is nothing more to be done, the order is closed.

Payment Status

An order will be in one of the following Payment states.

• Pending - No payment has been received for the order.
• Authorized - A credit card authorization has been received, but no actual payment has yet been captured.
• Error - An error occurred while processing a payment request over a payment gateway.
• Paid - Full payment has been received. If only a partial payment has been received, then the order remains in an unpaid status.
• Cancelled - The order has been manually cancelled as payment has not been received and the customer no longer wishes to continue with the order.
• Abandoned - The order has been automatically cancelled because the order has been in a pending state for more than 30 days.
• Deleted - The order has been deleted and removed from system. This is only permitted for test orders which have been placed via the Test Payment gateway.

Shipping Status

Once an order has been paid, the goods or services can be shipped or supplied.

An order will be in one of the following Shipping states.

• Unshipped - No items have yet been shipped.
• Partial - Some of the order items have been shipped.
• Shipped - The order has been fully shipped.

Order State Transitions

An order needs to go through a number of phase transitions (also called a workflow).

• Initial - A new order has been received. It is open and is pending and unshipped.

At this point we can receive payment(s) for the order, either automatically through a payment gateway, or manually by some other means. Once the order has been fully paid, then it can moved to the Paid state.

If payment is not received, then the order can be manually cancelled and it will move to the Cancelled state.

If nothing happens to the order, it will be abandoned after 30 days and moved to the Abandoned state.

Note: If an order has partial payments, but is cancelled or abandoned, then the store owner may need to make arrangements for the amounts to be refunded separately.

• Cancelled - The order has been cancelled. It is now closed and marked as cancelled. A paid order cannot be cancelled.

If any of the order items have inventory management, then these items are returned to the inventory.

If the customer wants to activate the order, then it can be reopened and moved back to the Initial state. All items that require inventory management are checked for availability, and if all items are not available, then the order cannot be reopened.

• Abandoned - The order has been automatically cancelled. It is now closed and marked as abandoned. A paid order cannot be cancelled.

If any of the order items have inventory management, then these items are returned to the inventory.

If the customer wants to activate the order, then it can be reopened and moved back to the Initial state. All items that require inventory management are checked for availability, and if all items are not available, then the order cannot be reopened.