Orders, fulfilment, payments and returns
This section covers order search, status interpretation, fulfilment, invoice reconciliation and full compensating returns.
Search the order register
Search the order registerFilter by reference, customer or email.
Open guide →GuideFilter orders by channel
Filter orders by channelShow POS or e-commerce orders.
Open guide →GuideFilter orders by order status
Filter orders by order statusUse the exact stored status values.
Open guide →GuideFilter orders by payment status
Filter orders by payment statusReview unpaid, paid and refund-related states.
Open guide →GuideOpen an order detail page
Open an order detail pageReview the complete order snapshot and available actions.
Open guide →GuideUnderstand order references and UUIDs
Understand order references and UUIDsUse the human reference for support and UUID for durable identity.
Open guide →GuideUnderstand POS and e-commerce channels
Understand POS and e-commerce channelsDistinguish staff register sales from public-store orders.
Open guide →GuideUnderstand pending, processing and completed orders
Understand pending, processing and completed ordersInterpret normal progression states.
Open guide →GuideUnderstand cancelled, void, refunded and returned orders
Understand cancelled, void, refunded and returned ordersKnow which states reports exclude and which actions are blocked.
Open guide →GuideUnderstand unpaid, paid and refund-due payments
Understand unpaid, paid and refund-due paymentsInterpret payment state separately from fulfilment.
Open guide →GuideUnderstand unfulfilled and fulfilled states
Understand unfulfilled and fulfilled statesInterpret delivery/stock completion separately from payment.
Open guide →GuideReview order customer details
Review order customer detailsUse the immutable checkout snapshot rather than assuming current CRM contact data.
Open guide →GuideReview order line snapshots
Review order line snapshotsInspect SKU, name, type, quantity, unit price, discount, tax, total and unit cost captured at sale time.
Open guide →GuideReview order totals
Review order totalsReconcile subtotal, discount, tax, shipping, rounding, total, paid and due minor values.
Open guide →GuideReview order payment rows
Review order payment rowsInspect method, amount, status, reference, provider and captured/refunded times.
Open guide →GuideReview the native invoice link
Review the native invoice linkOpen the connected core invoice when invoice_id is present.
Open guide →GuideFulfil an e-commerce order
Fulfil an e-commerce orderCommit reserved stock or finalise an already-deducted online order.
Open guide →GuideUnderstand fulfilment for reserved online stock
Understand fulfilment for reserved online stockDecrease reserved and on hand when fulfilment commits.
Open guide →GuideUnderstand fulfilment for immediately deducted stock
Understand fulfilment for immediately deducted stockAvoid a second stock deduction.
Open guide →GuideUnderstand paid fulfilment status
Understand paid fulfilment statusMove an eligible paid order to completed.
Open guide →GuideUnderstand unpaid fulfilment status
Understand unpaid fulfilment statusKeep an eligible unpaid fulfilled order in processing.
Open guide →GuideTroubleshoot an order that cannot be fulfilled
Troubleshoot an order that cannot be fulfilledCheck channel, status and current fulfilment state.
Open guide →GuideCreate a full order return
Create a full order returnEnter a reason and create the compensating return.
Open guide →GuideUnderstand whole-order return limitations
Understand whole-order return limitationsKnow version 1.0.0 does not expose partial line/quantity returns.
Open guide →GuideUnderstand stock restoration during an order return
Understand stock restoration during an order returnRelease a reservation or restore on hand based on original stock handling.
Open guide →GuideUnderstand refund-due payment records
Understand refund-due payment recordsKnow a paid return marks money as due for external refund.
Open guide →GuideComplete an external tender refund
Complete an external tender refundUse the original card terminal, bank or host gateway outside the POS module and retain evidence.
Open guide →GuideTroubleshoot an order that cannot be returned
Troubleshoot an order that cannot be returnedCheck current status, existing returns and reason length.
Open guide →GuideReview return and return-line evidence
Review return and return-line evidenceInspect the compensating records linked to the source order.
Open guide →GuideUnderstand order-created, updated and returned webhooks
Understand order-created, updated and returned webhooksKnow which lifecycle actions queue integration events.
Open guide →GuideUnderstand order audit correlation
Understand order audit correlationTrace order, stock, payment and return events together.
Open guide →GuideUnderstand order public access tokens
Understand order public access tokensUse the reference/token route without exposing the stored token hash.
Open guide →GuideUnderstand order idempotency records
Understand order idempotency recordsKnow request hash, response and expiry protect checkout commits.
Open guide →GuideUnderstand invoice payment reconciliation hooks
Understand invoice payment reconciliation hooksKnow payment add/update/delete hooks recalculate the POS order payment status.
Open guide →GuideReconcile a POS order with a native invoice payment
Reconcile a POS order with a native invoice paymentVerify invoice payment totals update paid and due values.
Open guide →GuideTroubleshoot an invoice payment not reflected on the order
Troubleshoot an invoice payment not reflected on the orderConfirm invoice linkage and allow the registered payment hook to reconcile.
Open guide →GuideUnderstand order confirmation email timing
Understand order confirmation email timingKnow the customer email is sent after public order creation when enabled.
Open guide →GuideUnderstand internal order notification timing
Understand internal order notification timingKnow the configured internal recipient is notified for public orders.
Open guide →GuideRun an order fulfilment checklist
Run an order fulfilment checklistVerify eligibility, stock path, status, audit and customer operations.
Open guide →GuideRun an order return checklist
Run an order return checklistVerify full-return scope, reason, stock, refund_due marker and external refund responsibility.
Open guide →