Storefront Orders

What it is

View and manage customer orders from your storefront

Who it's for

Workspace Owner Staff

Access & Scope

Property	Value
Module	storefront
Personas	workspace-owner, staff
Scope	Workspace-level
UI Location	Dashboard > Storefront > Orders

| Status | active |

UI Location

Dashboard > Storefront > Orders

How it works

The Storefront Orders feature provides comprehensive order management for your online store. Here's how it works:

1. Order Viewing:

   • View all orders in a list format
   • Filter orders by status (new, confirmed, in-progress, ready, completed, cancelled)
   • Sort orders by date or status
   • View order details including customer information, items, and totals

2. Order Status Management:

   • New: Order just received
   • Confirmed: Order confirmed by staff
   • In-progress: Order being processed
   • Ready: Order ready for pickup/delivery
   • Completed: Order fulfilled
   • Cancelled: Order cancelled

3. Order Items Management:

   • Add items to existing orders
   • Remove items from orders
   • Update item quantities
   • Modify item options (e.g., size, color)
   • All modifications are tracked in order history

4. Order Discounts:

   • Apply discounts to orders
   • Remove discounts
   • Discounts are tracked in order modifications

5. Manual Price Adjustments:

   • Manually adjust order total
   • Add reason for price adjustment
   • Adjustments are tracked in order history

6. Order Notes:

   • Add internal notes to orders
   • Note types: delivery, order-change, rejection, receipt, collection, general
   • Notes are timestamped and linked to staff member
   • Edit and delete notes

7. Order Messages:

   • Communicate with customers via order messages
   • Messages are visible to both staff and customers
   • Track conversation history

8. Order Assignment:

   • Assign orders to specific staff members
   • Track order ownership
   • Filter orders by assigned staff

9. Customer Information:

   • View customer details (name, phone, address)
   • View customer notes
   • Access customer order history
   • View customer statistics

10. Order Modifications Tracking:

    • All order changes are logged
    • Track who made changes and when
    • View modification history
    • Modification types: item-added, item-removed, item-quantity-changed, item-options-changed, discount-applied, discount-removed, total-manually-adjusted

Settings

The Storefront Orders feature includes the following configuration options:

1. Order Status Settings:

   • Default status for new orders: "new"
   • Status workflow can be customized per workspace
   • Status changes trigger notifications

2. Order Display Settings:

   • Sort orders by date (newest/oldest) or status
   • Filter by status
   • Filter by assigned staff member
   • Pagination for large order lists

3. Order Form Fields:

   • Configure custom fields for checkout
   • Fields are defined in store settings
   • Customer information captured during checkout

4. Notification Settings:

   • Receive notifications for new orders
   • Notifications for order status changes
   • Notifications for order assignments

5. Order Notes Settings:

   • Note types available: delivery, order-change, rejection, receipt, collection, general
   • Notes are internal (not visible to customers)
   • Notes can be edited or deleted

6. Order Messages Settings:

   • Enable/disable customer messaging
   • Messages are visible to both parties
   • Message history is preserved

Permissions

Access to Storefront Orders requires:

• store.manage: Required to view and manage orders

Additional Permissions (for specific actions):

• Order assignment may require staff management permissions
• Order modifications are tracked with staff identification

Default Access:

• Workspace Owner: Has full access to all order management features
• Staff: Access depends on assigned role permissions. Staff without store.manage cannot access orders.

Use Cases

1. Order Processing:

   • View new orders as they come in
   • Confirm orders and begin processing
   • Track order progress through status workflow
   • Mark orders as completed when fulfilled

2. Order Modifications:

   • Add items to orders when customers request additions
   • Remove items if out of stock or cancelled
   • Adjust quantities based on availability
   • Modify options if customer requests changes

3. Customer Communication:

   • Use order messages to communicate with customers
   • Answer questions about orders
   • Provide updates on order status
   • Resolve issues or concerns

4. Internal Coordination:

   • Add notes for delivery instructions
   • Document order changes and reasons
   • Track order rejections and reasons
   • Record receipt and collection information

5. Order Assignment:

   • Assign orders to specific staff members
   • Distribute workload evenly
   • Track staff performance
   • Filter orders by assigned staff

6. Price Adjustments:

   • Apply discounts for promotions
   • Adjust prices for special circumstances
   • Document reasons for price changes
   • Maintain audit trail

7. Order Analytics:

   • View customer order history
   • Analyze order statistics per customer
   • Track order trends
   • Generate reports

8. Order Cancellation:

   • Cancel orders when needed
   • Document cancellation reasons
   • Handle refunds if applicable

Notes / Limits

1. Order Status Workflow:

   • Orders typically progress: new → confirmed → in-progress → ready → completed
   • Orders can be cancelled at any stage
   • Status changes are tracked in order history

2. Order Modifications:

   • All modifications are logged with timestamp and staff information
   • Modifications cannot be undone, but can be reversed with new modifications
   • Modification history is preserved

3. Order Items:

   • Items include product information, quantity, selected options, and pricing
   • Items added by staff are marked as such
   • Item prices include base price + option price deltas - discounts

4. Order Totals:

   • Subtotal: Sum of all line items
   • Total: Subtotal + delivery fees + taxes - discounts + manual adjustments
   • Original total is preserved if manually adjusted

5. Order Notes:

   • Notes are internal and not visible to customers
   • Notes can be edited or deleted
   • Notes are timestamped and linked to staff member

6. Order Messages:

   • Messages are visible to both staff and customers
   • Message history is preserved
   • Messages cannot be edited or deleted once sent

7. Customer Information:

   • Customer data is captured during checkout
   • Information includes: full name, phone, address, notes
   • Customer information can be updated in order details

8. Order Assignment:

   • Orders can be assigned to staff members
   • Assignment is optional
   • Unassigned orders are visible to all staff with access

9. Performance: Large numbers of orders may impact loading times. Consider pagination and filtering for optimal performance.

10. Order Public ID: Each order has a public ID that can be shared with customers for order tracking.

Changelog

Mon Jan 15 2024 02:00:00 GMT+0200 (Eastern European Standard Time)

• Initial documentation