The Managing Orders section covers everything you need to process and manage customer orders in your website. From searching for orders and updating order details to handling refunds, failed payments, and delivery workflows, these articles will help you manage every stage of the order lifecycle.
You`ll also learn how to use the advanced florist workflow, manage drivers and florists, send customer notifications, generate run sheets, and resolve common checkout and payment issues.
What you can do in this section
- Search for and manage customer orders.
- Edit order details and add internal notes.
- Handle failed transactions and discarded orders.
- Process refunds and retry failed payments.
- Resend tax invoices and customer notifications.
- Track customer activity and investigate checkout errors.
- Manage account customers.
- Upload order photos.
- Use the advanced florist workflow to allocate and track orders.
- Manage drivers and florist locations.
- Configure SMS and email notifications throughout the order process.
- Generate delivery and in-store pickup run sheets.