Managing Orders
Learn how to review, process and manage customer orders in PlanetShopping.
Purpose
The Orders area is where you monitor new purchases and move them through your fulfilment workflow. This guide introduces the essential order tasks a merchant needs after launch.
What You’ll Learn
- You’ll learn how to find orders, review customer and payment details, update order status, fulfil or complete supported order actions, communicate with customers and handle cancellations or refunds where available.
Before You Begin
Make sure payment and shipping setup is complete and that you understand your store’s fulfilment process.
Step 1 – Open Orders
Sign in to the Merchant Panel and open Orders.
Step 2 – Review a New Order
Open an order and verify the customer information, products, quantities, totals, tax, shipping and payment status before beginning fulfilment.
Step 3 – Check Payment Status
Confirm whether payment has been completed, is pending, failed or requires attention according to the statuses implemented in PlanetShopping. Do not fulfil an order solely based on the customer confirmation page if the Merchant Panel shows a payment issue.
Step 4 – Process the Order
Prepare the items according to your normal fulfilment process. Use the PlanetShopping status or fulfilment action available in the order screen to keep the order record current.
Step 5 – Add Shipping or Tracking Information
If tracking information is supported, add it using the available order controls and confirm whether PlanetShopping sends the customer a notification automatically.
Step 6 – Communicate with the Customer
Use the supported notification or contact process when an order is delayed, changed or requires clarification. Keep communication tied to the correct order.
Step 7 – Handle Cancellations and Refunds
If an order must be cancelled or refunded, use only the cancellation and refund actions provided by PlanetShopping. Review the payment impact and resulting order status before confirming the action.
Treat the Merchant Panel order record as the operational source of truth. Keep statuses current so you can quickly identify what needs attention.
Tips & Best Practices
Review new orders regularly. Verify unusual addresses or order details before fulfilment. Add tracking promptly when supported. Keep notes professional and useful. Reconcile refunds with the payment status shown in the system.
Frequently Asked Questions
Can I edit an order after it is placed?
Use only the order changes available in the Order details screen. Some fields may be locked after payment or fulfilment.
How do refunds work?
Use the refund action available on the order, if shown. The Order details screen will indicate whether full or partial refunds are supported.
Does changing an order status email the customer?
The order screen and notification settings determine which status changes send customer emails. Review the relevant notification before changing a live order status.
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Next Step
Continue to Managing Customers.