Order Management

Order Lifecycle

Orders flow through 5 stages from placement to completion:

Processing Orders

Step-by-Step Workflow

1. Go to /orders
2. Filter by status "Pending" to see new orders
3. Click on order to view details:
   • Customer information
   • Shipping address
   • Items ordered with quantities
   • Payment method and status
   • Order total
4. Verify inventory availability
5. Click "Mark as Processing"
6. Pick items from stock
7. Pack items for shipment
8. Generate packing slip (auto-printed)

Shipping Orders

Point Plus POS integrates with UPS, FedEx, and USPS for shipping. See Shipping Guide for full details.

Ship with Carrier Integration

1. On order detail page, enter package dimensions and weight
2. Click "Get Shipping Rates"
3. Compare rates from configured carriers
4. Select shipping method
5. Purchase label (auto-prints)
6. System automatically:
   • Updates order status to "Shipped"
   • Emails tracking number to customer
   • Decrements online inventory

Manual Tracking Entry

1. If you ship with your own account, click "Enter Tracking Manually"
2. Select carrier (UPS, FedEx, USPS, DHL, Other)
3. Enter tracking number
4. Optionally add shipping cost and label URL
5. Submit
6. Customer receives email with tracking link

Order Filters

Quickly find orders using filters:

• Status: Pending, Processing, Shipped, Delivered, Cancelled
• Date Range: Today, This Week, This Month, Custom Range
• Payment Status: Paid, Pending, Refunded
• Customer: Search by name, email, or phone
• Order Number: Direct order ID lookup

Cancelling Orders

Before Shipping

1. Open order detail page
2. Click "Cancel Order"
3. Enter cancellation reason
4. System automatically:
   • Refunds payment (if already charged)
   • Restores inventory levels
   • Emails customer confirmation
   • Updates order status to "Cancelled"

After Shipping

If order already shipped, customer must return package. Process as a return/refund instead. See Returns & Refunds Guide.

Troubleshooting