Orders and shipping
Shipping (under Operations) handles orders from your online store, the phone and the counter through to shipment, local delivery or pickup.
Order statuses
Orders show as received, processing, pending shipping, ready for pickup, shipped, delivered, completed or cancelled. The channel shows where each came from: web, phone or in-store. The counters show open orders, this month's revenue and cancellations.
Creating or editing an order
Click New order, or a row to open one. Link a customer and pull in their address, set the channel, add items (with serial numbers if you track them) and link a POS sale. Then choose how it goes out:
| Method | What you do |
|---|---|
| UPS shipment | Pick a service and the package weight and size, get a live estimate, and generate a UPS label with a tracking number to print or download |
| Local delivery | Assign a driver, set the delivery address and instructions, and attach a proof-of-delivery photo |
Setting up UPS
Enter your UPS client ID, client secret, account number and environment (test or production) in Settings & Secrets › Integrations & API Keys. Shipping origins, delivery options and zones are in Shipping & Delivery and Shipping Zones.
Without UPS you can still record orders, tracking numbers and statuses by hand.
Online orders
Orders placed in your online store arrive here with their payment status. Abandoned carts can be reminded by email. See Online store and checkout.