Now that your marketplace is fully set up and filled with products, online and manual orders are going to start rolling in. Find out how to manage your orders and also create manual orders.
From the Marketplace menu option, select the Orders tab. From here, any orders that have been placed will be listed. By default, the list will be filtered to All Active orders, but this can be changed. If your marketplace is new, you may not see any orders here to start.
You can easily filter orders by their status or by the item type.
These filter options allow you to view orders by status and by type. For example, you may wish to view all open orders containing products. Or all refunded event ticket orders.
As orders are placed by your guests, you will be able to click into the Order’s tile to view further details, such as:
Depending on the order’s status, you will have the ability to take additional actions. See below for a breakdown of the different order statuses, and what you can manage.
Communities that allow guests to defer payment when checking out will have Unpaid Orders.
*Unfulfilled orders that are refunded or cancelled will automatically update the product’s inventory. The product inventory will need to be decremented manually if the refunded items should not be restocked.
*Fulfilled orders that are refunded will not automatically update the product’s inventory. The product inventory will need to be incremented manually if the refunded items are restocked.
No further actions are available as a refunded order is final.
No further actions are available as a cancelled order is final.
Once your community starts receiving product orders, whether they are unpaid or paid, you need to be aware of your committed inventory. Committed inventory includes product orders that have been placed but have not been fulfilled (picked up/delivered). To view your product inventory along with any committed inventory, navigate to the Reports tab and select Export Inventory. This will download a .CSV file of your products, including the current Quantity (inventory) and Unfulfilled Order Quantity (committed inventory).
As orders are placed, the Unfulfilled Order Quantity will automatically increment and as they are fulfilled, the Unfulfilled Order Quantity will automatically decrement. This way, you will always know how much of your total inventory is currently committed. This is important if your marketplace is accepting orders in person (manual orders) as well as online orders.
Before being able to create a manual order, make sure your marketplace has one or more products. If you don’t have any yet, see our guide on adding products. Depending on how you run your marketplace, you may need to add a manual order. To do so, follow the steps below.
From the Marketplace menu option, select the Manual Orders tab. From here, you will see a screen with two tabs, one to select Individual Products, and one to select your Specials (discounts you can apply to the order – learn how to create a special).
Let’s start by adding Individual Products.
As you add products, you will notice the In Cart column will update to show how many of each product is included in the current order. Your Order Summary also updates in real time as changes are made, and includes the following details:
From the Order Summary section, you can click on the Clear button at any time which will remove all products from the current order.
You can click on the Checkout button if you want to process the manual order, but if you have one or more Specials that you want to include, proceed to the Specials tab in this guide.
Once you’ve finalized the order, click on the Checkout button to begin processing it. Above, you will have your Order Summary which you can make any last minute addition or deductions from the ordered products. Below, the Purchaser Details and Payment Method can be set.
Select whether this order is for an Existing Member or Guest.
Select whether this order is for Pickup or Delivery.
Choose how you want this order to be paid. Available options are as follows:
Once a payment method is chosen, the order will be placed and appear under the Orders tab.
