Managing orders

📌 Introduction

• Grace Cart has a flexible and robust order management system.

• Important because every business’s fulfillment workflow can be unique.

• The backend can be tailored to fit individual processes.

📌 Accessing Orders

• New orders are automatically placed in a “New” status — a default holding pool until processed.

  • New Pre-Orders are automatically placed in a "Pre-Order" status.

📌 Sorting & Filtering Orders

• Orders can be sorted by:

  • Pickup date

  • Order total

  • Customer last name

  • Confirmation date

• Filter orders by various criteria:

  • Pickup/delivery date range

  • Pickup location or delivery method

  • Specific product SKU or product name

  • Payment details, vendor, sales channel, and more

📌 Managing Orders

• Select one or multiple orders using checkboxes.

• Perform bulk actions:

  • Update status: Move orders to different custom statuses based on fulfillment stages (statuses are customizable to suit workflows).

  • Mark as: Apply arbitrary tags like Flagged, Exported, Paid to identify orders with unique needs.

  • Print: Generate labels, packing lists, invoices using pre-built print templates.

  • Notify: Send emails to selected customers using custom or template-based messages.

  • Export: Download orders as a CSV file for accounting or reporting, commonly used for QuickBooks imports.

📌 Additional Features

• Search bar: Quickly locate orders by number, customer name, email, or contact details.

• Icons next to order numbers:

  • Star icon: Indicates a first-time customer.

  • Other icons display status for flagged, paid, or exported orders.

📌 Important Notes

• Order statuses are subjective — use them as needed to fit your specific fulfillment workflow.

• There’s a separate guide for importing CSV orders into QuickBooks using Excel Transactions.