How to Manage a Retail Order

Note: the exact status names and transitions below are read directly from the source's status logic, not confirmed against a live order — verify on review, especially the fulfillment sub-states (Submitted/Processing/Shipped/Delivered/Completed), which sit on top of the order's own status (Draft/Authorized/Paid/Cancelled/Refunded).

Move a retail order through its lifecycle and handle fulfillment, payment, and returns from its detail page.

Before you start

An existing retail order — see How to Create a Retail Order

Steps

1. Open the order — from the market's Orders tab on the Markets page, or from the customer account's Orders tab. The detail page shows Order #, Status, Customer, dates, and totals at the top, with tabs for Details, Fulfillment, Payments, and Returns.
2. Move the order forward: while a new order is in Draft, click Authorize to move it to Authorized; once Authorized, click Mark Paid. Status-changing actions ask you to confirm — the confirmation notes that payment-related status changes can't be undone.
3. Cancel, if needed, is available while the order is still Draft or Authorized (not after it's paid).
4. Fulfillment tab: once an order is Paid, assign a Fulfillment Vendor if the market has one configured, and record shipments — set a Carrier and Tracking Number, then Mark Shipped.
5. Payments tab: review the Payment History — date, method, amount, and status of each transaction on the order.
6. Returns tab: use Request Return or Initiate Refund to start a return/refund; both are logged with a reason, status, and date. Print Invoice is available from the order's action bar at any time.

What you'll see

The order's status chip and timeline update as you move through the lifecycle. Fulfillment, payment, and return records accumulate on their own tabs rather than overwriting each other, so the order keeps a full history even after it's Completed or Refunded.