Orders

The order detail page is where you work a single order: its items and fulfillment, payment, timeline, and customer, with the actions to edit, refund, or print it.

Create an order yourself for a phone, email, or in-person sale, then send an invoice, mark it paid, or save it as a draft.

The fulfillment card at the top of an order shows what needs to ship, where it is going, and how far along it is, with the actions to mark it fulfilled, put it in progress or on hold, and buy a shipping label.

The payment card on an order reconciles what the customer owed against what they actually paid, showing the Subtotal, Tax, Total, the amount Paid, and the Net payment, along with the payment status and the Refund action.

Find and manage your orders from the Orders overview: metrics, status tabs, search, and a sortable table you open orders from.

Refunding an order returns money to the customer for the items you choose. On the Refund page you pick how many of each item to refund, write a reason for your own records, and set the refund method and the amount, up to the amount still available. Refunded items are removed from the order, and the refund is recorded on it. To change prices or quantities instead of returning money, edit the order rather than refunding it.

Fulfilling an order marks its items as shipped once they have gone out. On the fulfillment card you select Mark as fulfilled, tick the items you are shipping, optionally print the packing slip for the parcel, and confirm. The order then moves to Fulfilled. This article walks through marking an order fulfilled from its fulfillment card.

The Orders list has saved views along the top, shown as tabs with a live count, so you can switch between sets of orders such as Unfulfilled or Unpaid with one click. Below them a search box finds orders by number, customer, or email, and you can add your own views and manage the columns. This article explains the views, the search, and the columns on the Orders list.

Orders Overview is where you see and manage all your store's orders in one place. It shows headline order metrics for a date range above a filterable, searchable, and sortable list of orders, each with who placed it, its total, and its payment and fulfillment status, so you can work through what needs attention. This guide maps every part of the page.

Canceling an order stops it before it ships and, if it has been paid, refunds the customer. In the Cancel order window you choose whether to refund now or later, pick a reason, add a staff note, and decide whether to restock the items and email the customer. Canceling cannot be undone, so the window asks you to confirm. This article walks through the Cancel order window.

The action buttons at the top of an order act on the whole order: the main actions are buttons, Print opens its own menu, and the less-common actions are grouped under More actions.

Tanqory has no order importer: the Orders page offers Export but not Import, so a CSV of past orders cannot be uploaded. This article explains what that means for a migration, the two ways orders really arrive in your store, and how to keep your old order history available for reference and reporting.

Buying a shipping label inside Tanqory purchases postage from a carrier for the order, so you get a label to print and tracking, without leaving the admin. On the Buy shipping label page you check the delivery and ship-from addresses, confirm the item weight, pick the package, and choose from the rates the carriers return. This article walks through that page up to buying the label, and covers the Shipping labels page that several orders can be labeled from at once.

The Drafts page lists the orders you have created by hand, grouped by status, with metrics and search to find any one.

Editing an order lets you change what is on it after it was placed: add a product or a custom item, change an item's quantity, or add a shipping fee. You make the changes on the Edit page, write a reason for your records, and then Update order to apply them, with a Summary showing what changed before you commit. This article walks through the Edit page and its controls.

Export your orders to a CSV file: choose which orders to include and the CSV format, then download.

When a customer pays you outside Tanqory, such as by a bank transfer or on delivery, the order stays Payment Pending until you record the payment. Marking it as paid on the payment card, and confirming in the short window that opens, moves the order to Paid and clears its balance. Only do this once you have actually received the money, since Tanqory cannot check an offline payment for you. This article walks through marking a pending order as paid.

The Customer card on an order shows who the order is for, with their contact information and their shipping and billing addresses, and it is where you attach a customer or edit those details.

The Timeline is the record of everything that has happened to an order, listed newest first, and it is where you and your team post internal notes about the order.

From the Print button on an order you can print two documents: the order itself, as a summary for your records or the customer, and the packing slip that goes inside the parcel. Choosing either one opens your browser's print dialog, where you can print it or save it as a PDF. This article explains the two Print options and how printing works.

Sending an invoice emails the customer a message with a link to pay for the order, which is how you collect payment on an order that is not paid yet. This article covers where the Send invoice button lives, both versions of the window it opens, what every field and toggle does, and how to check afterwards that the invoice went out.

If you ship an order yourself or through a carrier outside Tanqory, you can add the tracking number so the customer can follow their parcel. The Add tracking window lets you enter the tracking number and the shipping carrier, add more than one number when the order ships in several parcels, and choose whether to email the customer the tracking details. This article walks through adding tracking to a fulfilled order.

Choosing an action on an order does not happen instantly. Most actions open their own screen where you review the details and confirm before anything changes, so you always get a checkpoint. A few actions open a small menu instead, and the ones that remove something, such as deleting an order, are marked so they stand out. This reference explains what to expect when you use an order action and where each kind of action takes you.

When you have shipped several orders at once, you can set them all to Fulfilled together instead of opening each one. On the Orders list you select the orders, open the Mark as menu in the bulk action bar, and choose Mark as fulfilled, which moves every selected order to the Fulfilled status. This is useful at the end of a packing session or when a batch of orders goes out together. This article walks through selecting orders and marking them fulfilled in one action.

The Notes card keeps one standing, staff-only note about an order that stays visible at the top of the right column, separate from the dated comments in the Timeline.

An abandoned checkout is one a customer started but left before paying, and Tanqory keeps a list of them so you can follow up and try to win the sale back. The Abandoned checkouts page shows how many there are and their total value, groups them by whether you have contacted the customer yet, and lets you send a recovery email to the ones you choose. This article explains the page, its metrics and status tabs, and how a checkout becomes recovered.

A draft order is an order you create yourself in the admin instead of one a customer places at checkout, which makes it the right tool for a sale you take over the phone, by email, or in person. You build the order, decide how it is paid, and either send the customer an invoice or record that it is already paid. This article explains what draft orders are for and how they fit together, and points you to creating one and to the Drafts list.

Opening an abandoned checkout shows what the customer had in their cart when they left, what it was worth, and whether it has been recovered yet. The Checkout details card lists the items and the total, with a Copy checkout URL button so you can send the customer straight back to their cart, and an Automations card shows the recovery emails that have run. This article walks through the abandoned checkout detail page.

Issuing a refund returns money to the customer for the items you choose, and the refunded items are removed from the order. You can refund the whole order or just part of it, up to the amount still available, and the money goes back to the original payment method. This article explains what a refund does, how a full refund differs from a partial one, and when to refund an order rather than edit it or take a return, and it points you to the step-by-step for the Refund page.

A recovery email reminds a customer who left a checkout that their items are still waiting, with a link back to the cart so they can finish paying. You can send one from the Abandoned checkouts list by selecting the checkouts and choosing Send recovery emails, or from a single checkout with its Send recovery email button. The email sends straight away and the checkout moves to Contacted. This article walks through both ways to send a recovery email.

An order has two places for staff-only notes, and this article shows you how to use each. The Notes card at the top of the right column holds one standing note that stays in view, and the note box in the Timeline posts dated comments that build into a history. Neither is shown to the customer. This article walks through adding a standing note and posting a dated comment, and points to the concept article for how the two differ.

In progress is the fulfillment status for orders you have started to pack but not yet shipped, so your team can tell which orders are already being worked on. On the Orders list you can set this status for several orders at once by selecting them and choosing In progress from the Mark as menu. This is useful when you pick a batch of orders to work through together. This article walks through selecting orders and marking them in progress.

Tags are short labels you add to an order to recognize it and group it with similar orders, such as wholesale, gift, or fragile. You add them in the Tags card on the order by typing in the Search or create tags field and then picking an existing tag or creating a new one, and the tag applies straight away. Each tag shows as a chip you can remove, and View all tags lists the tags you have already used. This article explains the Tags card and how to add and remove tags.

When you are packing a batch of orders, you can print all of their packing slips together instead of opening each order on its own. On the Orders list you select the orders, open the Print menu in the bulk action bar, and choose Print packing slips, which opens your browser's print dialog with a slip for every selected order. From there you print them or save them as a PDF. This article walks through printing packing slips for several orders at once.

Sometimes you need to set orders back to Unfulfilled, for example when an order was marked fulfilled by mistake or a shipment falls through and has to be packed again. On the Orders list you can do this for several orders at once by selecting them and choosing Unfulfilled from the Mark as menu. This returns each selected order to the Unfulfilled status so it shows up again as needing to ship. This article walks through selecting orders and marking them unfulfilled.

Putting an order on hold pauses its fulfillment so it is not packed or shipped until you release it, which is useful while you wait on stock, confirm a payment, or review an order. On the Orders list you can place several orders on hold at once by selecting them, choosing On hold from the Mark as menu, and picking a hold reason in the window that opens. The reason is for your team and is not shown to the customer. This article walks through placing orders on hold in one action.

The short answer is no: the Orders page has an Export action but no Import, so orders cannot be uploaded from a CSV. This article gives the quick answer and points to the longer explanation of what to do with past orders instead.

Once you have added the products to a draft order, the Payment section gives you a few ways to finish it, and this article explains each. You can save it as a draft to come back to, email the customer an invoice to pay, mark it as already paid, or set payment terms so it is paid later. This article covers those choices and points you to the full draft order form for building the order itself.

Editing an order changes what is on it after it was placed, such as adding a product or a custom item, changing an item's quantity, or adding a shipping fee. When your changes raise the total, the order shows an amount to collect, which you can invoice to the customer. This article explains what editing can and cannot do, how the difference is settled, and when to edit an order rather than refund or cancel it, and it points to the step-by-step for the Edit page.