Help guide

Manage orders and fulfillment

Updated June 10, 2026

Manage orders and fulfillment

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Order management connects checkout to delivery. Review order details, payment status, customer context, and fulfillment tasks so customers receive what they bought.

What this guide helps you do

  • Find and review new orders.
  • Update fulfillment status and next actions.
  • Use Customer 360 and Money context when resolving order questions.

Before you start

  • Know who owns fulfillment.
  • Confirm payment status before delivering paid items when needed.
  • Have shipping, pickup, access, or service delivery details ready.

Do it manually

  1. Open Commerce orders or the related plugin order list.
  2. Filter for new, paid, pending, or unfulfilled orders.
  3. Open an order and review customer, items, payment, notes, and fulfillment requirements.
  4. Update status, assign tasks, or add internal notes.
  5. Contact the customer or send follow-up when needed.
  6. Confirm the order activity appears on the customer record.

Ask Faster AI

  • Summarize today’s unfulfilled orders and group them by next action.
  • Review this order and draft an internal fulfillment task. Do not contact the customer yet.
  • Find orders that are paid but not fulfilled and prepare a follow-up checklist.

Review before saving or publishing

  • Confirm payment status, address, delivery method, and customer details before fulfillment.
  • Do not expose internal notes in customer messages.
  • Check refund or adjustment needs before marking an order complete.

Common issues and fixes

  • If an order is missing, check date filters, payment status, and workspace.
  • If fulfillment is blocked, add a task with the missing detail.
  • If the customer record is wrong, review duplicate customers before updating order notes.

Use it in daily operations

  • Review open orders daily during active campaigns.
  • Use saved filters for pending, paid, and fulfilled views.
  • Tie fulfillment exceptions to tasks so they do not disappear in the order list.

Team handoff

  • Write down what changed, who owns the next review, and which page, customer record, campaign, or plugin record should be checked next.
  • If the work affects customers, include the public URL, test result, and any unresolved placeholder media in the handoff note.
  • When Faster AI helped prepare the change, ask it to summarize the draft and review checklist so a teammate can approve the work without retracing every click.

Restaurant website paths

For how menu ordering should connect to fulfillment, pickup expectations, and customer communication, read the restaurant website article. Restaurant Websites: Menus, Orders, and Reservations That Work.

Product page conversion

For how product-page promises around inventory, fulfillment, trust, and pickup or delivery expectations affect order handling, read the product pages article. Product Pages That Sell: Images, Inventory, and Trust.

Print-on-demand storefront

For the honest fulfillment rhythm behind print-on-demand orders, including automatic submission and manual status review, read the print-on-demand storefront article. Sell Merch Without Inventory: Print-on-Demand on Your Own Site.

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  • Screenshot placeholder: add an annotated screenshot of manage orders and fulfillment with private customer, payment, and workspace details blurred.
  • Video placeholder: add a short walkthrough that shows the manual path, the Faster AI prompt, and the review step before anything goes live.

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Sunny Arora

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Sunny Arora

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