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Orders are created when customers checkout their shopping cart. Each order contains the products they’ve selected, pricing information, delivery details, and payment status. As a supplier, you’ll see all orders placed with your business. You can track their status, manage fulfillment, and coordinate delivery.
Orders are created by customers when they checkout. As a supplier, you manage the order lifecycle from placement through to delivery.

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Creating orders

Orders are created automatically when customers checkout their shopping cart. As a supplier, you don’t create orders directly — instead, you receive and manage orders that customers place.

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How orders are created

When a customer adds products to their cart and checks out, an order is automatically created with:
  • All products from their cart
  • Quantities and pricing
  • Delivery date (if applicable)
  • Any discount codes applied
  • Optional PO number or comments
Orders are created by customers during checkout. As a supplier, you’ll see new orders appear in your orders list as they’re placed.

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Order requirements

For an order to be created successfully:
  • The cart must contain at least one product
  • The order total must meet any minimum order value requirements
  • Stock must be available (if stock tracking is enabled)
  • A valid delivery date must be selected (if delivery is required)

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Order information

Each order includes:
  • Products and quantities — What the customer ordered
  • Pricing — Unit prices, line totals, and any discounts
  • Delivery details — Delivery date, time window, and special instructions
  • Customer information — Who placed the order
  • Payment status — Whether payment has been collected
  • Optional fields — PO numbers, comments, or notes

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Minimum order values

If you’ve set a minimum order value for a customer relationship, orders below that amount won’t be created. The customer will see a message explaining the minimum requirement.

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Order lifecycle

Orders move through several stages from placement to delivery:
  1. Placed — Customer has submitted the order
  2. Accepted — You’ve confirmed you can fulfill the order
  3. Processing — Order is being prepared
  4. Packing — Items are being packed for delivery
  5. Out for Delivery — Order is on its way to the customer
  6. Delivered — Order has been completed
You can update order status as you progress through fulfillment.

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Common order statuses

While you can use any status labels that work for your business, common statuses include:
You can use status labels that match your business workflow. The system doesn’t enforce specific status values, so you have flexibility to use terms that make sense for your team.

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Updating order status

You can update an order’s status at any time to reflect its current state. This helps:
  • Keep customers informed about their order progress
  • Coordinate with your team on fulfillment tasks
  • Track order completion rates
  • Identify bottlenecks in your process
Status updates are visible to customers, so they can see where their order is in the fulfillment process.

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Order notes

In addition to status, you can add notes to orders for internal tracking. Notes are only visible to your team, not to customers. Use notes to:
  • Record special handling requirements
  • Track issues or delays
  • Add reminders for fulfillment
  • Keep internal communication about the order

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Recurring orders

Recurring orders let you automatically create orders on a schedule. This is useful for customers who order the same products regularly — like weekly deliveries or monthly restocks.

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Creating a recurring order

You can create a recurring order from any existing order. The schedule will use the same products and quantities from that order.

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How recurring orders work

When a recurring order schedule runs:
  1. A new order is created with the same products and quantities
  2. If auto-submit is enabled, the order is automatically placed
  3. If auto-submit is disabled, a draft order is created for you to review
  4. The schedule updates to show when the next order will be created
Use auto-submit for routine orders that don’t need review. Disable it if you want to check quantities or pricing before each order is placed.

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Managing recurring orders

You can:
  • Pause a schedule — Set it to inactive to temporarily stop creating orders
  • Update the schedule — Change frequency, interval, or dates
  • Edit products — Modify which products are included
  • End a schedule — Set an end date or deactivate it
Each recurring order schedule is independent. You can have multiple schedules for the same customer with different products or frequencies.

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Payment for recurring orders

Recurring orders create new orders that need to be paid separately. Payment isn’t automatically collected — customers need to pay each order as it’s created, just like regular orders.

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Order details

Each order includes:
  • Products and quantities ordered
  • Pricing (including any discounts applied)
  • Delivery date and instructions
  • Payment status
  • Customer information
  • Optional PO number or comments