Order Process

Path: Sales › Orders › Overview (/admin/orders)

Order management is a key part of your e-commerce operation. Merzio gives you an overview of all orders, their statuses, payment methods, and documents. In this guide you will learn how to manage orders efficiently.

Order List Page

The Orders page shows all orders of your store in a table with search, filters, and bulk actions.

Quick views and summary

Above the table are the quick views All, Pending, Processing, and Unpaid — one click narrows the list. On the right you see a summary: the total number of orders matching the filter and the number of paid orders on the current page.

Filtering and Search

Search — Search by order number, customer name, email, or variable symbol
The Filter button opens a panel with filters:
- Status — order status (Pending, Processing, Shipped, Ready for pickup, Out for Delivery, Delivered, Completed, Cancelled, Returned)
- Payment Status — Pending, Paid, Failed, Partially Refunded, Refunded
- Shipping Method and Payment Method — the list of payment methods is built automatically from the methods actually used in your orders
- Invoice type — Tax invoice, Proforma
- Delivery country — shown if you deliver to more than one country
- Date From / Date To
- Sort By — newest, oldest, highest amount, lowest amount
Selected filters appear as chips — remove each one with its cross, or all at once with Clear Filters

You can also sort by clicking the Date or Total column header.

Table columns

Column	Description
Order	Order number. The format is prefix + sequence number based on the numbering settings (System › Additional Settings › Invoices), e.g. `2026000123`
Date	When the order was created
Customer	Name and email. Hovering shows a customer preview with a View customer or View customer orders link
Status	Order status badge — click it to open a menu and change the status right there
Payment	Payment status badge — click it to change it, just like the order status
Items	Number of items; hovering shows a preview of the ordered products
Shipping	Carrier (Packeta, GLS, …) and shipment status, with the delivery country flag
Payment Method	The payment method
Variable Symbol	Identifier for bank transfers (column hidden by default)
Total	Total order amount

The Columns button lets you choose which columns you want to see and change their order — the setting is remembered in your browser. On a phone, orders are shown as compact rows.

At the end of each row is a ⋯ menu: View, Open in new tab, downloading the advance (proforma) and tax invoice, carrier actions (e.g. Create Packeta Packet, label printing), and Delete.

Order Actions

Creating a New Order

Click the Create Order button in the header. A form for manual order creation opens:

Select an existing customer or enter details of a new one
Add products to the order (search with autocomplete)
Fill in the billing and shipping address, optionally company details (company ID, tax ID, VAT ID)
Set the payment and delivery method
Optionally set the order status, payment status, coupon, and notes
Click Create Order

This feature is useful for orders received by phone or in special cases.

Export and import

The page header has an Export menu and an Import Orders button:

Export All Orders — Export orders
Export invoices (PDF ZIP) — Download invoices as a ZIP archive
Dispatch sheet (PDF) — A dispatch sheet for packing shipments
Export Pending (CSV) / (XML) — Export pending shipments for Packeta
Import Orders — Import orders from a file

Bulk Actions

After you tick orders with the checkbox, a floating bar appears at the bottom showing how many orders are selected (the selection is kept even when you move to the next page):

Status — Change the status of the selected orders
Payment — Change the payment status of the selected orders
Dispatch — Dispatch sheet (PDF) for the selected orders
Delete selected (bin icon) — Permanent removal of orders. Shown only when all selected orders are Pending or Cancelled — be careful!

In the Sales › Orders group you will find more items focused on documents:

Withdrawal Requests (/admin/withdrawals) — Customers' requests to withdraw from the contract
Tax Documents (/admin/orders/tax-documents) — Managing and generating tax documents
Advance Invoices (/admin/orders/advance-invoices) — Managing advance invoices
Credit Notes (/admin/orders/credit-notes) — Managing credit notes for returned items
Delivery Notes (/admin/orders/delivery-notes) — Generating and managing delivery notes
Tax Documents for Received Payment (/admin/orders/payment-tax-documents) — Documents for received payments
Export — Bulk exports (all orders, invoice PDFs, dispatch sheet, Packeta)
Order Settings (/admin/settings/orders) — Guest orders, catalog mode, and other rules

Order Detail

Path: Sales › Orders › Overview → click an order (/admin/orders/{id})

Header with actions

The header shows the order number, the creation date, and two badges — order status and payment status. On the right you will find:

Print — Menu: Standard (print from the browser) or Download PDF
Document — Menu with options:
- Create Tax Invoice
- Create proforma invoice
- Delivery note
More actions — Resend emails (re-sends the order emails to the customer) and Delete (permanent removal of the order, confirmed in a dialog)
Arrows — Move to the previous / next order

If the customer has filed a withdrawal-from-contract request for the order, a notice with a link to the request appears above the content.

Page layout

The detail is a single page without tabs. The left (wider) column contains the Order Items, Shipping, Payment, Invoices, Rewards & Discounts, Stock movements, and Timeline cards. The right column contains Order Management, Customer, and Notes.

Order Items

A list of ordered products with the following data:

Image — Product thumbnail
Name — Product name
SKU / EAN — Product codes (if they exist) and the warehouse position
Quantity — Editable field for changing the number of pieces
Unit Price — Price per piece
Subtotal — Total item price (quantity × unit price)

The Add item button lets you add more products to an existing order.

INFO

Editing quantity and adding items is only possible for orders that have not yet been shipped, delivered, completed, cancelled, or returned.

Shipping

The pickup point chosen by the customer (Packeta, GLS, DPD, SPS, PPL, Slovak Post, or your own personal pickup), the shipment status at the carrier, and actions for creating the shipment and the label.

Payment

Order and payment summary:

Subtotal — Sum of all item prices without shipping
Discounts — Discount, coupon, and redeemed loyalty points (if any)
Shipping — Delivery cost
Payment Fee — Payment method fee (if any)
VAT and tax mode — Calculated tax and mode (e.g. reverse charge)
Total — Final amount to pay
Credit notes — Sum of issued credit notes (if any)

For a paid order there is also a Process Refund button — see Refunds.

Invoices

This card shows all documents related to the order:

Proforma Invoice — Invoice for partial payment (if it exists)
Tax Invoice — Final invoice for the order
Credit notes — List of credit notes for the order (if they exist)

For each document, the following buttons are available:

Download — Download in PDF format
View — Display in the browser
Regenerate — Regenerate the document

If the document does not exist yet, a button to create it is shown.

Stock movements and Timeline

Stock movements — click Show to see the stock movements related to the order.
Timeline — the history of order events by day (status changes, payments, sent emails). For emails, the View Email Content button shows what the customer received; load older events with Load older.

Order Management (right column)

Order Status — 9 options: Pending, Processing, Shipped, Ready for pickup, Out for Delivery, Delivered, Completed, Cancelled, Returned
Payment Status — 5 options: Pending, Paid, Failed, Partially Refunded, Refunded
Shipping Method — Carrier selection (Packeta, GLS, personal pickup, etc.)
Tracking Number — Tracking number of the shipped order
Delivery Platform — Delivery platform specification

The Update Order button saves all changes in this card.

Customer

Name (for a registered customer, a link to their profile) and a View customer orders link
Contact details — email and phone
Shipping Address and Billing Address — the pencil icon opens the Edit addresses dialog; save changes with the Update Addresses button
Company details (company ID, tax ID, VAT ID), if provided

Notes

Customer Notes (read-only) and Admin Notes — internal notes for the order, saved with the Save button.

Order Lifecycle

Cart → Checkout → Payment initiated → Payment confirmed → Processing → Shipped → Completed
                                     → Payment failed (retry or cancel)
                                     → Cancelled (manually or by system)

Order Statuses

Status	Meaning
Pending	Order created, payment not yet confirmed
Processing	Payment confirmed, awaiting fulfillment
Shipped	Order handed over to the carrier
Ready for pickup	Order is ready for pickup
Out for Delivery	Order is in transit to the customer
Delivered	Order was successfully delivered to the customer
Completed	Order closed and finalized
Cancelled	Order cancelled
Returned	Goods returned by the customer

Payment statuses are tracked independently of the order status:

Payment status	Meaning
Pending	Awaiting payment confirmation
Paid	Payment received
Failed	Payment attempt unsuccessful
Partially Refunded	Partial refund issued
Refunded	Payment refunded in full

Checkout Flow

Customer adds products to the cart (logged in or guest)
Applies discount codes or loyalty points
Enters the shipping address (or selects a saved address)
The system offers delivery methods (filtered by stock availability, cart weight, and logistics restrictions; availability for the delivery country is verified at order submission)
Customer selects a delivery method
The system calculates the shipping price (base + rules + free shipping check)
Payment method selection
Tax mode detection (B2C standard VAT, B2B reverse-charge if VIES passed)
Automatic gift selection (if the condition is met)
Order submission — stock reservations are transferred from the cart to the order
Redirect to the payment gateway or inline payment
The payment gateway webhook confirms the payment → the order moves to "Processing" and stock is physically deducted

Stock reservation

A stock reservation is created as soon as a product is added to the cart (if reservations are enabled). At order submission, reservations are transferred from the cart to the order, and the actual stock deduction happens only after payment confirmation.

Guest checkout: Customers can shop without registration. Orders are linked by session ID. Guests can tick "I want to also register" right at checkout and create an account during the purchase.

Catalog mode (hide prices for guests)

Path: Sales › Orders › Order Settings (/admin/settings/orders) → Guest Orders section

Catalog mode turns the store into a price-less catalog for non-logged-in visitors — they see the products, but instead of a price they see "Price on request" and cannot order.

Setting	Description
Catalog mode — disable ordering	Enables the mode. By default it applies to guests only; logged-in customers see prices per their price list and shop as usual.
Show prices	On: prices stay visible, ordering is just disabled. Off: "Price on request" is shown instead of prices.
Also applies to logged-in customers	On: nobody can order (a pure catalog). Off: the mode applies to non-logged-in visitors only.
Price inquiry page URL	Where the "Request a quote" button leads (e.g. your contact page). The product name and SKU are added automatically. Defaults to `/kontakt`.

What a guest sees and doesn't see in catalog mode:

"Price on request" instead of the price on cards, the product detail, and in search.
A "Request a quote" button instead of "Add to cart" (leading to the chosen URL).
Cart and checkout are blocked — trying to add to cart redirects the guest to log in.
No price is given in structured data (SEO) for guests.

Important

Catalog mode is only a guest vs. logged-in distinction — it does not hide the products themselves and is not tied to customer groups. XML feeds for price comparison portals keep their prices.

Payment Methods

Path: System › Basic Settings › Payments › Payment Settings (/admin/settings/payment)

Individual gateways have their own items in the Payments group (Stripe, Finby, Comgate, Pay24, GoPay, Global Payments, Quatro instalments…); they appear once you have the gateway turned on in System › Store features.

Gateway	Regions	Test mode
Merzio pay (cards, Apple Pay, Google Pay)	Depending on availability for your store	—
Stripe	Global	Via test API keys
GoPay	CZ, SK	Yes (toggle)
Comgate	CZ, SK	Yes (toggle)
Finby (including Apple Pay, Google Pay)	SK	Via sandbox endpoint
Pay24	SK	Yes (toggle)
GlobalPayments (GP webpay)	SK, CZ	Yes
Quatro – instalment purchase (VÚB)	SK	Via test store code
Bank transfer	Anywhere	N/A
Cash on delivery	Anywhere	N/A

Payment method fees: Payment methods can be given a fixed fee (e.g. a cash-on-delivery surcharge). Fees are managed on the System › Basic Settings › Payments › Payment Fees page and are set for a combination of shipping and payment method. A fee can apply only within a certain order-value range (min./max. order value — leave empty for no limit), so one shipping method can have several fees for different value bands. The payment method can also be set to All payment methods (*); when more than one rule matches, a specific payment method and a ranged rule take precedence. The fee is added to the order total at checkout.

Merzio pay: Card payments right in your store's checkout, with no redirect to another site. If Merzio pay is available for your store, you will find it as its own item Sales › Merzio pay. Setup, payouts, and fees are covered in the Merzio pay article.

Stripe: Payment methods (cards, BLIK, iDEAL, and others) are configurable — local methods are activated in the Stripe Dashboard. Enhanced conversions for Google Ads are supported (in the tracking codes settings).

Bank transfer: The system generates a variable symbol (order reference). Payment instructions are emailed to the customer. You confirm the payment manually by changing the order's payment status (or it is matched automatically by the bank integration).

Cash on delivery: Payment is collected upon delivery. COD support is configurable per delivery method.

Quatro – instalment purchase: The customer pays for the order in instalments via Quatro (VÚB). On each change of the application state (approved / signed / cancelled) Quatro calls back and the order status and history update automatically. An optional informative instalment calculator can appear on the product detail. The method is available to private individuals in Slovakia in EUR. It is set up in System › Basic Settings › Payments › Quatro instalments.

Payments Management

Address: /admin/payments — this screen has no menu item; open it by typing the address after your store's domain.

A separate screen for checking payments, apart from the payment status on an individual order. It lists pending payments (orders whose payment status is Pending) together with the customer and verification records. Use it to track down payments that did not verify automatically.

Two actions are available for each order:

Retry Check — the system tries again to match a payment to the order (for example, it fetches the payment from the gateway or bank). If a match is found, the order is marked as paid.
Manual Verify — you enter the received payment details by hand (amount, currency, date, reference, sender account and bank). If the details match the order, the payment is confirmed, the order moves to Processing, and follow-up actions run (e.g. loyalty points).

Tax Settings

Mode	Condition	Behavior
Normal	B2C or B2B in the same country	Standard VAT included in prices
Reverse charge	Verified B2B buyer in another EU country	VAT excluded; the buyer accounts for it in their country

OSS (One Stop Shop): If OSS registration is enabled in your tax settings, the VAT rate of the buyer's country is applied automatically for B2C sales to customers in other EU countries. Without OSS registration, the domestic rate is used.

VIES validation: B2B customers can enter a VAT ID at checkout. The system validates it via EU VIES. A valid VAT ID from another EU country triggers the reverse-charge mode (zero VAT on the order).

Shipping Methods

Path: System › Basic Settings › Shipping › Shipping Methods (/admin/settings/shipping)

For a detailed description see the Shipping setup chapter. Each delivery method contains:

Field	Description
Type	Custom shipping, Packeta, GLS, Slovak Post, SPS, PPL, DPD
Name	Displayed to the customer
Base price	Default delivery price
COD support	Whether the method allows payment on delivery
Fee rules	Conditional price overrides (by weight, price, or number of items in the cart)
Free shipping threshold	Minimum order value for free shipping
Country restrictions	List of allowed countries
Region restrictions	Region-level restrictions
ZIP restrictions	Postal zone restrictions (ranges, wildcards)
Cart weight	Minimum and maximum cart weight for method availability
Estimated delivery time	Displayed to the customer (including the shipping cutoff time and weekend deliveries)

Packeta: The customer selects a Packeta pickup point on a map.

GLS: The service type is configured — home delivery or ParcelShop — together with API credentials and label printing settings.

SPS and DPD: With a pickup-point method (SPS Balíkovo / BOX, DPD pickup point), the customer picks the point right at checkout and cannot submit the order without choosing one.

Refunds

Path: Sales › Orders › Overview → order detail → Payment card → Process Refund

The Process Refund button appears on orders whose payment status is Paid or Partially Refunded. In the dialog you enter the refund amount (at most the order total) and a reason. Both partial and full refunds are supported.

For an order paid through an online gateway, the refund is sent to the gateway automatically. This also applies to payments via Merzio pay — you can refund them right from the order (or from the payment overview in Merzio pay).
For an order that was not paid through an online gateway (bank transfer, cash on delivery, cash), the refund is only recorded — you return the money yourself.

A credit note can be generated for refunded orders.

Credit Notes

Path: Sales › Orders › Credit Notes (/admin/orders/credit-notes)

A credit note (corrective tax document) is issued when goods or a payment are returned. The Credit Notes page lists all credit notes with PDF download and bulk export.

Voiding and deleting a credit note

A credit note is a tax document, so it has two distinct operations — choose based on the situation:

Void — The credit note is marked as cancelled, but the record and its PDF are kept for audit. A cancelled credit note is not counted in the VAT report. This is the safe way to correct a credit note issued by mistake. Only a credit note with the Issued status can be voided.
Delete — The credit note is permanently removed, including its PDF. Use this only for a genuine mistake (e.g. a double click). It leaves a gap in the number sequence — which is legally fine (reusing a number is not).

TIP

If the credit note has already been handed to the customer or included in your accounting, use Void, not Delete — that keeps a complete audit trail.

Cancelling and Deleting Orders

If an order is created by mistake (for example a test order), you have two options — cancel it or permanently delete it.

WARNING

Deleting an order is permanent and irreversible. It also cascade-deletes the order's documents (advance and tax invoices). If a tax invoice was already issued for the order, deleting it leaves a gap in your document number sequence, which accountants and tax authorities in SK/CZ dislike. For a genuine test order this usually doesn't matter; but if it sits between real orders, prefer to just cancel it instead of deleting.

What can be deleted

Only orders in the "Pending" or "Cancelled" status can be deleted. Orders in other statuses (Processing, Shipped, etc.) cannot be deleted — you must cancel them first.

Unpaid order (status "Pending")

You can delete it directly:

In the order detail, choose More actions › Delete, or
In the order list, use ⋯ › Delete in the order's row, or tick the orders with the checkbox and click Delete selected in the floating bar.

You always confirm the deletion in a dialog.

Paid order (status "Processing")

A paid order cannot be deleted directly. Do it in two steps:

In the order detail, change the Order Status to Cancelled and click Update Order. This restores stock and adjusts sales statistics.
Now delete the order via More actions › Delete.

What happens on deletion

The order's stock reservations are released (the reserved quantity is returned to stock)
Gift product stock is restored
Order items are deleted
The order's invoices are cascade-deleted

TIP

If you want to keep a record of the order (for example to preserve an unbroken invoice number sequence), just cancel it — it stays in the system but is excluded from active fulfillment. Use deletion only when you want to remove the order entirely.

Withdrawal from Contract

Path: Sales › Orders › Withdrawal Requests (/admin/withdrawals)

Merzio includes an optional public form for withdrawing from a purchase contract (per Slovak law §20a). Once enabled, it is available at /withdrawal — the customer looks up their order, fills in the request, and confirms it via email. The link to the form does not appear in the store automatically — add it where customers can see it via Engage › Design › Menu Management.

Managing requests in the admin:

List of withdrawal requests with detail view and status changes
Download a request as PDF
CSV export of requests

Form settings — Engage › Content & Theme › Withdrawal Form (/admin/settings/withdrawal-form):

Enable withdrawal-from-contract form — Turn the public form on/off
Footer link label — Text of the link to the form
Form intro text — Text displayed on the form
Confirmation email subject / body — The email the customer receives
Admin notification email — Email address notified about a new request

Save your changes with the Save Changes button in the floating bar. You change the form's address (/withdrawal) in System › Basic Settings › SEO Settings.

Invoices and Documents

The platform generates PDF documents:

Document	Trigger
Invoice	Automatically on payment confirmation, or manually
Advance invoice	Before full payment (configurable)
Delivery note	For physical order fulfillment
Credit note	On payment refund

Document numbering (System › Additional Settings › Invoices, /admin/settings/invoices): For each document type, the prefix, total character length, and starting number are configurable. For orders, there is additionally a numbering type option — numeric series or random number.

WARNING

The advance invoice prefix and the tax invoice prefix should not be the same — both document types would then draw numbers from one shared sequence, leaving gaps in the tax invoice numbering.

Company information: Set the company name, address, bank account number, company ID (IČO), tax ID (DIČ), and VAT ID (IČ DPH) for Slovak/Czech legal requirements.

Customers and Account Management

Path: People › Customers › Users Management (/admin/users)

Customers register and log in with accounts separate from employees.

User Management

Each user card displays:

Avatar — User initials
Name — First and last name
Email — Email address
Badges — Verified/Unverified, role (Admin/User), Staff, Company/Private
Customer Groups — List of assigned groups (including B2B)
Registration date — When the user registered

View — Detailed customer profile including order history
Impersonate — Log in as the given user (useful for testing)
Staff — Manage the staff role ("Promote to Staff" for regular users)
Edit — Edit customer data
Delete — Delete the customer account

Filtering and Search

Search — Search by name or email
Select role — Filter by role (Admin, Staff, User, etc.)
Customer Type — All / Company / Private

Bulk Operations

Export — Export the customer list in CSV, XML, or JSON format
Import — Import customers from a CSV, Excel, or JSON file
+ Create User — Manual creation of a new customer account

Staff Management

Path: People › Customers › Staff Management (/admin/staff)

Manage employees and their access to the administration.

Adding an Employee

Personal details: First Name, Last Name, Email (required), Phone (optional), Password (required).

Roles

There are 6 predefined roles available:

Store Manager — Full access to products, orders, and customers
Order Manager — Order management and customer service
Product Manager — Product, category, and stock management
Marketing Manager — Marketing, coupons, and promotions management
Customer Service — Resolving customer inquiries and basic order management
Content Manager — Reviews and SEO management

Additional Permissions

In addition to roles, you can assign 65 individual permissions for precise access control (e.g. View products, Create products, Edit orders, Manage coupons, etc.).

TIP

Activate two-factor authentication (2FA) for all employees.

Customer Groups

Path: People › Customers › Customer Groups (/admin/customer-groups)

Customer groups let you organize customers by their characteristics (e.g. VIP customers, wholesalers, business customers).

Creating a Customer Group

The form for creating a new group contains:

Name — Group name (e.g. "VIP customers", "Partners")
Description — Brief description of the group and its purpose
Discount percentage — Automatic discount granted to group members (%)
Priority — Group priority order (higher number = higher priority)
Active — Enable/disable the group

Groups are used in coupons and quantity discounts.

Wholesale Customers (B2B)

Path: People › Customers › B2B Customer Groups (/admin/b2b-customer-groups)

Manage groups of wholesale customers and B2B customers with special prices and conditions.

Creating a B2B Group

The form is divided into four sections:

1. Basic Information

Name — B2B group name (e.g. "Distributors", "Partner companies")
Description — Detailed group description

2. Pricing

Discount percentage — Overall discount granted to B2B group members (%)
Priority — Priority order (higher number = higher priority)
Active — Enable/disable the group

3. Scope

Define which products and categories are available for the B2B group:

Product scope — All / Only selected / All except selected
Category scope — All / Only selected / All except selected

4. Availability

Languages — Multi-select field for choosing available languages
Currencies — Multi-select field for choosing available currencies

Loyalty Program

Path: People › Customers › Loyalty › Settings & Overview (/admin/loyalty/settings)

The loyalty program lets customers collect points and redeem them for discounts or benefits. Turn the whole system on/off with the main loyalty system toggle.

Points configuration:

Points per Currency Unit — How many points the customer receives per €1 spent
Round points — Rounding to whole numbers

Five rule tabs:

Points Earning — Rules for earning points
Points Redemption — Conditions for exchanging points, maximum points per order, and maximum percentage of the order value
Restrictions — Combinability: partial point redemption, combining with coupons and membership discounts
Expiration — How long points are valid
Advanced — Additional settings including the minimum order value for redeeming points

Membership Levels (/admin/loyalty/membership-levels) — Define different levels (e.g. Bronze, Silver, Gold) with different benefits.

Loyalty Accounts (/admin/loyalty/accounts) — Manage individual customer loyalty accounts and transaction history.

Member Assignments (/admin/loyalty/assignments) — Manage member assignments to individual loyalty levels.

Reviews

Path: People › Customers › Reviews (/admin/reviews)

Customers can leave product reviews with ratings.

Review Settings

Enable reviews — Turn reviews on/off in the store
Submission policy — Who can submit reviews (everyone or registered users only)
Require approval — Moderation before publishing
Admin email notifications — Notification about a new review

Review Filtering

Status — Pending, Approved, Rejected
Search product — Search by product

Tips for Effective Order Management

Regular monitoring — Check new orders at least twice a day
Manual vs. automatic payment — Set up notifications for unpaid orders
Packing and delivery — Update statuses on time so customers stay informed
Documents — Always issue an invoice before shipping if required by law
Export for your accountant — Export orders monthly for your accountant

Order Process ​

Order List Page ​

Quick views and summary ​

Filtering and Search ​

Table columns ​

Order Actions ​

Creating a New Order ​

Export and import ​

Bulk Actions ​

Related Sections ​

Order Detail ​

Header with actions ​

Page layout ​

Order Items ​

Shipping ​

Payment ​

Invoices ​

Stock movements and Timeline ​

Order Management (right column) ​

Customer ​

Notes ​

Order Lifecycle ​

Order Statuses ​

Checkout Flow ​

Catalog mode (hide prices for guests) ​

Payment Methods ​

Payments Management ​

Tax Settings ​

Shipping Methods ​

Refunds ​

Credit Notes ​

Voiding and deleting a credit note ​

Cancelling and Deleting Orders ​

What can be deleted ​

Unpaid order (status "Pending") ​

Paid order (status "Processing") ​

What happens on deletion ​

Withdrawal from Contract ​

Invoices and Documents ​

Customers and Account Management ​

User Management ​

User Actions ​

Filtering and Search ​

Bulk Operations ​

Staff Management ​

Adding an Employee ​

Roles ​

Additional Permissions ​

Customer Groups ​

Creating a Customer Group ​

Wholesale Customers (B2B) ​

Creating a B2B Group ​

Loyalty Program ​

Reviews ​

Review Settings ​

Review Filtering ​

Tips for Effective Order Management ​

Order Process

Order List Page

Quick views and summary

Filtering and Search

Table columns

Order Actions

Creating a New Order

Export and import

Bulk Actions

Related Sections

Order Detail

Header with actions

Page layout

Order Items

Shipping

Payment

Invoices

Stock movements and Timeline

Order Management (right column)

Customer

Notes

Order Lifecycle

Order Statuses

Checkout Flow

Catalog mode (hide prices for guests)

Payment Methods

Payments Management

Tax Settings

Shipping Methods

Refunds

Credit Notes

Voiding and deleting a credit note

Cancelling and Deleting Orders

What can be deleted

Unpaid order (status "Pending")

Paid order (status "Processing")

What happens on deletion

Withdrawal from Contract

Invoices and Documents

Customers and Account Management

User Management

User Actions

Filtering and Search

Bulk Operations

Staff Management

Adding an Employee

Roles

Additional Permissions

Customer Groups

Creating a Customer Group

Wholesale Customers (B2B)

Creating a B2B Group

Loyalty Program

Reviews

Review Settings

Review Filtering

Tips for Effective Order Management