Order Operations

The complete manual for running orders in the OmniCart admin — from the moment an order comes in through payment, fulfillment, and any changes or returns after the sale. This is the operations manager's reference for the full order lifecycle.

Looking for the API instead? See the Usage Guide and the Admin API reference.

The order lifecycle at a glance#

A typical order moves through these stages, and each has its own page below:

1. An order arrives → find it and read its status → Order Basics
2. Take payment → capture the payment, or issue a refund → Transactions & Refunds
3. Ship it → allocate and fulfill the items → Fulfilling an Order
4. After the sale → returns, exchanges, or damage claims → Returns, Exchanges & Claims
5. Changes → edit line items, fix an address, or cancel → Editing & Cancelling Orders

Pages in this manual#

• Order Basics — find an order, read the detail page and its panels, understand payment vs. fulfillment status, add notes, read the activity timeline.
• Transactions & Refunds — payment status, capturing a payment, and issuing full or partial refunds (money handling).
• Fulfilling an Order — allocate and fulfill items from an order, add tracking, and how it relates to the warehouse queue.
• Returns, Exchanges & Claims — handle post-purchase changes: return items for a refund, swap items, and resolve damaged or wrong-item claims.
• Editing & Cancelling Orders — edit line items, change addresses, transfer ownership, and cancel an order.

New to running orders? Start with Order Basics — everything else builds on knowing your way around the order detail page.

Working the daily shipping queue or sync instead? See the Fulfillment Operations guide.