When a new order comes in, it appears in the OMS order list with a "Pending" status. Staff review the details and process the order by choosing to confirm, hold, or cancel it.

Reading the order list

The order list lets you check the following information at a glance.

• Order number and order date/time
• Channel (Web / POS / B2B EC / Shopify / Amazon / Phone / Manual)
• Customer name and shipping destination
• Order amount and payment method
• Current status

Filtering by channel and status

Use the filter feature to efficiently process large volumes of orders.

• Channel filter — e.g., show only orders from Shopify
• Status filter — show only Pending orders to check what's outstanding
• Date range — filter by today, this week, and so on
• Customer name / order number search — search directly for a specific order

Confirming an order

Open the order details, check the contents (products, quantities, shipping destination, payment), and then take action.

• Click the "Confirm" button — the status changes to Confirmed
• An inventory allocation request is automatically sent to the WMS
• A "confirmed" event is recorded on the timeline

Holding an order

If you need to check inventory or confirm something with the customer, leave the order in a held state and add a comment. The comment is added to the timeline so other staff can see the status too.

Cancelling an order

• Select "Cancel" and enter a reason
• The status changes to Cancelled and is recorded on the timeline
• If inventory was already allocated, the WMS allocation is automatically released
• Orders that have already been paid require a separate refund process (see Returns and Refunds)

Bulk actions

You can check multiple orders and change their status or cancel them all at once. This is convenient when processing a large batch of orders imported from an external channel such as Shopify or Amazon.

Related articles: Order Management (OMS) Overview | Shipment Management and Tracking | Returns and Refunds