Skip to main content

Order Management

The Orders section is your primary tool for tracking and fulfilling customer purchases. SitePack provides a streamlined workflow to move orders from "New" to "Completed."

The Order List​

The main orders page gives you an at-a-glance view of your recent sales.

  • Filters: Use the status tabs at the top to focus on orders that need attention (e.g., New, Progress, or Sent).
  • Search: (Coming Soon) You will be able to search orders by customer name or order number.
  • Quick Info: Each row shows the order number, customer name, total amount, payment method, and creation date.

Fulfilling an Order​

When you receive a new order, follow these steps:

  1. Review Details: Click on an order to view the full details, including the delivery address and any customer comments.
  2. Verify Payment: Check the "Payment" section to ensure the order has been paid. SitePack displays the payment method used and its current status.
  3. Process Order: Change the order status to Processing while you pick and pack the items.
  4. Packing Slips: For multiple orders, use the Bulk Options to download packing slips in one go.
  5. Ship Order: Once the package is ready, change the status to Sent.
  6. Complete: After the order has been delivered, mark it as Completed.

Bulk Actions​

Save time by managing multiple orders at once:

  1. Select the checkboxes next to the orders you want to update.
  2. Click the Bulk Options button.
  3. Choose an action:
    • Packing Slip: Generate a PDF with packing slips for all selected orders.
    • Order Status: Change the status of all selected orders simultaneously (e.g., mark all as "Sent").

Shipping Labels & Documents​

From the Order Details page, you can access the Documents menu to:

  • Open/Print the Packing Slip for that specific order.
  • Create Shipping Label: (Depending on your integrations) Generate a shipping label to print and attach to your package.