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Knowledge base

Orders & Fulfillment

Plan availability, accept orders, choose fulfillment, and keep every order moving.

Articles

Choose the guide that matches the task.

11 practical articles in Orders & Fulfillment.

Plan fulfillment with Planner

Use Planner to coordinate one-time drops, weekly availability, products, inventory, and operational dates.

Updated Sep 17, 2026

Configure pickup, delivery, and shipping checkout

Know which settings belong in Planner versus Checkout Settings and make each fulfillment method customer-ready.

Updated Sep 26, 2026

Create a manual order or Quick Sale

Record phone, market, cash, and operator-created orders without losing fulfillment or payment details.

Updated Sep 12, 2026

Send quotes and handle quote acceptance

Send a customer a secure quote link with expiration, terms, fulfillment, and payment instructions.

Updated Aug 21, 2026

Collect deposits and later balances

Use payment schedules when a customer should pay a deposit now and the balance later.

Updated Aug 21, 2026

Configure delivery quotes and delivery fees

Set a safe delivery origin, distance rules, fees, and customer instructions.

Updated Aug 21, 2026

Create reusable designs in Label Studio

Build a product label with text, ingredients, a logo, and QR codes, then preview it with real product details.

Updated Sep 16, 2026

Process fulfillment, refunds, restocks, and cancellations

Move an order through the right fulfillment state, refund safely, restock inventory when appropriate, and cancel without leaving payment or customer communication behind.

Updated Oct 5, 2026

Set up product labels, wording, and label counts

Connect a design to products, sizes, and flavors; review ingredients and allergens; choose package or piece label quantities.

Updated Sep 16, 2026

Set up label paper, business details, and print alignment

Match label designs to rolls or sheets, set margins and gaps, and choose the business details that appear on labels.

Updated Sep 16, 2026

Print labels from orders, bake plans, or manual quantities

Review label counts and made-on dates, generate correctly sized PDFs, and download the same saved run for reprints.

Updated Sep 16, 2026