Orders & Fulfillment
Plan availability, accept orders, choose fulfillment, and keep every order moving.
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Choose the guide that matches the task.
7 practical articles in Orders & Fulfillment.
Plan fulfillment with Planner
Use Planner to coordinate one-time drops, weekly availability, products, inventory, and operational dates.
Updated Aug 21, 2026
Configure pickup, delivery, and shipping checkout
Know which settings belong in Planner versus Checkout Settings and make each fulfillment method customer-ready.
Updated Aug 21, 2026
Create a manual order or Quick Sale
Record phone, market, cash, and operator-created orders without losing fulfillment or payment details.
Updated Aug 21, 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
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 Aug 21, 2026