New Order – Overview (Shopify Classic Admin)
When customers place orders on your Shopify store you are notified via email of the purchase. Logging into your admin, you will also see a number beside the Order tab of your shop corresponding to the number of pending orders.
After clicking on your orders area you will be displayed with the orders that you've received and their current status.
It is important to note that you can set up your shop to automatically process the payment of the orders when placed, and automatically mark the item as shipped also. This is set on your Checkout & Payment screen when setting up your gateway, in the Additional Settings area, just below the section for selecting the types of card you accept. Some options are only available for direct payment gateways
By default it is set to simply Authorize the funds for most gateways, and then you have approximately 7 days to go in and "Capture" the funds from the gateway before the authorization expires and the money returns to the customers card.
If using manual capturing like described above then the steps are as follows: Open the order and click on Accept Payment, then you will be presented with a dialog box to either Accept this amount, or change the amount to a lesser amount for capturing (if you choose). Note: You can capture LESS than authorized, but not MORE. This is useful if one of the items the customer ordered is no longer in stock or the customer wished to cancel it.
You will be presented with a form to capture the full authorized amount or less
When you're ready, you can mark the items as Fulfilled.
You can ship all items, or partial fulfillment. You can also include a tracking number
Close the order when you are done with it to remove it from your Orders screen.
You can always access your closed orders in your orders overview by clicking Open and select Closed
Also see Refunds and Returns
New Order – Overview (Shopify 2 Admin)
When customers place orders with your Shopify store, you are notified via email of the purchase. Logging in to your admin, you will also see a number beside the Order tab of your shop that corresponds to the number of pending orders.
Click on your Orders tab, and the orders you've received and their current status will be displayed in a list. This list will range from newest to oldest, which is the default setting.
You can set up your shop to automatically and immediately process payment of the orders, as well as automatically mark the item as shipped.
To set this up, go to the Settings > Checkout page. Scroll to the "Order Processing" section. Note: some options are only available for direct payment gateways.
By default, it is set to authorize the funds for most gateways, and then you have approximately 7 days to go in and "Capture" the payment from the gateway before the authorization expires and the money returns to the customer's card.
If you are using the manual capturing process as described above, you will open the order and click on the "Capture up to" button.
You will then be presented with a dialog box to "Accept this amount." You also have the option to change the amount to a lesser amount for capturing (if you choose). Capturing less can be useful if one of the items the customer ordered is no longer in stock or the customer wished to cancel it. Note: You can capture LESS money than authorized, but not MORE.
Once you've captured the payment, you can mark the item(s) as Fulfilled.
Then you can ship all items in the order, or only some (partial fulfillment). You can also include a tracking number with your shipment.
Archive the order when you are done with it to remove it from your "Orders" screen.
You can always access your archived orders by clicking on the "Filter orders" button and selecting "Status" is "Closed."
Also see Refunds and Returns for more info on orders.
