Orders

Order Lifecycle

At any point before shipping, an order can be Cancelled.

Viewing Orders

Navigate to Orders in the sidebar to see all orders. The list defaults to Pending orders. Use the search box to find by order number or dealer, and the status filter to switch between All, Pending, Confirmed, Processing, Shipped, Delivered, and Cancelled.

Click any order to open its detail page, which shows:

• Order number, dealer, and shipping address

• Line items with requested quantities

• Assigned inventory (serial numbers, if serialized)

• Order event history (status changes, notes)

• The dealer's other open orders and order statistics

Processing an Order

When an order arrives in Pending status:

1. Review the line items and dealer details

2. Assign inventory to each line item (see below)

3. Make any adjustments to quantities or line items as needed

4. Open the Actions dropdown and select Confirm Order to move it to Confirmed — this makes the order available for ShipStation to import

5. Once ShipStation imports the order, it transitions automatically to Processing

6. When ShipStation dispatches the shipment, the order moves to Shipped

Assigning Inventory

From the order detail page:

• Click Assign Inventory to automatically allocate available stock to the order's line items

• For serialized products, specific serial numbers are assigned

• To remove an assignment, click the remove icon next to the assigned item, or use Clear Assignments to start over

• Individual order items can also have their quantity adjusted or be removed before confirmation

Cancelling an Order

Orders can be cancelled from the order detail page as long as they have not yet shipped. Open the Actions dropdown and select Cancel Order. You must select a cancellation reason:

Cancelling an order:

• Sets status to Cancelled

• Releases any assigned inventory back to Available

• Records the reason and cancellation in the order event history

Order Statuses