--- title: "Order Management" canonical: "https://red-ant-documentation.refined.site/space/RET/34045953/Order%20Management" format: markdown --- > Macro (toc) ## Overview Order Management provides a holistic view of all orders in one centralised location. This empowers sales associates to streamline order processing, enhance customer service, and improve overall operational efficiency. ### Key Features **Advanced Search Capability** - Search orders by **order number**, **customer name**, or **product name** to quickly locate specific transactions. **Flexible Filtering Options** - Filter orders by date, store, user, and status to refine results. **Detailed Order Insights** - View comprehensive order information, including order status, itemised product information, [product notes](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/509771855/Checkout#Product-Notes), [order notes](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/509771855/Checkout#Order-Notes), and a full cost breakdown **Enhanced Order Control** - Perform actions such as resuming draft orders, reassigning orders, processing refunds, generating receipts, and cancelling orders. --- ## Orders List By default, the Orders List displays orders that: - Were processed within the last 7 days. - Were processed by the logged-in sales associate. - Were placed in the store where the sales associate is currently logged in. ![Screenshot 2026-06-25 at 13.03.06.png](media://39077c0a-af87-4df9-a00f-6651f3d301ea) Each order in the list displays: - Order Number - Order Date - Customer - Total Order Value - Order Status - Fulfillment Method > ℹ️ Users can configure additional columns to be shown within the order list, including: > ℹ️ > ℹ️ - Number of Items > ℹ️ - Staff > ℹ️ - Store > ℹ️ > ℹ️ ![Screenshot 2026-06-25 at 13.05.11.png](media://70ffef6b-e843-4f24-9234-13ce58de8ae6) --- ## Order Statuses The status displayed against an order reflects its current stage within the sales or refund journey. ### Standard Sale Statuses | Status | Description | Available Actions | | --- | --- | --- | | [DRAFT] | The order is created when the sales associate enters checkout from the basket. | Resume, Delete Draft | | [PAYMENT IN PROGRESS] | The sales associate has progressed to the payment step of checkout. | Continue, Cancel | | [PARTIALLY PAID] | One or more payments have been collected, but the full order value remains outstanding. | Continue, Refund, Generate Receipt | | [DEPOSIT PAID] | A retailer-defined deposit has been collected, but the remaining balance is still outstanding. | Continue, Refund, Generate Receipt | | [COMPLETE] | The full order value has been collected, and the order is finalised. | Reassign, Refund, Exchange, Generate Receipt | | [CANCELLED] | The order was cancelled before payment was completed. | - | | Void | The order is no longer active because a draft was deleted or the original order was reassigned. | - | #### Status Transition ``` Draft ↓ Payment In Progress ↓ Partially Paid / Deposit Paid ↓ Complete ``` Alternative outcomes: ``` Draft → Void Payment In Progress → Cancelled ``` --- ### Consultation Order Statuses Consultation orders introduce two additional statuses that support requesting payment from the customer after the consultation has taken place. | Status | Description | Available Actions | | --- | --- | --- | | [Pending] | Consultation order has been created, but payment has not yet been requested from the customer. | Cancel | | [awaiting payment] | Payment has been requested from the customer but has not yet been received. | Cancel | | [COMPLETE] | The customer has successfully paid for the order. | Reassign, Refund, Exchange, Generate Receipt | | [CANCELLED] | The consultation order was cancelled before payment was received. | - | #### Status Transition ``` Pending ↓ Awaiting Payment ↓ Complete ``` Alternative outcome: ``` Pending → Cancelled Awaiting Payment → Cancelled ``` --- ### Refund Statuses When a refund is initiated against an order, the order progresses through a separate refund journey. At the point of initiation, the sales associate selects whether they are refunding **all items in the order** or a **subset of items**. This selection determines whether the order ultimately progresses to a *Partially Refunded* or *Fully Refunded* state. | Status | Description | Available Actions | | --- | --- | --- | | [REFUND IN PROGRESS] | The refund process is initiated, but no refunds have been captured. | Continue, Cancel | | [REFUND PARTIALLY PROCESSED] | At least one refund amount has been added but the full refund amount has not yet been completed. | Continue | | [PARTIALLY REFUNDED] | A portion of the original order value has been refunded, typically where only a subset of items from the order are being returned. | Generate Receipt | | [FULLY REFUNDED] | All items in the original order have been refunded, resulting in the full order value being returned. | Generate Receipt | #### Status Transition Refund journey (all or partial items selected at initiation): ``` Refund In Progress ↓ Refund Partially Processed ↓ Partially Refunded OR Fully Refunded ``` Alternative outcome: ``` Refund In Progress → Cancelled ``` --- ## Order Actions | Action | Description | | --- | --- | | Resume | Reopens a draft order and repopulates the basket with the original contents. | | Delete Draft | Marks the order as Void and removes it from Order Management. | | Continue | Returns the user to the payment or refund journey with previously recorded progress. | | Cancel | Cancels an in-progress payment or refund journey. | | Reassign | Transfers ownership of the order to another sales associate or customer. | | Refund | Initiates a refund against the order. | | Exchange | Creates an exchange against an existing order. | | Generate Receipt | Prints a physical receipt or sends an electronic receipt. | | Certificate of Authenticity | Generates a certificate of authenticity for eligible products. | > ℹ️ Order actions can be restricted by role type. The full permissions matrix can be found [here](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/79593517). --- ## Filter Orders Sales associates can filter orders by: - Date (From/To) - Store - User - Status Filters can be used alongside order search to further refine results. ![Screenshot 2026-06-25 at 13.04.19.png](media://5d2e4e52-2f6f-4f32-a5fc-7e44013ff25a) ### Filter Behaviour | | | | | --- | --- | --- | | Filter | | Selection Type | | Order Date | Date Range | Filters orders based on the order data. Sales associates can specify both a **From Date **and **To Date** to return orders within a specific date range. | | Store | Single Select | Filters orders by the store where the order was placed. | | User | Single Select | Filters orders by the sales associate who placed the order. | | Status | Single Select | Filters orders by the current order status. | > ℹ️ Sales associates can filter by all stores and users regardless of their role or store assignment. --- ## Order Details Selecting an order opens the Order Details view, which provides a complete breakdown of the order. ### Order Information - Customer - Order Date - Order Number - Order Type - Items - Store - Sales Associate - Sales Channel (Store, Virtual Consultation) - Order Status - Original Order Reference (refund orders only) > ℹ️ For standard basket orders the `orderType` = 'Standard' and the `salesChannel` = 'Store' > ℹ️ > ℹ️ For in-store consultation the `orderType` = 'Consultation' and the `salesChannel` = 'Store' > ℹ️ > ℹ️ For virtual consultation `orderType` = 'Consultation' and the `salesChannel` = 'Virtual Consultation' ### Product Information For each item in the order: - Product Image - Product Name - Product ID - Variant Information (e.g. size, colour) - Quantity - Price - Discount - [Product Notes](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/509771855/Checkout#Product-Notes) ### Financial Information - [Order Notes](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/509771855/Checkout#Order-Notes) - Delivery Option - Subtotal - Item Discounts - Total Discounts - Delivery Charge - Total Order Value ### Payment Information ### Payments Displays: - Tender Type - Amount Collected - Payment Date ### Totals - Total Payments - Balance Due ### Refunds Displays: - Tender Type - Amount Refunded - Refund Date ### Refund Totals - Total Refunds --- ## Related Guides - [Resume Draft](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/1246953477/Draft+Orders#Resuming-Draft-Orders) - [Delete Draft](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/1246953477/Draft+Orders#Deleting-Draft-Orders) - [Reassign](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/1443856386) - [Refund](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/1396375564) - [Exchanges](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/1490452481) - [Generate Receipt](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/1410105387) - [Certificate of Authenticity](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/1461583873) ## Data Structure
Orders - Data Structure > Macro (excerpt-include)