Managing Orders

View, filter, and fulfill incoming orders. Mark orders as processing or shipped and keep buyers informed throughout.


Overview

Managing Orders lets you view, track, and fulfill all incoming customer purchases. You can update order status, prepare shipments, and keep buyers informed throughout the entire fulfillment process.

If your store uses shipping & handling invoicing, some orders will need a shipping invoice before they can be fulfilled. These orders appear in your order list with invoice-related statuses until the customer pays the shipping amount.

You can view your store's orders via Store > Orders


Orders List

The main Orders page shows all of your store's orders in a table.

Each order includes:

  • User - The customer who placed the order
  • Order ID - Unique identifier for the order
  • Items - The total number of items in the order
  • Total - Total order value
  • Status - Current fulfillment status of the order
  • Created At - When the order was placed by the user

Filtering & Searching Orders

You can filter and locate orders using multiple tools.

Filters

  • Order Total Filter - Filter by amount (less than or greater than a value)
  • Order Date Filter - Filter by a relative date range (e.g. last 7 days, last month)

Search

  • Search Orders - Find orders by username or order ID

Order Statuses

Orders move through a lifecycle as they are processed and fulfilled.

  • Pending Invoice - Customer has paid for the items, but the store still needs to send the shipping and handling invoice
  • Pending Payment - Store has sent the shipping invoice and is waiting for the customer to pay it
  • Confirmed - Order has been placed and is awaiting processing
  • Processing - Store has acknowledged the order and is preparing it for shipment
  • Shipped - Order has been shipped to the buyer
  • Completed - Buyer has received and confirmed the order
  • Cancelled - Order was cancelled by either the buyer or the store

Pending Invoice and Pending Payment only apply when shipping & handling invoicing is enabled for your store. If the order uses free shipping or flat rate shipping, it will skip the invoice step and become confirmed after checkout.


Sidebar Views

The sidebar provides quick filtering by order state:

  • All Orders - Every order in your store
  • Outstanding Orders - Orders that require action from the store, including orders waiting for a shipping invoice when invoicing is enabled
  • Shipped Orders - Orders that have been shipped by the store, but not yet confirmed as received by the buyer
  • Completed Orders - Fully finished orders
  • Cancelled Orders - Orders that were cancelled

Order Details

To view an order, click on the order in the orders list. Once you click on an order, you will be taken to the order details page. The order details sidebar includes full customer and shipping information.

  • Shipping Address - Where the order must be delivered
  • Order Summary - Complete breakdown of items and totals
  • Status Controls - Actions available depending on current order state

Sending a Shipping Invoice

If shipping & handling invoicing is enabled and an order is Pending Invoice, calculate the shipping and handling cost before preparing the order for shipment.

  • Open the order - Select the order from Store > Orders
  • Review the order - Check the items, shipping address, shipping method, and any packaging needs
  • Send the invoice - Select Send Invoice, enter the shipping and handling amount, and confirm
  • Wait for payment - The order moves to Pending Payment while the customer reviews and pays the invoice

The customer can see the invoice amount in their order details. They must pay the invoice before you can process and ship the order, or they can cancel the order instead.


Managing Order Status

Depending on the order state, you can perform different actions:

  • Pending Invoice - Send the shipping invoice
  • Confirmed - Mark the order as Processing or cancel the order
  • Processing - Mark the order as Shipped or cancel the order

Once the order is marked as Shipped, it can no longer be cancelled. The buyer will need to confirm receipt to complete the order, or they can open a dispute if there are any issues with the order.


Cancellations & Refunds

If an order is cancelled before it is marked as shipped, the following occurs:

  • Full Refund - Cancelling an order issues a full refund to the buyer
  • Inventory Reset - Cancelled items are returned to your store inventory
  • Finality After Shipping - Once an order is marked as shipped, it can no longer be cancelled by either party

Still need help?

Reach out to our support team, we'd love to help you.

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