Shop Orders & Purchases

Viewing All Purchases

The Purchases tab gives you a complete view of all customer orders in your shop.

Accessing Purchases:

1. Go to Shop → Purchases tab
2. View the list of all orders with key information

Information Displayed:

• Items - Number of items in the order with item badge and total price
• Customer - Customer name with profile picture
• Reference Number - Unique order ID (e.g., BT-9545rATFAzSMFE-OB-123123)
• Purchase Date - Date and time of order
• Total - Order total amount
• Reward Used - Any loyalty points or rewards applied

Finding Specific Orders:

Use the search box to find orders by reference number. Enter the reference number and click GO to search.

Order Details

Click on any order to view its complete details:

Order Information:

• Customer Details - Name, contact information, delivery address
• Order Items - List of products purchased with variants, quantities, and prices
• Payment Status - Pending, Verified, or Completed
• Delivery Status - Processing, Shipped, Delivered
• Order Timeline - When the order was placed and status changes

Actions Available:

• Verify payment
• Mark as delivered/picked up
• Add notes to the order
• Contact customer
• Process refunds (if applicable)

Verifying Payments

For orders paid via bank transfer or other manual payment methods, you need to verify the payment before processing.

Payment Verification Process:

1. Check your bank account or payment records for the customer's payment
2. Match the payment amount with the order total
3. Match the reference number if provided by the customer
4. In the order details, click Verify Payment or similar action
5. The order status will update to "Payment Verified"

What Happens After Verification:

• Inventory is adjusted (if "Verify Bank Transfer" setting is enabled)
• Order moves to fulfillment/delivery stage
• Customer receives confirmation notification

Confirming Delivery or Pickup

After payment is verified and the order is fulfilled, confirm that the customer has received their items.

For Delivery Orders:

1. Ship the products to the customer's address
2. When delivered, open the order details
3. Click Mark as Delivered or similar action
4. Optionally add shipping/tracking information

For Pickup Orders:

1. Prepare the items at your location
2. When the customer picks up their order
3. Click Mark as Picked Up or similar action
4. The order is now complete

Order Completion:

Once delivery is confirmed, the order cycle is complete. The sale is recorded in your reports and the transaction is finalized.

Purchase Filters and Options

Use filters and options to manage your purchase list efficiently:

Options Menu:

Click OPTIONS to access additional features:

• Filter by payment status (pending, verified, completed)
• Filter by delivery status
• Filter by date range
• Sort by different columns
• Export purchase data

Toolbar Actions:

• Refresh - Update the purchase list with latest orders
• Filters - Apply various filters
• Export - Download purchase data for reporting

Column Sorting:

Click on column headers (Items, Customer, Reference number, Purchase date, Total, Reward used) to sort the list by that column.

Course Add-on Purchases in Calendar

When customers purchase add-on products during class booking, these purchases are linked to their booking and visible in multiple places.

Where to See Add-on Purchases:

• Shop → Purchases - Listed with all other shop purchases
• Calendar View - Visible on the booking in the calendar
• Booking Details - Shown when viewing the customer's booking

Benefits of Calendar Integration:

• Staff can see what items to prepare for each booking
• Easy to match products with specific classes
• Track which classes generate the most product sales