Follow an order through its lifecycle
An order can have separate preparation, fulfilment and payment states. Change the state that matches the work actually completed.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Find the order in the correct branch and inspect its items, customer and existing payment status.
- Use the offered preparation or handover action at the point the real work happens.
- Review the updated order and any receipt. For cancellation or refund, use the dedicated supported action rather than recreating the order.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.