# Order

## **Before Selling**

{% hint style="info" %}
**Required Setup**

Ensure your store is fully configured:

* [**Install a store**](https://helpdocs.ycloud.com/help-center/shop/creatstore)
* [**Add products**](https://helpdocs.ycloud.com/help-center/shop/products)
* [**Set up shipping**](https://helpdocs.ycloud.com/help-center/shop/shipping)
* [**Configure payment methods**](https://helpdocs.ycloud.com/help-center/shop/payments)
  {% endhint %}

## **Order Creation**

When communicating with customers in **Inbox**, you can directly share product links if they show interest:

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FBOv90jvsP0xzsqW0lHPI%2Fimage.png?alt=media&#x26;token=f77a2dd8-c143-474a-b2eb-f0c1e745b763" alt=""><figcaption></figcaption></figure>

1. Open the chat with the customer.
2. Click the **menu** → Select **"Send a Product"** → Choose the product and send.

**Customer’s Purchase Process:**

* Clicks the product link → Selects SKU → **"Buy Now"** → Enters shipping address → Places order.

**Currently Supported Payment Methods:**

* **COD (Cash on Delivery)**
* **PayPal wallet**

[know more about payments](https://helpdocs.ycloud.com/help-center/shop/payments)

## **Order Operation**

After receiving an order, focus on these key tasks:

* [Order Fulfillment (Shipping)](#id-1.-order-fulfillment-shipping)
* [Marking Orders as Paid](#id-2.-marking-orders-as-paid-cod-orders)
* [Order Cancellation](#id-3.-order-cancellation)
* [Refunds & Returns](#id-4.-refunds-and-returns)

### **1. Order Fulfillment (Shipping)**

{% hint style="info" %}
Products fall into **two categories**: **Physical** and **Digital**.
{% endhint %}

#### **Physical Products**

To ship an order:

1. Locate the order.
2. Click **"Ship"** → Enter **shipping details**.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FWVJuKmAC82ZD54srR3J8%2Fimage.png?alt=media&#x26;token=388503c3-914c-482b-8b59-6505be3a8cc3" alt=""><figcaption></figcaption></figure>

#### **Digital Products**

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FjiAFmYeJFkOMAyzTFpu8%2Fimage.png?alt=media&#x26;token=9793ce90-f010-43aa-976b-4d2f45edff88" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Digital product fulfillment **cannot be undone**. Proceed with caution.
{% endhint %}

* Once the customer purchases a digital product, click **"OK"** to confirm delivery.
* The system will automatically mark it as **"Shipped"**.

### **2. Marking Orders as Paid**&#x20;

For **Cash on Delivery (COD)**, payment is collected offline.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FhzfnGPRHw26Y43yEov6g%2Fimage.png?alt=media&#x26;token=9175025d-f437-4d01-ba91-9a901bf8b30a" alt=""><figcaption></figcaption></figure>

* Once you confirm receiving payment, manually mark the order as **"Paid"**.
* Click **"OK"**, and the status will update from **"Pending"** to **"Paid"**.

### **3. Order Cancellation**

If an order no longer needs fulfillment, you can **cancel it**.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FczAJpvjpIo0YoDi9vLr2%2Fimage.png?alt=media&#x26;token=dd674272-9003-4859-bd9c-9864168681e5" alt=""><figcaption></figcaption></figure>

### **4. Refunds & Returns**

To process a refund or return:

1. Click **"Refund"** or **"Return"**.
2. fill in :
   * **Refund amount**
   * **Reason**
   * **Notes (Optional, visible only to you)**

{% hint style="info" %}
Tips

* The **refund amount** and **reason** will be visible to the customer.
* The **"Note"** field is **private** (customer cannot see it).
  {% endhint %}

After saving, refund/return details will appear in the **order summary** (see example below).

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FwSCPNOnhR9IltEWer70X%2Fimage.png?alt=media&#x26;token=fc0a0b0e-6d2c-43ec-b6c5-89963552458e" alt=""><figcaption></figcaption></figure>