Understanding & Updating Order Status

From the left hand navigation panel, select Orders. On this screen, you’ll see your full list of orders.

There are some details of an Order you can edit and some you cannot. Once an order is paid for and finalized, not many aspects can be edited because it could potentially change the total cost of the order if you changed the quantity, details, or fulfillment option. And since it's considered paid, it's not possible to edit those aspects of an order. 

If you need change an order quantity, we recommend either issuing a Refund or Send an Invoice

Order Status

The primary edit you will make to an order would be changing its status for tracking purposes! This also makes it easy to update your customers on the status of their orders.  

Here is a quick overview of what each Order status means in Castiron: 

Open - Not yet prepared

Completed - Product is made but hasn't been delivered, picked up, or shipped yet (optional)

Fulfilled - Product is in the hands of the Customer-- it's been picked up, delivered, or shipped (confirmation is sent with this status)

Canceled - Order cancelled and not prepared

Simply click on an order to edit it. You should be able to see all of the order details. 

(Orders tab, click on the individual order)

Here is a quick overview of what each Quotes & Invoices status means in Castiron: 

Open: A customer has sent you a new quote request for you to review.

Draft: Customer sent a quote request and you started adding to it, but have not yet sent it back to customer for review/payment

Pending: You have responded to a customer's quote request and sent them the quote, but they have not taken action on it yet. This wont show up on your Orders page until they pay on the Invoice. 

Partially Paid: Customer paid the deposit on the quote, but has not yet paid the balance. This will also show as a Open order on the Orders page.

Paid: Customer paid the quote you sent them. This will also show as a Open order on the Orders page

Cancelled: Either you rejected the quote request or the customer decided not to pay after requesting a quote. 

Quotes & Invoice status will update automatically as you or your customer take action. 

Updating Order Status

To update an order's status, click on "Status" in the upper-right hand corner. Use the drop-down menu to select whatever status may apply. For this scenario, we'll choose to mark this order as fulfilled. 

Castiron will prompt you to add a note to your customer to update them on their order status.

Your customer will receive an email update about their order. 

Your order will update under the "orders" tab. 

Fulfillment Date/Time

The other part of an order you can edit is the Fulfillment date/time. To do this, from your Orders tab, click on the order and look for the Fulfillment box. Only a seller can Edit (or Add) the date/time and this will update it on your order screen. Editing the date will not notify the customer--this is only for your information. 

Fulfillment type and locations cannot be edited within the order once an order is paid. If you need to change these details, we recommend clicking the Send Message button and let your customer know of the changes. 

Notes

Order notes are only available for Custom orders/order forms. You can review or edit order notes by clicking on the three dots by the order in the Quotes & Invoices tab and selecting View Order. There is a tab at the top of the order that will display any artisan notes you made. The only customer notes that may appear are Gift Note or Delivery Note and cannot be changed after it is paid.