Order Billing and Shipping Statuses
All orders have a Billing Status and a Shipping Status. These are primary identifiers used for search and reports, as well as several automated services.
- The billing status of an order represents the state of the payments within the order.
- The ship status designates how the order is processed and it's current state of transit from sale to the customer.
When viewing an order detail, the billing and shipping statuses are in the order header.
Billing Status Terminology
| ID | Billing Status | Definition |
| 1 | Not Paid | No payments on the order are processed. Payment statuses could be not paid or declined. Orders from the web may not paid if auto-processing is not active, and will have this as payment status until the payments are run manually or with bulk auth/capture. Orders can also be not paid if a POS payment is created, for invoicing a customer with payment terms. |
| 2 | Authorized CC | Credit card has been authorized but not captured until batch is settled. (This function is not currently used.) |
| 3 | Declined CC | No longer used. Old orders in the system may be designated with this billing status. More recent orders will remain in a Not Paid status if any of the payments have declined, or are still unpaid. |
| 4 | Billed | Used if you want to send an invoice for a customer to pay by check or call you with cc info on. |
| 5 | Partial Paid | The status of an order with multiple payments, either from split payment in the POS or from allocation wish granting. A partial paid order will have at least one paid payment, and at least one not paid or declined payment. |
| 6 | Paid | Once all payments are processed and paid. Also, when an order is paid inventory in depleted at the same time. |
| 7 | Cancelled | Only an unpaid order can be cancelled. These orders should be excluded from reporting. |
| 8 | Refunded | When a paid order is fully returned, the billing status is updated to refunded. |
| 9 | Credit | Represents a credit given back as part of a refund. The Net balance of an order is the sum of the Refunded order plus the credit order. |
| 10 | Void | An order can only be voided on the same day it was created. After that day has passed a refund or credit must be issued. Void orders should be excluded from reporting. |
Shipping Status Terminology
| ID | Ship Status | Definition |
| 1 | Unshipped | An order designated to be shipped as soon as possible, without a specific future ship date. |
| 2 | In Process | Not used as a system default. Can be selected manually for a internal designation. |
| 3 | Shipped | Orders have left the fulfillment location and are shipped to the consumer. This status will be updated via the tracking import utility, or automatically via the ShipCompliant Webservice. |
| 4 | Backordered | Not used as a system default. Can be selected manually for a internal designation. |
| 5 | Cancelled | Only not paid orders can be cancelled. Do not include these orders in standard reporting. |
| 6 | To Pick Up | An order waiting to be picked up, it's on-hold for pickup and has already been paid for. |
| 7 | Picked Up | When an order has been picked up via the POS, the status will update automatically. |
| 8 | Ret-Ship | Not used as a system default. Can be selected manually for a internal designation. |
| 9 | Ret-Cust | Not used as a system default. Can be selected manually for a internal designation. |
| 10 | Ship-Part | Not used as a system default. Can be selected manually for a internal designation. |
| 11 | Other | Not used as a system default. Can be selected manually for a internal designation. |
| 12 | Exported | Designates orders that have been exported to fulfillment. |
| 13 | Hold Ship | Designates an order is paid for, and on-hold with a future ship date. Once the designated ship date becomes today, the status will automatically update to Unshipped. |
| 14 | Return | A return order is a credit with product returns. |
| 15 | Credit | Used for credit orders that do not have any line item products, often used for crediting a missed discount, or a shipping fee. |
| 16 | Void | Voided orders can only happen on the same day the order is created. These should not be included in reporting. |
| 17 | Delivered | Te order has been delivered to the customer. This status will be updated via the tracking import utility, or automatically via the ShipCompliant Webservice. |
| 18 | Immediate Pickup | These orders are carry-out tasting room orders. |