Manage guide
Orders & Customers
Manage sales after checkout and keep customers informed throughout the order journey.
01
Overview
This guide gives you a clear route through orders & customers in SOLDT. Use it from top to bottom when you are setting things up for the first time, or jump to a specific topic when you need a quick refresher.
Keep your SOLDT dashboard open in another tab and complete each section as you read.
02
What you'll learn
By the end of this guide, you will have worked through the essential parts of:
Order statuses
Fulfilment
Cancellations and refunds
Customer details
Order communication
03
Before you start
A few small checks make the setup process much smoother.
- Sign in to the correct SOLDT store.
- Gather the business details or assets you will need.
- Set aside time to preview and test your changes.
04
Work through the guide
Order statuses
This section is ready for the detailed order statuses instructions, screenshots, examples, and troubleshooting notes for this guide.
Fulfilment
This section is ready for the detailed fulfilment instructions, screenshots, examples, and troubleshooting notes for this guide.
Cancellations and refunds
This section is ready for the detailed cancellations and refunds instructions, screenshots, examples, and troubleshooting notes for this guide.
Customer details
This section is ready for the detailed customer details instructions, screenshots, examples, and troubleshooting notes for this guide.
Order communication
This section is ready for the detailed order communication instructions, screenshots, examples, and troubleshooting notes for this guide.
05
Next steps
Preview your work, test the customer-facing experience where relevant, and return to the guide if something does not look or behave as expected.
Need a hand?
Get help from the SOLDT team.
Visit the help centre for quick answers or contact us for more specific support.