Shop/Shop
Start a draft order
The shop assistant’s version of a basket: an order nobody has placed yet.
Orders, returns, discounts — all inside the order
Start a draft, apply a voucher or a staff discount with a reason. When a return comes in, receive and inspect it; what can be sold goes back on the shelf and the money moves in Finance.
Orders and returns
Each order’s channel, customer, total and status. Re-ordering at today’s channel prices is one click, and gift cards pay from here too.
What you can do on Orders
Each is a button or a form in the app; every one is tied to role permissions and logged.
Discard drafts
Several drafts at once, from the orders list. All or none.
Pay with a gift card
One call: records the spend as pending and asks gift_cards to redeem it (a reaction); a refusal marks it failed and puts the amount back.
Close a return
Nothing more will happen on it.
Open a return
The customer is sending something back. Nothing moves until it arrives.
Receive a return
The parcel arrived. The order moves to returned or partially returned; the shelf waits for the inspection.
Inspect a return
What can be sold again goes back on a named shelf, with a ledger row; what is damaged does not.
Refuse a return
The return is not accepted — outside the window, or not what was sold.
Grant a refund
The shop agrees to give an amount back — Saleor’s granted refund. The money moves in Finance.
Apply a coupon
Puts a voucher code on a draft or unconfirmed order, or takes it off. Order promotions step aside for a coupon.
Give a staff discount
Saleor’s orderDiscountAdd/Update: one percentage or amount off a draft or unconfirmed order, with a reason. The order-level coupon and order promotions step aside while it is on.
Remove the staff discount
Saleor’s orderDiscountDelete. The coupon and promotions apply again.
How it connects to other modules
Orders is part of the Shop module and uses the same customer record and permissions. From this screen, work happens in other modules too:
Sales channels, stock, shipping and orders — from basket to doorstep.
Finance- Request a refund
- Record a collection
- Schedule instalments
Invoices- Invoice an agreement
- Issue an invoice
- Send by email
CustomersBuilt on it: One record for every customer, shared by every module.
CatalogBuilt on it: Everything you sell or book — products, services, prices, categories and brands.
TaxBuilt on it: Tax rates by country and product type, applied to every sale.
Other sub-modules in Shop
Parts of the same module with a screen of their own.
Start from a ready template
Templates that use this screen’s actions or turn this module on.
WorkflowShop
Large order → approval before confirming
Orders above 1,000 wait for a person to approve them, then are confirmed.
2 stepsViewWorkflowShop
Order placed → confirm it automatically
Every new order is confirmed straight away, so nothing waits for a click.
1 stepsViewBusiness setupRetail
Online store
A shop with stock, cargo zones, first-order codes, WhatsApp order confirmations and review requests.
12 modules3 agents6 workflows
Questions about Orders
Start a draft order, Discard drafts, Pay with a gift card, Close a return, Open a return, Receive a return, Inspect a return, Refuse a return, Grant a refund, Apply a coupon, Give a staff discount, Remove the staff discount, Order again, Take a gift card off, Update what an order has been paid, Approve a despatch, Cancel a despatch, Confirm an order, Place a draft order, Edit an order, Edit order metadata, Change an order’s lines, Despatch an order, Record a return, Set a tracking number, Discard a draft order, Cancel an order, Request a refund, Record a collection, Schedule instalments, Capture a payment, Release a payment, Invoice an agreement, Issue an invoice, Send by email.
It has its own row in the Shop menu; it is part of the Shop module and shows while the module is on.
Finance: Request a refund, Record a collection, Schedule instalments. Invoices: Invoice an agreement, Issue an invoice, Send by email.
The Shop module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.
Orders, returns, discounts — all inside the order.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.