Order Management¶

LoupeFactory's order management module lets you create, track, and fulfill customer orders from a single place. This guide covers the full order lifecycle — from placing a new order to marking it as fulfilled and linking it to invoices and shipments.

Creating an Order¶

To create a new customer order:

1. Navigate to the Orders module from the main dashboard.
2. Click New Order in the top-right corner.
3. Select the customer from the Customer dropdown, or add a new customer inline.
4. Add line items by searching for inventory items and entering quantities.
5. Set the order date and any required delivery date.
6. Add notes or special instructions in the Notes field if needed.
7. Click Save Order to create the order with a status of Draft.

Once saved, the order is assigned a unique order number and appears in your order list.

Confirming an Order¶

After reviewing a draft order, confirm it to lock in the details and allocate inventory:

1. Open the order from the order list.
2. Review all line items, quantities, and customer details.
3. Click Confirm Order.

The order status changes to Confirmed and the reserved quantities are reflected in your Inventory module.

Tracking Order Status¶

Each order moves through a defined set of statuses as it progresses:

You can filter the order list by status to focus on orders that need attention.

Viewing Order Details¶

Click any order in the list to open its detail view. The detail page shows:

• Customer information and order number
• Line items with quantities, unit prices, and totals
• Current status and status history timeline
• Linked invoices and shipments
• Any notes or attachments

Fulfilling an Order¶

Fulfillment involves preparing items, creating a shipment, and marking the order complete.

Marking Items as Ready¶

Once production or preparation is complete:

1. Open the order detail page.
2. Click Mark as Ready to Ship.
3. Confirm that all line items are prepared and quantities are correct.

The order status updates to Ready to Ship.

Creating a Shipment¶

From the order detail page, you can create a shipment directly:

1. Click Create Shipment on the order detail page.
2. Enter the shipping address and select a carrier.
3. Add package dimensions and weight if required.
4. Click Create to generate a tracking number via the EasyPost integration.

The order status automatically updates to Shipped once the shipment is created. See Shipment Tracking for more details on managing shipments.

Marking an Order as Fulfilled¶

Once the shipment is delivered, mark the order as fulfilled:

1. Open the order detail page.
2. Click Mark as Fulfilled.
3. Confirm the action in the dialog.

The order status changes to Fulfilled and the order is archived in your completed orders history.

Cancelling an Order¶

To cancel an order before it is fulfilled:

1. Open the order detail page.
2. Click Cancel Order.
3. Select a cancellation reason and confirm.

Cancelling a confirmed order releases any reserved inventory back to available stock.

Next Steps¶

• Invoicing — Generate and send invoices linked to your confirmed orders.
• Shipment Tracking — Track packages and view delivery status for shipped orders.
• Inventory Management — Understand how order confirmation affects inventory allocation.
• Reporting & Analytics — View order reports and export order data.