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YepstaYepsta Help Centre

Manage Online Store Orders

Store Orders is the operational queue for orders saved through the public storefront.

Find and review an order

Section titled “Find and review an order”

Open Online Presence → Store Orders.

Use search plus Status, Payment and Fulfilment filters. Open the order to review customer contact and address, delivery or pickup, location, notes, items, quantities, prices, tax snapshot and total.

Process a new order
  1. Open a Pending order and verify the customer, fulfilment method and requested items.
  2. Check actual product availability at the order location. The saved order has not reserved or reduced stock.
  3. Contact the customer at a high level when a fulfilment detail, delivery charge or substitution needs agreement.
  4. Before invoicing, add the verified Delivery Charge and an Adjustment Note when needed.
  5. Set the order to Confirmed only when the business has accepted it.
  6. Select Create Invoice First. Yepsta creates and links a draft GST-aware invoice and confirms a pending order.
  7. Open the invoice and record payment only when money is actually received. The invoice payment flow updates the financial records and tracked product stock.
  8. Move the order through the accurate fulfilment state, then use Completed after handover or delivery.

Understand the statuses

Section titled “Understand the statuses”

Available order states are Pending, Confirmed, Packed, Ready for Pickup, Out for Delivery, Completed and Cancelled. Use only the states that fit the selected delivery or pickup journey.

The order starts Unpaid. A non-invoiced order cannot be marked partial, paid or refunded from this screen. After an invoice exists, payment must be managed on the invoice so the ledger, stock and customer metrics remain aligned.

Cancel or correct an order

Section titled “Cancel or correct an order”

Choose Cancelled, enter the required Cancellation Reason and update the status. Cancelling a store order does not automatically cancel, reverse or refund a linked invoice. If an invoice already exists, inspect and correct that record separately using its supported workflow.

The status selector records a timeline but does not enforce a rigid one-way sequence. If a status was selected incorrectly, choose the truthful current status promptly and add a meaningful cancellation reason where applicable. Do not use status changes to conceal a fulfilment or payment event.

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