Commerce glossary

Order management

The order record a sale leaves behind, and the work staff do on it afterwards: changing it, cancelling it, noting it, printing it, listing it and checking it for risk.

45 parts and 19 phrases. Apps in this area include Shopify Orders, Shopify Order Printer, Order Desk, Order Editing, OrderPrinterAuto.

Changing an orderorder.changeShowEdits, cancellations, splits and merges made after the order is placed.
Editing an orderorder.change.editShowChanges to the lines or address of an order that is already placed.

How to extend

PartLitestore todayHow to extend
Add an itemorder.change.edit.add_itemA change that adds a product to a placed order and charges the difference.
Plugin
Slot · many
Remove an itemorder.change.edit.remove_itemA change that removes a line from a placed order and refunds its share of the total.
Plugin
Slot · many
Change quantityorder.change.edit.quantityA change to the quantity of one line on a placed order, with the price difference charged or refunded.
Plugin
Slot · many
Change addressorder.change.edit.addressA change to the shipping address of an order before it ships.
Plugin
Slot · many
Customer edit windoworder.change.edit.customer_windowA set time after purchase during which the customer may change their own order before it is sent to fulfilment.
Plugin
Slot · many
Cancelling an orderorder.change.cancelShowStopping an order, why it was stopped, and who may stop it.

How to extend

  • EventMany side by sideevent.order.cancelledA plugin reacts to a cancelled order through the cancel event.
  • Core onlyThe cancel itself voids or refunds money and restocks items, so it stays in core.
PartLitestore todayHow to extend
Staff cancelorder.change.cancel.staffAn admin action that cancels the order, voids or refunds the payment and puts the items back in stock.
Coremodules/orders/cancel-order.ts
Event · manyCore only
Cancel reasonorder.change.cancel.reasonA reason from a fixed list (customer request, items unavailable, fraud, payment declined, other) stored on the cancelled order.
Coremodules/orders/cancel-reasons.ts
Event · manyCore only
Customer cancel windoworder.change.cancel.customer_windowA set number of hours after purchase during which the customer may cancel the order from their account.
Coremodules/orders/order-state.ts
Event · manyCore only
Splitting and mergingorder.change.combineShowTurning one order into several, or several into one.

How to extend

  • Assistant toolMany side by sideSplitting and merging are left to a plugin tool that writes new orders through the core order path.
PartLitestore todayHow to extend
Split orderorder.change.combine.splitAn action that moves some lines of an order into a separate order, for example to ship them later.
Plugin
Assistant tool · many
Merge ordersorder.change.combine.mergeAn action that joins two orders from the same customer into one so they ship together.
Plugin
Assistant tool · many
The order recordorder.recordShowWhat one order holds: its lines, its money, its two statuses and where it goes.

How to extend

  • EventMany side by sideevent.order.createdevent.order.paidA plugin reads a new or paid order from the order events instead of writing to the record.
  • Core onlyOrder totals and the payment ledger are conserved money, so they stay in core.
PartLitestore todayHow to extend
Order numberorder.record.numberA short human-readable number, such as #1001, that staff and customers use to refer to the order.
Coremodules/checkout/order-number.ts
Event · manyCore only
Order linesorder.record.linesThe list of products and variants bought, each with its quantity, unit price and line total at the time of sale.
Coreprisma/schema.prisma
Event · manyCore only
Order totalsorder.record.totalsThe stored subtotal, discount, tax, shipping and grand total of the order, so later refunds reconcile against what was charged.
Coremodules/orders/payments/order-amounts.ts
Event · manyCore only
Payment ledgerorder.record.payment_ledgerAn append-only list of captures, refunds and adjustments that the order's paid and refunded amounts are summed from.
Coremodules/orders/ledger-revenue.ts
Event · manyCore only
Payment statusorder.record.financial_statusThe payment state of the order: pending, authorised, paid, partly paid, partly refunded, refunded or voided.
Coremodules/orders/payment-state.ts
Event · manyCore only
Fulfilment statusorder.record.fulfilment_statusThe shipping state of the order (unfulfilled, partly fulfilled, fulfilled or restocked), calculated from its shipments.
Coremodules/orders/fulfillment.ts
Event · manyCore only
Order addressesorder.record.addressesThe shipping address, or the chosen pickup point, copied onto the order when it is placed.
Coremodules/customers/addresses/format.ts
Event · manyCore only
Customer noteorder.record.customer_noteA free-text note the shopper writes at checkout, shown to staff on the order.
Coreprisma/schema.prisma
Event · manyCore only
Paid effects listorder.record.paid_effectsThe one list of what changes elsewhere in the store when an order is paid, refunded, cancelled or shipped: stock, commission, customer history, emails and the activity log.
Coremodules/orders/order-flow.ts
Event · manyCore only
How an order is madeorder.createShowThe routes by which an order comes into existence besides a shopper's own checkout.

How to extend

  • Assistant toolMany side by sideA plugin tool can add an order source, such as a point-of-sale or marketplace import, through the same order creation path.
PartLitestore todayHow to extend
Checkout orderorder.create.checkoutAn order created from the shopper's cart once the payment provider confirms the payment.
Coremodules/orders/payments/payment-webhook.ts
Assistant tool · many
Manual orderorder.create.manualAn order that staff enter in the admin for a phone, in-person or replacement sale, with the tender (cash, card, bank transfer) recorded.
Coremodules/orders/admin/manual-order.ts
Assistant tool · many
Saved unpaid orderorder.create.unpaid_savedAn unpaid order that staff build and save, then send to the customer to pay later.
Plugin
Assistant tool · many
Copy past order to cartorder.create.copy_to_cartA button on a past order that puts the same items back into the shopper's cart.
Coremodules/orders/storefront/use-reorder.ts
Assistant tool · many
Working the orderorder.handlingShowNotes, labels, owners and status controls staff use while handling an order.

How to extend

  • SlotMany side by sideadmin.slot.order.sidebarTagging, assignment and hold plugins render their controls in the admin order sidebar.
PartLitestore todayHow to extend
Staff notesorder.handling.staff_notesAn internal note on the order that the customer never sees, with each change recorded in the activity log.
Coremodules/orders/staff-notes.ts
Slot · many
Status controlsorder.handling.status_controlsAdmin controls that set the payment or fulfilment status by hand and reject moves that are not allowed.
Coremodules/orders/admin/order-status-controls.tsx
Slot · many
Work queuesorder.handling.work_queuesFixed order lists, such as paid but not yet shipped, whose counts and filters come from one shared definition.
Coremodules/orders/queues.ts
Slot · many
Order tagsorder.handling.tagsShort labels staff attach to an order to filter and group orders.
Plugin
Slot · many
Order assigneeorder.handling.assigneeThe staff member responsible for working an order.
Plugin
Slot · many
Fulfilment holdorder.handling.holdA flag that stops an order from being sent to fulfilment until staff release it.
Plugin
Slot · many
Printed documentsorder.documentShowThe paper an order produces: invoices, packing slips and their templates.

How to extend

  • ProviderMany side by sideorder documentA document plugin adds further document types or template designs beside the core invoice and packing slip.
PartLitestore todayHow to extend
Invoiceorder.document.invoiceA printable page listing the order's lines, prices, tax and totals for the buyer.
Coreapp/print/orders
Provider · many
Packing sliporder.document.packing_slipA printable page listing the items and quantities to pack, with the shipping address and no prices.
Coreapp/print/orders
Provider · many
Custom templateorder.document.custom_templateA document layout edited by the merchant, with their own fields, wording and logo.
Plugin
Provider · many
Batch printingorder.document.batch_printAn action that prints the documents for many selected orders in one run.
Plugin
Provider · many
Emailed PDForder.document.emailed_pdfA PDF copy of the invoice attached to an order email.
Plugin
Provider · many
Order historyorder.historyShowWhat happened to the order and when, as staff and the customer see it.

How to extend

PartLitestore todayHow to extend
Staff timelineorder.history.timelineA dated list of the order's events, such as paid, shipped, refunded and notes changed, shown on the admin order page.
Coremodules/operations/activity
Event · many
Customer progress stepsorder.history.customer_progressThe steps (placed, paid, shipped, delivered) shown to the customer on their order page, calculated from the order and its shipments.
Coremodules/orders/order-progress.ts
Event · many
Account order listorder.history.account_listThe list of a signed-in customer's past orders with status and total.
Coreapp/(web)/dashboard/orders
Event · many
Lists, bulk actions and exportorder.bulkShowWorking on many orders at once.

How to extend

  • Assistant toolMany side by sidegetRecentOrdersThe assistant reads order lists through its order tools; a plugin adds further bulk actions as tools.
PartLitestore todayHow to extend
Bulk deleteorder.bulk.deleteAn action that deletes the selected orders from the order table.
Coremodules/orders/admin/table.tsx
Assistant tool · many
CSV exportorder.bulk.exportAn export that writes the selected orders, with the chosen fields, to a CSV file.
Coremodules/integrations/admin/export-actions.ts
Assistant tool · many
Bulk status changeorder.bulk.status_updateAn action that marks many selected orders as paid or fulfilled at once.
Plugin
Assistant tool · many
Forward to a supplierorder.bulk.forwardA rule that sends selected or matching orders to a supplier or warehouse system by email, file or API.
Plugin
Assistant tool · many
Risk and revieworder.riskShowSignals that an order needs a second look before it ships or is counted.

How to extend

  • ProviderMany side by sidefraud checkA fraud-check provider scores orders after the order event; core keeps only the review flag and disputes.
  • EventMany side by sideevent.order.disputedA plugin reacts to a chargeback through the dispute event.
PartLitestore todayHow to extend
Amount mismatch flagorder.risk.amount_reviewA flag set when the captured payment differs from the quoted total, so an accountant reviews the order.
Coreprisma/schema.prisma
Provider · manyEvent · many
Payment dispute recordorder.risk.payment_disputeA record of a payment dispute from the card network, with its reason, amount, evidence deadline and assigned staff member.
Coremodules/orders/disputes.ts
Provider · manyEvent · many
Fraud scoreorder.risk.fraud_scoreA risk rating calculated from signals such as address mismatch, card checks and IP location, shown on the order.
Plugin
Provider · manyEvent · many

What the phrases mean

The words apps use for a feature, and the plain parts the feature is made of, in the order they happen.

Phrases left out

These phrases mean different things at different apps, so the glossary doesn't map them.

  • order management systemUsed for an order list at one vendor and for multi-warehouse routing and inventory at another.
  • order routingMeans picking a fulfilment location at some vendors and forwarding orders to suppliers at others.
  • order status pageShopify uses it for the customer's order page; tracking apps use it for their own tracking page.

Sources

The app documentation these parts were checked against.