Orders

Orders overview

The Orders section is your central hub for managing every purchase made through your Priorly store, from simple product sales to clinic workflows that include tasks, forms, and prescriptions.

The orders list

Navigate to Orders in your left-hand sidebar to reach the orders list. Each row represents a single order and shows key details at a glance.

Columns explained

Order

The unique order number. Click it to open the full order detail page.

Date

The date and time the order was placed.

Status

The current fulfilment status of the order. See Understanding order statuses for the full list.

Customer

The customer name, or patient name for clinic-type businesses.

Total

The total amount charged including shipping, minus any discounts.

Items

The number of line items in the order.

Delivery Type

The shipping method chosen at checkout.

Third Party

If fulfilled by a third-party partner, their name appears here.

Shipping

The tracking status once a shipping label has been created.

Tasks

Shows a pending badge if the order has incomplete staff tasks.

The attention banner

When one or more orders have incomplete staff tasks, a banner appears at the top of the orders list showing how many orders need action.

Info

The attention banner only appears when you have orders with pending staff tasks. It won't show for standard unfulfilled orders that don't have tasks attached.

Selecting Start reviewing opens a guided queue that walks you through flagged orders one at a time. See Reviewing tasks for details.

Filtering orders

Use the filter tabs below search to narrow the list by status. You can also search by order number or customer email.

Require Action

Orders with pending staff tasks that must be completed or reviewed before fulfilment.

On Hold

Orders manually paused, usually while awaiting customer information.

Unfulfilled

Orders paid but not yet shipped or fulfilled.

Fulfilled

Orders fully shipped or handed over.

Third Party

Orders currently handled by a third-party fulfilment partner.

Awaiting Customer

Orders paused because a customer response or action is required.

Partial

Orders where some items are fulfilled and others are still pending.

Returned

Orders where items have been returned by the customer.

The order detail page

Select any order number to open the order detail page. This is where you manage fulfilment, review tasks, and view linked prescriptions for a specific order.

Sections on the order detail page

Items

Products in the order with quantities, pricing, and fulfilment status. Use Fulfil items to mark shipped.

Paid

Breakdown of subtotal, shipping, discounts, and tax.

Form Submission

Forms completed by the customer, such as questionnaires or consent forms.

Staff Tasks

Shown when tasks exist. Lists required staff actions before fulfilment can proceed. See Task-based orders.

Prescriptions

Shown when prescriptions are enabled. Links associated prescriptions. See Prescription orders.

Timeline

Chronological log of activity and actions on the order.

The right sidebar

The right panel displays customer or patient details, shipping address, carrier details, and quick actions. The label updates automatically based on your business type.

💡 Tip: Use Find related orders to quickly pull up other orders from the same customer.

Top-level actions

The top-right action buttons in the order detail page provide quick access to common order-level actions.

Refund

Issue a full or partial refund. See Cancelling and refunding.

Print a packing slip or order summary. See Printing orders.

Generate

Generate related documents such as labels or invoices.

Options

Access additional actions such as notes, export, and hold controls.

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