Orders, shipping & discounts

Store orders

ESTAGE CRM → Orders has a Store view next to your classic orders. It lists store orders by number and filters them by fulfilment: unfulfilled, partial or fulfilled. Every order also creates or updates a Customer — a CRM contact.

An order shows the Items bought, the totals (goods, discounts, shipping with the method the buyer chose, tax), the Shipments, and the customer and addresses.

Shipping an order

Create a shipment covers whatever you are sending today — all of it, or part. The order flips to partial or fulfilled by itself.

• I have the tracking already — type the carrier, tracking number and tracking link.
• Shipping label — with a carrier connected, pick the carrier and Service and buy the label from here. The service the buyer paid for at checkout is chosen for you. The label’s PDF is on the shipment.

Each shipment emails the buyer its tracking, and the order page on your site shows it. A shipment moves through Pending, Label created, Shipped, In transit and Delivered (or Failed).

Refunds and cancelling

Money goes back through your payment gateway, and the order follows:

• Stripe, PayPal, Razorpay, Square — refund in the gateway’s dashboard. The order records the refund by itself.
• Easy Pay Direct and Paystack — refund in its dashboard, then Record a refund on the order.

Record a refund marks Everything still outstanding or Particular items as refunded, with the amount, and can Put the items back in stock.

Caution

Record a refund does not send money back — it only records it. To also return items to stock, record the refund here first and then refund in the gateway; the gateway’s refund is then recognised as the same one, not counted twice.

Cancel order marks the order cancelled and returns its items to stock. It does not refund the payment.

Abandoned carts

Orders → Store → Abandoned carts lists carts that were filled but never paid — with the buyer’s email when they gave one, and a link back to the cart you can send by hand. In Settings → Store → Storefront → Abandoned carts:

• Counts as abandoned after — how many hours a cart sits untouched first (1–168).
• Send a recovery email — off by default. When on, the buyer gets one email with a link straight back to their cart. It needs the buyer to have entered their email at checkout.

Prefer your own follow-up? Leave the email off and build an automation on the abandoned-cart trigger. The store also has triggers for a paid order, a shipped order and a refund.

Store discounts

Coupons, filtered to Physical, are the store’s discounts. Each is either a Discount code the buyer types at checkout, or an Automatic discount that applies by itself when the cart qualifies.

• What gets cheaper: a Percentage or Fixed amount off the whole order, certain products, product types or collections; Buy X, get Y; or Delivery — free shipping.
• Minimum purchase requirements: a minimum cart subtotal or number of units.
• Eligibility: by the buyer’s history with your shop — at least, or at most, a number of past orders (for example first order only). Set nothing and it is for every buyer.
• Limits and dates: total uses allowed, a start and end date, and whether it combines with other discounts.

Dropshipping suppliers

Suppliers ship for you in two ways:

• Teemill, CJ Dropshipping or AliExpress — ordered automatically through their API when an order is paid; their tracking comes back to the order. Connect them in Genesis → Settings → Suppliers, next to Shipping Carriers: Connect asks for the account’s keys, and a Teemill key is checked before it is kept.
• Email — you forward the order to the supplier yourself. Add these in the CRM under Settings → Store → Suppliers, which also lists the connected API suppliers.

Link a supplier to each variant it ships. A paid order is then split into Supplier orders, shown on the order with their status and tracking.

Teemill print on demand

Teemill prints your designs on demand and ships each order itself. Create the products in your Teemill dashboard, then open Settings on the Teemill row in Genesis → Settings → Suppliers: the Catalogue lists them, and Import adds one to your store — as a draft or active, at Teemill’s retail price or at cost plus a markup — with every variant already linked to Teemill. Stock isn’t tracked, since each order is printed when it’s placed.

To get the key, turn on Enable Private API in Teemill under Settings → API. A paid store order is placed with Teemill and charged to the payment method on your Teemill account.

Orders and the rest of the CRM

• Classic orders — digital products from order forms — are the list next to this one. See Orders.
• The store’s triggers start automations: a paid order, a shipment, a refund, an abandoned cart.