The "Where do I…?" quick reference
Task → place. Bookmark this one.
Orders
| I want to… | Go to |
|---|---|
| Find any order fast | Search bar (top of every screen): number, name, phone or AWB |
| See what's stuck | Orders → ⚠ Needs attention |
| See the oldest open orders | Orders → Sort → Oldest first |
| Confirm / hold / cancel an order | Orders list (inline picker) or the order page |
| Fix a shipping address | Order page → Ship to → ✎ edit (before shipping) |
| Correct a name/colour personalisation | Order page → the item → ✏️ edit personalization |
| Add a note the whole team sees | Order page → Add order note (syncs to Shopify) |
| See who did what on an order | Order page → Activity (bottom) |
| Force a fresh pull from Shopify | Orders → ⟳ Refresh |
Packing & picking
| I want to… | Go to |
|---|---|
| Pack an order | Scan its number/AWB in the search bar → checklist → Mark packed |
| Build a pick list | Ship → tick orders → Pick list |
| Claim / complete a pick list | Tools → Pick lists |
| Free a pick list someone abandoned | Tools → Pick lists → manager… → Release (reason) |
| Undo a wrong "packed" | Order page → Reverse packing (manager, reason) |
| Pack despite a stock warning | Manager override reason on the packing card |
| Require packing photos | Settings → Operations policies |
Shipping
| I want to… | Go to |
|---|---|
| Assign couriers in bulk | Ship → tick orders → Assign AWB |
| Retry only the failed ones | The batch page → Retry failed only |
| Print labels | Ship → Generate labels → PDFs on the batch page |
| Book the pickup | Ship → Schedule pickup |
| Pick a specific courier for one order | Order page → Shipping → courier dropdown |
| Scan parcels out the door | Ship → Dispatch close |
| Get the handover manifest | Dispatch close → closed batches → manifest CSV |
| Change our default box size | Settings → Integrations → Default package |
Inventory
| I want to… | Go to |
|---|---|
| See / fix a stock count | Inventory → the line → count/adjust |
| Understand why a count is what it is | Inventory → the line → ledger |
| Import stock from a spreadsheet | Inventory → CSV import |
| Map an unknown SKU (or a bundle) | Inventory → Mapping |
| Set low-stock alerts | Reorder level on each line; email digest in Settings → Operations policies |
Returns & money
| I want to… | Go to |
|---|---|
| Start a return or replacement | Order page → Returns & replacements |
| Receive a return / RTO parcel | Returns tab / RTO tab → scan it in |
| Match courier COD payouts | COD tab |
| Log an extra payment on an order | Order page → Additional payments |
Team & account
| I want to… | Go to |
|---|---|
| Add an operator / set a PIN | Settings → Team (Operators) |
| Change someone's role | Operators → role dropdown |
| Lock this shared computer's founder login | Settings → Security → Sign out founder on THIS browser |
| Change my founder password | Settings → Security |
| Check Shopify/courier are really connected | Settings → Integrations → Test connection |
| Turn a module on/off | Settings → Modules |
| Export all our data | Settings → Your data |
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