Orders overview

An order is one customer purchase. It carries a status, a customer, and one or more line items — and most of ShopLead is a view onto orders in one particular state.

Statuses

Status	Means
received	Arrived, not yet started.
in_production	At least one task is under way.
qc_check	Work finished, awaiting quality check.
qc_failed	QC rejected it; rework needed.
ready_to_ship	Passed QC, waiting to go out.
shipped	Left the shop.
delivered	Confirmed with the customer.
partially_fulfilled	Some line items shipped, others still in production.
escalated	Flagged for attention — a blocker needing a decision.
cancelled / refunded	Closed without delivery.

Status is mostly derived from the tasks underneath, not set by hand. Completing the last task on an order moves it forward on its own.

Terminal statuses

shipped, delivered, cancelled and refunded are treated as finished. Orders in these states drop out of the dashboard urgency cards and out of capacity planning, because there is no work left to schedule.

Views

The same orders, three ways. Switch between them from the toggle at the top.

• Line Items — every line on every order, the most granular view and the one most useful for planning.
• Kanban — orders as cards in status columns, for seeing where work is stuck.

• Calendar — orders placed on the days they are due to ship.

Where orders come from

• Imported from a connected WooCommerce or Shopify store.
• Created by hand, for phone or custom orders.
• CSV import, for bulk loading.

Order types

• Customer — a normal order for a specific buyer.
• Build for stock — work with no customer attached, to build inventory.