Orders & Refunds
The Orders page provides a complete view of all orders placed through Swift POS and your online Shopify store. From here you can search, filter, view receipts, and process refunds.
Viewing Orders
The order list shows all orders with:
- Order number
- Customer name
- Total amount
- Payment status
- Fulfillment status
- Date and time
Filtering Orders
Use the filter bar to narrow results:
| Filter | Options |
|---|---|
| Search | Order number, customer name |
| Channel | POS, Online, or All |
| Location | Filter by the location where the order was placed |
| Fulfillment status | Unfulfilled, Fulfilled, Partially fulfilled |
Order Actions
Each order has two action buttons:
- Receipt -- view, print, or send the receipt (see Receipts)
- Refund -- open the refund workflow
Processing Refunds
To refund an order:
- Click the Refund button on the order
- Select items to refund by checking the boxes next to each line item
- Set quantities -- use the quantity picker to refund partial quantities if needed
- Enter a reason for the refund (required)
- Click Process Refund
The refund is submitted to Shopify and inventory is restocked automatically.
Refund Permissions
Refund access varies by role:
| Role | Refund Access |
|---|---|
| Cashier | Cannot process refunds |
| Shift Lead | Requires manager approval |
| Manager | Full refund access |
| Admin | Full refund access |
caution
Refunds are processed through Shopify. The actual refund to the customer's payment method depends on the original payment provider's policies and timelines.
Order Details
Click on any order to view its full details, including line items, discounts, payment method breakdown, customer information, and timeline of events.