How to Create Pop-Up Shops Orders

There are a few different ways to process your Pop-Up Shop orders. You can combine checkouts into an order, create a stand-alone order for each checkout, or add checkouts to an existing order.

commonsku adds your shoppers' checkouts to the Pop-Up Shop's Order tab. From there, you can select the checkouts you need and create a new project or add to an existing order.

On this page:

How to create a new project (new order)

How to add checkouts to an order

FAQ

How to create a new project (new order)

To create a new project:

1. Select the checkout(s) you'd like to add to a new project
2. Click to Create Project
3. In the "Create Project" pop-up, type a project name in the "Project Name" field
4. Click Create

Once you've created a project, the checkouts transfer to the Orders tab, and a sales order is created.

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How to add checkouts to an order

To add checkouts to an existing sales order:

1. Select the checkout(s) you'd like to add to an existing sales order
2. Click the Add to Order button
3. In the "Add to Project" pop-up, type in the name or number of the project you'd like to add the checkouts to

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FAQ

• How do I cancel/close a Pop-Up Shop order?
• Can I edit a checkout?
• If I export a checkout, will I lose the info?
• If I create a sales order, will I lose the checkout's CSV file?
• Why can't I add checkouts to a sales order?

How do I cancel/close a Pop-Up Shop order?

To remove a checkout from the shop:

1. In the Shop's Orders tab > select the checkout you'd like to remove
2. Click the Delete Checkouts button > select Yes

To remove a checkout from the sales order:

1. In the sales order's Checkouts tab > select the checkout you'd like to remove
2. Click the Remove Checkouts button > select Yes
3. Follow the steps listed above to remove the checkout from the shop

If you need to cancel the entire order:

1. Change the sales order's status to Closed

If you need to refund a shopper:

1. Process their refund through your payment platform (Stripe or CloverConnect)
2. Follow the steps listed above to remove the checkout from the sales order/shop

Can I edit a checkout?

For transparency reasons, there's no way to edit a checkout. If you need to change a checkout, the best practice is to either:

• Delete the existing checkout and have the client place a new order/ place an order on their behalf
• Edit the final sales order and CSV file, rather than the checkout itself

If I export a checkout, will I lose the info?

Not at all. Exporting the checkout exports the information to a CSV file, but it does not remove the checkout from the shop or the sales order.

If I create a sales order, will I lose the checkout's CSV file?

Nope! Checkout details are still available in the sales order's Checkouts tab. You can delete, view, export, and preview checkout details directly from the sales order.

Why can't I add checkouts to a sales order?

There are a few reasons you may not be able to add checkouts to a sales order:

• The sales order wasn't created through the shop. You can only add checkouts to sales orders made from the same Pop-Up Shop.
• The sales order's tax or billing/shipping details are different from the shop's tax or billing/shipping details. To fix this, change the order to match the shop > add the checkouts to the order > then edit the order afterward.
• The sales order was emailed to the client or put into production. To fix this, change the order's status back to New > add the checkouts to the order > then change the order's status back to whatever it was prior.

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