# Orders & daily operations

> Process orders, send the right emails, manage customers and moderate reviews.

Source: CBX documentation, version 3.x (released). Canonical page: https://docs.configbox.at/docs/admin-guide/orders/. Last updated 2026-08-01.

---
> **Audience:** store admins, back-office staff · **Scope:** running the store once customers use it · **Last reviewed:** 2026-07-20

**TL;DR** — Orders arrive as **frozen snapshots** — you don't edit their content, you move them
through a **status lifecycle** (Ordered → Paid → Confirmed → Shipped …). Status changes trigger
the **notification emails**; invoices and manufacturing slips generate from the order screen.
Alongside orders you manage **customer records** and moderate **reviews**.

> **Platform note (Magento 2):** this whole system does **not apply** on Magento-hosted stores —
> orders, customers, reviews and all emails are Magento's, and CBX keeps no order records
> there (the screens described here are hidden). See
> [CBX on Magento 2](https://docs.configbox.at/docs/admin-guide/magento2/).

## Articles

1. **[Process an order](https://docs.configbox.at/docs/admin-guide/orders/process-an-order)** — find it, read it, change its status, produce
   invoice and manufacturing slip.
2. **[Set up the order emails](https://docs.configbox.at/docs/admin-guide/orders/set-up-order-emails)** — the status-triggered templates and
   their placeholders.
3. **[Manage customers](https://docs.configbox.at/docs/admin-guide/orders/manage-customers)** — addresses, VAT numbers, group membership,
   guest accounts.
4. **[Moderate reviews](https://docs.configbox.at/docs/admin-guide/orders/moderate-reviews)** — the approval queue for product reviews.
5. **[Handle quotations and saved carts](https://docs.configbox.at/docs/admin-guide/orders/quotations-and-saved-carts)** — the non-purchase
   flows: Request Quote and Save Cart, and how they land in Orders.

## The screens

- **Orders** — every order, quotation and saved cart, with customer search, date and status
  filters:

  ![The Orders list](./img/orders-list.jpeg)

- **Customers** — the customer records behind orders: billing/delivery addresses, VAT number,
  customer group, language, newsletter opt-in.
- **Reviews** — the moderation queue; new reviews arrive unpublished and go live when you
  activate them.
- **Notifications** — the status-triggered email templates (to the customer and/or the shop
  manager, with placeholders for order and customer data).

## The status lifecycle

| Status | Meaning |
|---|---|
| Not ordered / In Checkout | a cart that hasn't been submitted (yet) |
| **Ordered** | placed, awaiting payment |
| **Paid** | payment received (Incorrect amount paid flags a mismatch) |
| **Confirmed** | accepted by you |
| **Shipped** | dispatched |
| Cancelled / Refunded | terminated |
| Saved | a saved-for-later cart |
| Quotation requested / Quotation sent | the request-a-quote flow |

Each status change can fire its matching notification email — which is why you drive orders by
status instead of emailing manually.