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The Orders section in the HoopAI Platform centralizes all e-commerce orders generated through your online stores, funnels, and order forms. You can fulfill orders, print shipping labels, sync Shopify orders, and recover abandoned checkouts — all from one place. Navigate to Payments → Orders to get started.
Orders overview

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Orders overview

The orders dashboard shows all transactions placed through your HoopAI Platform stores and order forms. Key information displayed for each order:
ColumnDescription
CustomerContact name — click to open the contact card
SourceThe funnel or store page where the purchase was completed
ItemsTotal items in the order
Order dateDate and time placed (in your timezone)
AmountTotal order value
StatusCurrent order status (processing, completed, refunded, etc.)
Use the Search bar to find an order by order ID, source, or customer name. Use the Filter button to filter by status, source, or payment details. Click the Export icon (downward arrow) to download orders as a CSV file.

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Order fulfillment states

Orders move through the following statuses as they are processed and shipped:
StatusDescription
PendingOrder placed but payment has not yet cleared
ProcessingPayment confirmed; order is being prepared
Partially fulfilledSome items in a multi-item order have been shipped
FulfilledAll items shipped and tracking information recorded
CompletedOrder delivered or marked complete (also used for imported orders)
CancelledOrder cancelled before fulfillment
RefundedPayment fully reversed
Partially refundedA portion of the order value has been refunded
Digital product orders skip the fulfillment step — they are marked Completed automatically as soon as payment is confirmed and the download link is delivered to the customer.
Fulfill order

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Fulfilling an order

1

Open the order

Go to Payments → Orders and click the three-dot icon next to the order, then select View Order.
2

Review the order details

Confirm the items, quantities, shipping address, and customer information before proceeding.
3

Click Fulfill Items

Click Fulfill Items. A dialog opens where you enter:
  • Tracking number — from your shipping carrier
  • Carrier — the shipping service used
  • Tracking link — URL customers can use to track their shipment
4

Notify the customer

Toggle on Notify Customer to automatically send the customer an email with their order and tracking information.
5

Save

Click Save. The order is marked as Fulfilled in the system.

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Partial fulfillment

When you do not have all items in stock, you can fulfill part of an order and send the rest later.
1

Select the items to fulfill now

In the Fulfill Items dialog, adjust the quantity of each item to reflect what you are shipping in this batch. Leave unreceived items at zero.
2

Save the partial fulfillment

Complete the tracking and carrier fields and click Save. The order is marked Partially Fulfilled.
3

Fulfill the remainder

When the remaining stock arrives, open the order details and click Fulfill Items again. Items already sent are subtracted from the list automatically. Complete the process for the remaining items.

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Printing shipping labels and packing slips

Packing slips are generated as PDFs directly from the order and include:
  • Order ID and order date
  • Store name
  • Shipping and billing address
  • Itemized product list with variant name, product images, and quantities
  • Sender’s address (your store address)

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Full order packing slip

1

Open the order

Go to Payments → Orders, click the three-dot icon next to the order, and select View Order.
2

Print the packing slip

Click Print Packing Slips to download a PDF containing all items in the order. If the order has been partially fulfilled in the past, each fulfillment batch appears on a separate page.

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Packing slip for a partial fulfillment

1

Fulfill the items

In the Fulfill Items dialog, select the items and quantities you are fulfilling in this batch.
2

Print before saving

Click Print Packing Slips within the fulfillment dialog to generate a PDF for only the items in this batch. This is ideal for picking and packaging accuracy.
Print packing slips per fulfillment batch to avoid packaging errors when splitting orders across multiple shipments.
Abandoned checkout recovery

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Abandoned checkout recovery

When a customer adds items to their cart but does not complete the purchase, the HoopAI Platform captures the incomplete checkout. You can follow up automatically to recover the sale.
1

View abandoned checkouts

Go to Payments → Orders and click Abandoned Cart from the dropdown to see all incomplete cart sessions.
2

Review abandoned sessions

The abandoned checkout dashboard shows:
  • Placed by — customer name or email if the name is unavailable
  • Date — when the cart was abandoned
  • Items — quantity of items in the cart
  • Amount — total value of the abandoned cart
  • Email status — whether an automated recovery email was sent
  • Recovery status — whether the customer completed the purchase after abandonment (marked “Recovered”)
3

Recover with automation

Configure automated abandoned cart emails under Payments → Payment Settings → Notifications, or set up a workflow in Automation → Workflows.
For abandoned checkout emails to work, the customer must have entered their email address before abandoning the cart. The checkout link sent in the recovery email remains functional across different browsers, devices, and sessions.
If a customer completes their purchase before the abandoned cart email sends, the system automatically cancels the email to avoid unnecessary reminders.

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Syncing Shopify orders

If you run a Shopify store alongside your HoopAI Platform, you can sync Shopify orders into the Orders tab for unified order management.

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Step 1 — Get your Shopify API credentials

1

Enable custom app development in Shopify

Go to your Shopify admin at admin.shopify.com → Settings → Apps and sales channels → Develop apps and click Allow custom app development.
Once custom app development is enabled on a Shopify store, it cannot be undone.
2

Create a custom app

Click Create an app, then go to the Configuration tab and add the following API access scopes:
  • read_orders
  • read_customers
  • read_products
  • read_inventory
3

Install the app and copy the token

Go to the API Credentials tab, click Install app, then click Reveal token once and copy your Admin API Access Token.

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Step 2 — Connect Shopify in the HoopAI Platform

1

Open the integration settings

Go to Settings → Integrations → Shopify and click Connect.
2

Enter credentials

Paste your Admin API Access Token and enter your Shopify store name.
3

Configure import and sync settings

Toggle on the import elements and sync settings that match your business needs (e.g., sync customers, sync products, sync orders).
4

Confirm the connection

Once connected, the integration tile confirms the link. Shopify orders begin syncing into Payments → Orders automatically.
The Shopify integration syncs new orders going forward. Past orders from before the connection was established cannot be retroactively synced.

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Viewing Shopify order and transaction details

  • Orders: Go to Payments → Orders, click the three-dot icon on a Shopify order, and select View Order to see full order details and the associated transaction value.
  • Transactions: Go to Payments → Transactions, find the Shopify transaction, click the three-dot icon, and select View Transaction for the full transaction record.

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Importing orders

If you have historical order data from another system, you can import it via CSV.
1

Prepare your CSV

Download the Sample CSV template from the import dialog to use as a formatting guide. Fill in your order data following the column structure provided.
2

Upload and preview

Go to Payments → Orders and click the Import as CSV option. Upload your CSV file and click Upload & Preview to review the data before importing.
3

Import

Once satisfied with the preview, click Import Orders to complete the process.
All imported orders are automatically marked as Completed and a linked transaction record is created. Imported orders can be edited after the import if needed.

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Frequently asked questions

Yes. When fulfilling, you can select specific items from a multi-item order to fulfill, leaving the rest as unfulfilled until they are ready to ship.
Refunds are processed from Payments → Transactions. Locate the transaction tied to the order and use the refund option there.
Yes. When a customer purchases a digital product (such as a downloadable file or course access), the HoopAI Platform marks the order as fulfilled and delivers the product automatically.
Yes. Use the filter options in the Orders tab to filter by source, date range, status, or product.
No. The Shopify integration syncs new orders going forward from the date of connection. Historical orders cannot be retroactively imported through the Shopify integration. Use the Import as CSV option if you need historical order data in the platform.
Packing slips include the order ID, order date, store name, shipping and billing addresses, an itemized product list with variant names and quantities, product images, and your store’s sender address.
Fulfilled means all items have been shipped and tracking information has been entered. Completed is a broader final state that also covers digital product deliveries and imported historical orders that are marked complete automatically.
To cancel an order, open it from Payments → Orders, click the three-dot menu, and select Cancel Order. If a payment was already collected, process a refund from Payments → Transactions separately.
Yes. When fulfilling an order, toggle on Notify Customer in the Fulfill Items dialog. The customer receives an automated email with their order summary and the tracking link you entered.
Last modified on March 4, 2026