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How Orders Are Created

Orders are created from webhooks: Order Management System is a webhook subscriber of the payments platform, and every order starts as a payment.succeeded event received through the subscription created when you enabled the addon. This page explains what happens from there: how payment line items are matched against offers, when multiple payments are bundled into one order, and how customer details stay in sync.

From payment to order

When the payment.succeeded event for a payment arrives, the payment's line items are matched against your offers by price ID:

  • Every line item whose price has a matching active offer becomes an order item.
  • Line items without a matching offer are skipped.
  • If no line item matches any offer, no order is created.

Order bundling

When a customer makes several purchases in quick succession — for example, an upsell right after the initial purchase — you may prefer to ship them together. The Bundling window (minutes) setting under Settings > General in the Orders view controls this.

A new payment is added to an existing order instead of creating a new one when all of the following hold:

CriterionDescription
CustomerThe payment belongs to the same customer as the existing order
Shipping addressThe shipping address is identical
Order stateThe existing order is still completely unfulfilled
TimeThe existing order was created within the bundling window

With the window set to 0, bundling is disabled and every payment creates its own order.

Example

The bundling window is set to 30. A customer buys a subscription box at 10:00 and accepts an upsell at 10:12. Both purchases share the shipping address, so the upsell items are appended to the 10:00 order and ship together.

Bundling and automatic fulfillment

Orders are handed to fulfillment routes only after the bundling window has closed. This guarantees a bundled order is submitted to your logistics provider as one complete shipment, not item by item.

Customer information sync

When a customer's details change in the payments platform — for example, they correct their email or shipping address — Order Management System refreshes the customer name, email, phone, and shipping address on their orders.

Orders that have already shipped, or that have been handed to a logistics provider, keep the address they shipped to.