Orders
Orders
Orders
Every purchase that reaches Mocca becomes one Order, linked to the buyer’s Contact. Open the list at /app/order.
What an order holds
| Field | Meaning |
|---|---|
| Contact | The buyer (see How matching works) |
| Source | Where the order came from: Peek Pro, Shopify, Eventbrite or Square |
| External Order ID | The order’s id in that system; one Mocca order per source and id |
| Ordered At | When the order was placed, in the site time zone |
| Status | placed, paid, refunded, partially_refunded or cancelled |
| Channel | The sales channel the source reports, such as online or in person |
| Currency, Subtotal, Discount Total, Tax Total, Total | The amounts as the source reported them |
| Refunded Total | How much has been refunded so far |
| Lines | One row per item: name, category, quantity, unit price, line total and, for tickets, the event date it was for |
Orders are kept up to date by the syncs. When a source sends the same order again (an update, a late payment), Mocca updates the existing order instead of adding a second one. Editing an order by hand is possible for Sales Users and above, but the next update from the source overwrites the synced fields.
Refunds
A refund in the source system shows on the order without creating a new one:
- Refunded Total goes up by the refunded amount. It never goes above the order’s Total, and the same refund received twice is counted once.
- Status becomes
partially_refunded, orrefundedonce the whole total is refunded. - Total stays the original order total, so revenue reports can show both the gross and the refunded amounts.
Useful filters
- Source =
Shopifyand Status =paid: shop orders that were paid and not refunded. - Ordered At between two dates: sales for a period. Click Report view (top right of the list, the list icon) to add a Group By on Source with a sum of Total.
- Contact = a person’s name: everything that person bought.