Order Clean-Up
Cash Orders Nobody Ships Clear Themselves
An order that nobody will ever ship still holds stock and a coupon use. Order Clean-up cancels the cash orders your team never confirmed or shipped, after the days you choose, and puts everything back.
- In every plan
- Free for 14 days
Kosha is a demo store on Mercayo. Its products, orders and customers are sample data.
In short
What It Does
Order Clean-up is off until you switch it on. Then, every 15 minutes, Mercayo looks for cash on delivery orders in your store that are:
- still waiting to ship (no live courier label),
- not paid in any part (an advance paid online protects an order),
- not marked confirmed by your team,
- and older than the days you set (7 to start with, from 1 to 30).
Each one is cancelled with the reason "Not confirmed in time". Its stock goes back on the shelf, its coupon uses are released so the code can be used again, and its history records the cancellation. If a GST invoice was issued, the credit note follows automatically.
How it works with the confirmation call:
| Clean-up | Staff Call | What Is Cancelled |
|---|---|---|
| Off | either | nothing |
| On | off | every cash order your team has not confirmed or shipped in time |
| On | on | only the orders that needed the call and still wait for it |
Online orders have their own rule: a payment not finished in time (30 minutes to start with) cancels the order and frees its stock.
What Follows an Automatic Cancellation
- A cash order cancelled by clean-up sends no bag reminder.
- An online order cancelled because it was not paid in time can get one bag reminder (when bag reminders are on), with a link to restore the bag, unless the shopper ordered meanwhile or asked not to be reminded; it counts as the first reminder, never sent twice.
- With Tell the shopper when an order expires on, either kind queues the usual order-cancelled message.
With RTO Shield
Orders that RTO Shield holds for a call are marked Unconfirmed like any order waiting for the call, so clean-up treats them the same way: a held order nobody confirms is cancelled after your days.
For your store
Why It Matters
Small teams get busy. An order nobody called about, a shopper who never picked up, an order left over from a sale weekend: each keeps a piece of stock out of your store and a coupon use counted. Worse, it sits in your To Ship list and hides the orders that matter.
Order Clean-up is a safety net with a clear rule, and you choose the rule. It never touches an order that is paid, shipped, delivered, returned or confirmed by your team, so the only orders it removes are the ones nobody was going to send.
Step by step
How It Works
Switch On Clean-Up
Open Settings → Checkout and COD, card Order Clean-up, and switch on Cancel COD orders nobody ships.
Choose the Days
Set Days before they are cancelled (7 to start with, from 1 to 30), counted from when the order was placed.
Decide Whether to Tell the Shopper
Tell the shopper when an order expires is off to start with. Switch it on to send the order-cancelled message when an order is cancelled automatically: by email and by SMS.
Confirm or Ship the Orders You Keep
Any order your team marks confirmed, or makes a courier label for, is safe: clean-up never selects it.
See What Was Cancelled
Cancelled orders stay in Orders under Cancelled, each with "Not confirmed in time" in its history, so you can always see what happened and contact the shopper if you want.
Your shoppers
What Your Shoppers See
Nothing changes for shoppers while their order is open. If an order is cancelled automatically, their order page shows it as cancelled and, if you switched the message on, they receive the usual order-cancelled email.
Settings
Settings You Control
Each one is in your admin. A new store starts with the value shown.
Mercayo
Mercayo's Controls
Mercayo's team can switch clean-up on or off for a store, or limit the days (for example no more than 14), with a reason your admin shows beside the locked setting; every change is in Mercayo's audit log. The clean-up runs on Mercayo's servers, reads your store's setting each time it runs, and never cancels the same order twice.
Limits today
Good to Know Before You Start
- It applies to cash on delivery orders only; online orders follow the separate time to pay.
- There is no list of orders that will be cancelled tomorrow.
- The shopper's order page does not say why the order was cancelled; the reason is in your admin's history.
Questions
About Order Clean-Up
Does an expired online order get a reminder?
Yes, one bag reminder when bag reminders are on, unless the shopper ordered meanwhile or asked not to be reminded. A cash order cancelled by clean-up gets none.
What about orders RTO Shield held for a call?
They are Unconfirmed orders like any other waiting for the call, so with clean-up on they are cancelled if nobody confirms them in time.
Will it cancel an order my team is about to ship?
Not once the label is made or the order is marked confirmed. Clean-up only selects orders that are still waiting, unpaid and unconfirmed after the days you chose.
What happens to the stock and the discount code?
The stock goes back on the shelf, and the code's use is released, so the code can be used again within its own limits.
Is the GST invoice cancelled too?
If the order had an invoice, a credit note is issued for it automatically, as for any cancelled order.
Does an advance paid online protect an order?
Yes. An order with any part paid online is never cancelled by clean-up.
Can I bring a cancelled order back?
No, a cancelled order stays cancelled. You can see everything it held in your admin and ask the shopper to order again.
Related
Related Features
- COD Confirmation CallMark new cash on delivery orders Unconfirmed until your team has phoned the shopper, with a warning when the shopper has refused parcels before.
- Cash on DeliveryOffer cash on delivery with your own fee, a limit on the cash a courier collects, and the PIN codes and delivery options where it is not offered.
- InventorySee on hand, held for orders and available for every variant, adjust with a reason, read the full stock history, and never sell what you do not have.
- OrdersStatus tabs, saved views your team shares, search by number, phone or name, a money summary, bulk actions, and an order page with one clear next step.
- Credit NotesWhen an invoiced order is cancelled, comes back undelivered or is refunded, Mercayo issues the GST credit note itself, once, for exactly what was taken back.
More in Cash on Delivery: Cash on Delivery · COD Confirmation Code · Part Payment for COD · COD Confirmation Call · RTO Shield
Try It on Your Own Store
Every feature is in every plan, free for 14 days.
