What is the lifecycle of a BackerKit order?

Open => Locked Down => Paid OR Errored => Ready to Ship => Shipped


Open

Once a backer goes through BackerKit, their order is created in the open state.
Backers who owe additional funds but have not supplied payment info will not be able to be locked down.

In this state, a backer can:

  • Change their shipping address
  • Change their add-on order
  • Add payment information

Locked Down

An order should be locked down when you don't want the backer to change their order, for example, when you're starting to manufacture. It is good to lock down orders before you place orders or need to counts of how much you need to make, but are not ready to ship orders.

In this state, a backer can

  • Change their shipping address

In this state, a backer cannot

  • Change their add-on order

Paid and Errored

These states are for backers who have supplied additional payment info. When you charge an order, it will go from Locked Down to either Paid or Errored.

A backer will be sent an email telling them the status of their payment. If their payment failed, we will automatically attempt to charge their card once they update their payment information.

Additionally, you can go to the "Need to Charge" section on the Backer Progress page to charge individual orders.

In this state, a backer can

  • Change their shipping address
  • Update payment information if necessary

In this state, a backer cannot

  • Change their add-on order

Ready to Ship

The Ready to Ship state should be used when marking a group of backers to be fulfilled. Ready to Ship orders are guaranteed to be "good to go", so you can send out the packages for these backers with confidence. For example, if you only have a few items that are ready to be shipped, you can mark backers whose orders contain only that item as ready to ship.

You cannot mark an order as Ready to Ship if the backer requires an address, but does not have one.

In this state, a backer cannot

  • Change their shipping address
  • Change their add-on order
  • Update payment information

Shipped

Mark an order as shipped to move these backers out of the list of Ready to Ship backers that are waiting to be fulfilled.

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