The View Orders screen is where you will access your orders and view their details. You will likely find yourself here quite a bit managing your business. To get to your orders, go to Orders › View.
The first thing you will notice are the tabs across the top. All Orders is selected by default. They provide a quick and easy way to find orders you are looking for. They filter orders based on a specified order status or condition.
For example, if you only wanted to see newly paid for orders that have yet to be processed, you would switch the view to Awaiting Fulfillment, which indicates the customer has checked out with a successful transaction.
The More tab contains additional views for past or completed orders.
Keeping your orders organized for easier fulfillment is critical to success, especially for stores with large order volume. Custom Views allow you to sort your orders in the following manners:
- Order Status
- Payment Method
- Shipping Method
- Coupon Code used
- Order ID Range
- Order Total Range
- Order Date Range
1. Go to Orders › View and select Custom Views.
2. Click create a new view.
3. Fill out the form on the following screen to create your new view. In our example, we created a view to filter all orders shipped in 2016.
Bookmark your Custom Views in your browser for quick, easy access.
You also have the ability to search your orders with the Filter by Keyword field or by using the Search button.
You can view the particulars of any order by clicking the + icon to the left of the order. You can see the details of all orders by clicking the + icon located in the menu bar.
The first column displays the order's billing information and the second column displays its shipping information. The third column features quantities, options, charges and other details about the items included in the order.
If you are using PayPal powered by Braintree, PayPal Express Checkout, Stripe or Amazon Pay, orders will have a clickable transaction ID that will take you to your payment provider's dashboard. This allows for quick reconciliations by viewing the settled funds associated with your transactions against the payment receipts from your payment provider.
The customer's IP address is logged to determine where the order originated geographically. If an order's billing address does not match, the order is flagged as possibly fraudulent.
The source of the order is represented by an icon to the left of each entry. If you hover over these icons you will see labels like “Storefront,” “eBay,” “Mobile Device,” or even “Manual Order.” A manual order means you created the order within your control panel.
To the far right of each order, you will find Actions that allow you to manipulate orders.
You can see the customer group of an order by performing an order export with a custom export template. This information is useful for determining the percentage of orders coming from a particular group.
Create or copy a new export template and enable the Customer Group Name field under the Orders tab. See Customizing Export Templates for more information.
Changing Orders in Bulk
In addition to the action button, there is also a “Choose an action” dropdown menu at the top of the order table. It allows you to apply certain actions in bulk to multiple orders, including some not available via the action button, like:
- capture funds for selected
- export selected
- archive selected
To apply an order status or perform an action in bulk, check the box to the left of each desired order, then select an action from the Choose an Action drop-down and click Confirm.
Cancelling and archiving an order will prevent its value from being including in analytical reporting. This gives you the ability to perform some test orders without affecting your reporting data. As volume increases, archiving also becomes a useful tool for keeping your order area tidy. The status of an archived order cannot be changed, but they can be un-archived, if necessary.
Viewing Orders with Specific Products
Sometimes you may want to locate which orders contain a specific product. This can be helpful when researching upcoming sales or promotions. You can find them in the Products portion of your control panel by going to Products › View. Then, locate the product you wish to research and click on Action › View Orders.
You can search your orders by going to Orders › View and entering your query in the Filter by Keyword field, then clicking the filter icon. For more advanced search queries that let you search by a range of criteria, click the Search button or go to Orders › Search.
Planning to search for the same criteria more than once? Consider making a custom view, so that you do not need to perform the same search multiple times.
The settings in Advanced search allow you to search orders by the following criteria:
- Search Keywords — search keywords you type into this box will be used to search the order ID, billing details, shipping details, and tracking number
- Order Status — allows you to narrow your search to a particular order status
- Payment Method — allows you to narrow your search to a particular payment method you have setup in your control panel's payments area
- Order Type — allows you to narrow your search by what channel the order originated from. For example, if you are integrated with eBay, you can narrow the search to only eBay orders or only BigCommerce orders.
- Shipping Method — allows you to narrow your search to those orders that used a particular shipping type (i.e., FedEx, UPS, Flat Rate Per Order)
- Coupon Code — enter a coupon code in this box if you want to view all orders that applied that particular coupon. Only full coupon codes can be searched. Serialized coupons that may share a common prefix or suffix cannot be searched by just the common elements.
- Pre-Orders — specify whether or not to include Pre-Order items in your search, or even narrow to only Pre-Order items
- Deleted Orders — determine whether or not to include deleted orders in your search, or to only search deleted orders
Search by Range
The settings in Search by Range allow you to search orders by the following criteria:
- Order ID — specify a range of Order IDs to search from
- Order Total — specify a range of order totals to search from
Search by Date
The settings in Search by Date allow you to search orders by the following criteria:
- Date Range — allows you to narrow your search results using a specific preset date range, or define a custom date range by selecting Custom Period
- Date Type — specify if the selected Date Range applies to the date the order was placed, the “delivery/event date” specified on a product or both
Can orders be deleted?
Orders cannot be deleted through the control panel but can be using our API. See our API documentation for more information.