The View Orders screen is where you will access your orders and view their details. You will likely find yourself here quite a bit while 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
Go to Orders › View and select Custom Views. Click create a new view.
Fill out the form on the following screen to create your new view.
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, or you can expand the details for all orders on the page by clicking the + icon located in the menu bar at the top.
The first column displays the order's billing information, the type of payment used, the transaction ID, tax method (e.g. Manual, AvaTax), and the date/time the order was placed.
The second column shows the order's shipping information, such as the shipping method, shipping cost, and date the order was shipped (determined by the Ship Items action). It will also show any custom account fields added to the checkout page. See Adding and Editing Fields in the Account Signup Form for more 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, Manual Order, or even Checkout API. A manual order means you created the order within your control panel. A checkout API order means that the order came in through the Checkout API. See our developer documentation to learn more.
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. Enable the Customer Group Name field under the Orders tab while editing your custom export template to display this information in your CSV orders reports.
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 included 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'll be taken to the View Orders page where you'll see only the orders containing that specific product. From here, you can view the order details or export the orders by selecting Export All.
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 — The 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
- Channel — 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)
- Fulfillment Source — allows you to narrow your search by how the order was fulfilled. For example, if you are in the Amazon FBA beta, you can narrow the search to only FBA orders.
- Guests who may be customers — filters guest orders which match the emails of registered accounts, allowing you to link guest orders to existing customer accounts.
- Coupon Code — enter a coupon code in this box to view all orders that applied that particular coupon. Only complete coupon codes can be searched. Serialized coupons that may share a common prefix or suffix cannot be searched by just their shared elements.
- Pre-Orders — specify whether or not to include pre-order items in your search, or even narrow to only products wiith pre-order availability
- 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, but they can be archived effectively removing them from the order list and analytics. Orders can be archived through the control panel and by using our API. See our API documentation for more information.
How can I narrow down my search results when I'm using keywords to search orders?
To narrow down your search results within a single field (such as billing details, shipping details, or order ID), try putting the specific keywords in quotes.