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Viewing Orders

The View Orders screen is where you will access your orders. You will likely find yourself here quite a bit managing the back end of your business. To get to your orders, go to OrdersView.

The View Orders screen in the control panel

Order Views

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.

Switching between order views

The More tab contains additional views for past or completed orders.

Options found in the More tab

Custom Views

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
  • Pre-Orders
  • Order ID Range
  • Order Total Range
  • Order Date Range

1. Go to OrdersView and select Custom Views.

2. Click create a new view.

Creating 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.

Setting custom view filters

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.

Search options

Order Details

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.

Expand order buttons

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.

Expanded order showing details

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.

Example of a clickable transaction ID

IP Address

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.

Possibly Fraudulent Order

Order Source

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.

The source of each order is represented by an icon

Order Actions

To the far right of each order, you will find Actions that allow you to manipulate orders.

Order Actions Menu

Customer Groups

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.

Customer Group Name field enabled in a custom export template

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.

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 dropdown 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.

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