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Every sale your store makes becomes an order, holding what the customer bought, what they have paid, what has left your warehouse and anything your team needs to remember about it. The Orders list is where you find them. Each row carries the order’s number, who placed it, and the payment and fulfillment statuses, so the list functions as the day’s work queue: what still needs sending, and who still owes you money. Filters narrow it to either question, and an export takes the whole list out as a spreadsheet. Opening an order is where the work happens, from taking a payment to sending the goods or calling the sale off. That is covered in Processing Orders. Orders your team builds on a customer’s behalf start life somewhere else, on the Draft Orders list. See Draft Orders. To manage orders, navigate to Orders in the admin dashboard.

Reviewing Orders

The Orders list with its search box, filters and status badges The newest orders sit at the top, and the number beside Orders in the sidebar counts them. Columns adds further columns, among them PO number for the buyer’s own reference, Currency, Tags, and when the order was created or last updated. Sort orders the list by any of those columns.

Finding an Order

The search box matches an order’s number, the buyer’s purchase order number, the customer’s email address, and the first or last name on the order. Search does not look at what was bought, so to find every order holding a particular product, use the SKU filter under Add filter instead. Three filters sit beside the search box: Add filter offers more: the customer, sales channel, total, PO number, currency, seller, tags, a name on the order, a SKU, and the created or updated date. Every filter you add is kept in the page address, so a filtered list, such as everything that’s unfulfilled, can be bookmarked and returned to.

Payment and Fulfillment Statuses

Both statuses are worked out from the order itself, rather than set by hand. An order’s Payment status reflects what has been captured against its total: An order’s Fulfillment status reflects its parcels:

How to Export Orders

An export gives you your orders as a CSV file, for your accountant, a report or another system.
  1. Narrow the list first if you only want a partial export.
  2. Click Export.
  3. Choose Current filter to export what the list is showing, or All records to ignore the filter.
  4. Click Export. The file downloads, and you receive an email as well.
The file holds one row per product on an order, so an order with two different products takes two rows, and the order’s totals are repeated on each.

Order Pages

An order that has been paid and sent, showing its fulfillment, payments and summary Clicking an order’s number opens it. The heading carries the order number and its payment and fulfillment badges, the left of the page follows the life of the order card by card, and the right holds the customer, the addresses, and your team’s own notes and tags. Some cards are a record of what has happened and look after themselves. The rest are yours to change, and how to change each one is covered in Processing Orders. A marketplace order carries two more, Commission and Seller transfers, both records of what each seller is owed.

The Order Summary

The Summary card is where an order’s money is added up, alongside the record of where the order came from. Nothing in it is edited directly: every figure follows from the order itself. Rows appear only when they apply, so an order with free delivery, no promotion and no tax shows a shorter Summary than one with all three.
Adjustments is a running total of the same money the rows above it break down, so on an order with tax and no discount or fee it shows the same figure as Tax (additional). Nothing is charged twice, and the Total is right.
Payment total and Outstanding balance count only money that has been captured, so a card that is authorized but not yet captured still reads as owed. See Processing Orders.
A canceled order gains Canceled at and the staff member who canceled it, with the reason and note if they were given. A marketplace order gains Marketplace fee and Total marketplace fee, which are what the marketplace keeps rather than what the seller is paid.

Further Reading