Orders
Find, view, and manage orders across all statuses
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Find, view, and manage orders across all statuses
Last updated
Was this helpful?
This article provides an overview of orders and the various concepts relating to orders that impact order management tasks.
All orders can be found by navigating to the Orders menu. Orders are listed from newest to oldest by default, and displayed along with their .
Choose Filters to refine the Orders List according to a wide variety of filters, including .
The Search bar field can find orders using the order number, customer name, phone, email, or any partial match or combination.
Choose to manually create a new order for a new or existing customer.
From the Orders List view, click on the order number of any order, or on View to enter the view and perform order management tasks.
Under the Actions menu the following options are available:
Export Orders Choose this option to export a CSV (comma separated value) file of the Orders List, with additional columns added including product, quantity, source attribution, payment methods, and more. You can also create custom with the option to enable them on exports.
Export Order Line Items Choose this option to export a CSV (comma separated value) file of the Orders List broken down by individual order in each order, listed on separate rows. This export also includes extended data per line item such as product, quantity, source attribution, payment methods, and more.
Delete Test Orders Choose this option to bulk remove data from the Orders List. This is helpful to clean up your Orders List after performing tests on new campaigns, funnels, or order management workflows.