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Orders Guide
Find, view, and manage orders across all statuses

Orders Overview

This article provides an overview of Orders and the various components relating to Orders that impact order management tasks.

Orders List View

All orders can be found by navigating to Orders, where you can apply search filters to narrow down the list to find specific orders. Orders are sorted according to their Orders Status.
Orders List View
Choose Advanced to refine the Orders List according to a wide variety of filters.

Orders List Actions

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.
    Export Order Line Items Choose this option to export a CSV (comma separated value) file of the Orders List broken down by individual Line Items per row in each order. 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 Test Orders 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.

Order Details View

Order Details provides a full overview of all information available for an order and associated events for a full view of an order’s life cycle.

Items Ordered

All items in the order are summarized in the Items Ordered table with Discounts and Shipping totalled into the order Total, including Sales Tax (if applicable).

Editing Order Line Items

After an order is placed you can edit the contents of the order for a limited amount of time. While an order is in Confirmed status, the contents of the order can still be edited. Select the checkbox under Items Ordered for the line item you wish you edit, and choose Item Actions > Update Quantity.
Refunds are not automatically processed for order quantity downgrades, so must be processed manually.
Orders in Processing status can no longer be modified. You can customize the delay before Confirmed status orders are sent to your fulfillment partner, and therefore transition to Processing status, by editing the shipping delay in Settings > Fulfillment

Status Changes

Each time the Order Status changes it is tracked in the Status Changes table.

Shipping Events

Shipping Events are logged by fulfillment integrations to log shipping events from the fulfillment center to the end destination.

Payment Events

The Payment Events table provides a log of charges, refunds, disputes related to the order for full payments visibility.

Shipping Details

Inside the Shipping tab is a full breakdown of the shipping details for the order such as:
    Shipping Method
    Shipping Charges
    Shipping Address & Phone

Payment Details

Inside the Payment tab is a full breakdown of the payments taken for the order and the billing address details.

Tax Details

If you are collecting sales tax on your orders, you will see the Taxes tab present on the Order Details view. From this tab you can see any sales tax collected, or refunded, for the order.

Discount Details

Inside the Discounts tab is a summary of all of the Offers and Discounts that have been applied to the order.

Source Attribution

Inside the Source Attribution tab is a full breakdown of all of the source attribution captured with the order.
Note that for sales leveraging custom integrations such as Everflow, or those created over the Admin API, Source Attribution Metadata & Events may also appear here.

Notes

Inside the Notes tab are all notes that have been added to the order throughout its life cycle.

Fraud Info

If you are using a fraud prevention service such as MaxMind minFraud in your store, you will see the Fraud Info tab appear in your Order Details view. From this tab you can see the results of the fraud scoring service, including scoring, disposition (action taken), and any enhanced data or warnings transmitted by the fraud service.

Tags

Tags can be added to orders manually, or via the API, to allow for custom segmenting of groups of orders. Tags are available in search views like the Orders List view as a custom filter (choose "Advanced").
Use the Orders by Tag report to see a breakdown of orders by all tags.

Order Statuses

Below is an overview of the Statuses that Orders transition through during the order lifecycle.
Status
Definition
Pending
This is the initial status of all orders, allowing for orders to be created but not yet confirmed or approved for fulfillment. Orders placed but not yet paid remain in Pending until payment is confirmed.
Confirmed
The Order has been confirmed and will be sent to the fulfillment partner, with a default delay of 30 minutes. This delay is configurable in your store Fulfillment settings.
Processing
The Order has been sent to the fulfillment partner for processing. For most fulfillment integrations orders can no longer be modified, nor can shipments be automatically canceled once they reach this stage.
Shipped
The Order has been marked as shipped by the fulfillment partner. For supported integrations, carrier and tracking data is returned and appended to the order, triggering a Shipment Confirmation email Notification.
Delivered
The Order has been determined to have been delivered. Note, not all fulfillment and carrier partners support a delivery confirmation event.
Canceled
The Order has been canceled. Can only cancel an order before it has shipped.

Last modified 3mo ago