Orders - Advanced View - Page | Guide

ShippingEasy’s ORDERS page automatically shows all orders placed in your store, as well as any that you added manually. The ORDERS page is where you are able to review, organize, and prepare your orders for shipment.

ShippingEasy provides two modes for this page - Standard and Advanced. This guide outlines the features of the Advanced ORDERS page view. Learn more about the difference between these page modes.

Action Buttons

1. Sync

If you have a store connected, ShippingEasy will automatically sync orders from your store at regular intervals. Usually at 1 or 4 hours, depending on the platform. If you would like to see new orders sooner, select Sync. Find out more.

2. Add Orders

Add orders to the ORDERS page that were generated outside of your integrated eCommerce store:

3. Create Shipments

Select one or more orders, then click on CREATE SHIPMENT to move the order/s into the shipment process so you can start selecting rates. Learn more.

4. Group as Batch Instead of processing individual shipments and selecting a rate for each one – select multiple orders and apply a set of shipping preferences across all of them with a single selection. Learn more.
5. Pick & Pack
Organize your plan by printing pick lists and packing slips. Learn more.
6. Buy Labels
Option to buy labels directly from the ORDERS page. Learn more.
7. More Options
Check one or more orders. Then apply any of these options to the orders you selected:

"Allocate Stock"  and "Deallocate Stock" will only be visible on accounts with Inventory Management enabled.

Orders List

1. Instant Rates A collapsible column that quickly compares rates for shipping across carriers and allows you to ship right from the ORDERS page. Learn more.
2. Sort Simply click on the column you want to sort by and your orders will be sorted in ascending or descending order. Find out more.
3. Multiple Items For orders with multiple items, simply click to expand the order and see the detail of each item. Find out more.
4. Order Details View a summary of an order including your Shipment configurations: Shipping Selection, weight, dimensions, and destination details. You can review and update these fields to suit your needs. Learn more about Order Details.
For quick shipping, click Buy Label for the rate shown to the left of the button. Find out more.

Filter and Sort Options

advanced_filter_toolbar.png

advanced_view_filter_options.png

 

1. Search Orders Need to find that one particular order or a group of orders? Our easy order keyword search tool will ensure you do just that! Find search tips.
2. Filter Toolbar Displays the most commonly used filter options for the Advanced View. 
3. More Filters Stores additional filter options for the Advanced View. Learn more about filtering unshipped orders
4. Saved Filters Save commonly used filter selections to enable one-click filtering. Find out more.
5. Additional filter options All the advanced view filter options will be listed on the left sidebar when "More Filters" is selected. 
6. Expand/Collapse Open or close all of the filter selections on the left-hand side at once.

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