This guide will focus on getting the most out of the orders page to make order management easier and more effective.
Video Walkthrough
If you prefer, feel free to watch the short video that covers the information in this section and follow along on your account:
Step By Step Guide:
The most important feature on the orders page is the Global Search Bar in the top right of the app. It’s on every page of the app, and can be used to locate orders within the app wherever they are. You can search by name, order number, tracking number, or email.
Display Columns
We recommend taking a look at the columns displayed by default. The green bar lists the columns, which can be customized by clicking the “arrange columns” button.
Just drag and drop from one side to the other, or click the arrow to move it:
One column that we recommend keeping is the order number column, because clicking on the order number opens the order details, where you can see information like the address, product images, and the event log, which lets you see where the order came from and if any rules were applied:
Filters
On the left side of the page are the filters, where you can adjust which orders display on the screen. Click a filter to open it and apply it, then you can save the filter with the “save view” button, and easily access that filter configuration later:
At the very bottom of the filters, you can adjust how many orders display on this page at a time, with the most being 200:
Splitting Orders
If you want to combine or split orders, that is done from the “More” drop down at the top of the page:
To Split an order, click “Multiple Items” in the Item Name column next to the order:
Uncheck the items in the order you want to split out:
Then click “Split Order” from the “More” drop down:
Combining Orders
There are 2 ways to combine orders from the “More” drop down, Selected, and All with Same Recipient:
Selected will combine any orders selected that have the same recipient. You can turn on the Recipient filter to make it easy to find duplicates:
Select any orders with the same recipient you want to combine, then select More -> Combine -> Selected, and confirm the Address when prompted:
To combine all orders that share the same recipient at the same time, just select “All with Same Recipient” and confirm:
Further Reading
Check out these links for more in-depth information about the orders page:
What Options do I have for Filters on the Orders Page?
How to Set up Saved Filter Views
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