Unshipped Order Details Slide Out | View and Edit

ShippingEasy makes it easy to see your order data. You can find all your unshipped orders on the ORDERS page. Click on any part of the order line to open the Order Details slide out.

The Order Details are split into four sections and the Buy Label button:

  1. Order Details: Edit the Ship From, the Recipient, and Items.

  2. Shipment: Choose a saved Shipping Preset in the Shipping Selections drop-down, or you can select the carrier Service, Packaging, and enter the Weight and Dimensions. You can also select insurance and available shipment options.

  3. Notes: Enter or view Customer Comments, Internal Notes, or Gift Messages. Custom Fields are also available.

  4. Tags: Add or edit Order Tags.

The order details slideout shows the numbered sections. 1. Order Details 2. Shipment 3. Notes 4. Tags 5. Buy Label button. Each section can be expanded to edit

Click below to learn the available editing options in the Order Details slide out.

Order Details

If you need to change an order that has already synced to ShippingEasy, you can quickly update the order from the Order Details slide out before processing the shipment. If you are not able to make edits to the line items or recipient address, you may need to have your user permissions updated.

Click on the ODET_Closed_Carrot.png icon next to Order Details to expand that slide out section.

You will see the Ship From address, the Recipient address, the line Items of the order, and the Order Total details.

The order details slideout Order Details section expanded

Click the Edit link for the order information you want to edit.

Edit link to open the modal is marked

Ship From

Change the Ship From address from your order. This is the address that will appear on the label. Addresses can be added in SETTINGS >> SHIP FROM ADDRESSES.

ODET_ShipFrom_Selections.png

Click the Update Order button once your selection has been made.

The update Order button is marked

Recipient

Edit the recipient's address or add an email address for shipment confirmation emails.

The order details slideout shows the edit address modal.

Click the Update Order button once the changes are complete.

The update Order button is marked

Item

Change the item information in the order. This can be adding or removing an item or changing the Item Name, Quantity, Weight, and Price.

  • Item SKUs cannot be edited.

  • Display Product Options must be turned on in your store settings to display the Product Options. Learn more about enabling Product Options in your Store Settings.

  • Editing the Total (price) of an item is possible, but this will not update the $Total on the ORDERS page or the {{shipment.total_paid}} variable on Packing Slips or Email templates.

    Due to the differences in how each platform treats an item’s cost (with and without tax), we are not currently able to re-total the whole shipment order amount.

The edit items modal

Editing Order Line Items May Prevent the Order from Updating to Shipped Status

When ShippingEasy sends a notification to your store to mark an order as Shipped, we will match the shipment order details with the original order details listed in your store.

If you change the order information, the shipment order details will no longer match the original order details listed in your store, so the order may not be marked as shipped.

Shipment

The Shipment section is automatically expanded when you view the Order Details slide out. You will see the open ODET_Open_Carrot.png icon.

In this section, you can edit:

  1. Shipping Selection: Select a Shipping Preset to use or edit the shipping preset.

  2. Service: Choose one of your connected carriers to change the service or browse rates.

  3. Packaging: Choose from the selected carrier package options or a standard "Package" option.

  4. Weight: Edit the weight of an order synced to ShippingEasy without weight or change the weight. If you have a USB scale connected via ConnectEasy, you will see the weight register from the scale. Learn how to configure a USB scale.

  5. Adjust Dimensions: Shipping dimensions are only used if you are shipping in a custom box or envelope rather than in a carrier's flat-rate packaging.

  6. Insurance: Click to add insurance using ShipSurance or from the carrier selected.

  7. Signature Confirmation: Select from the available Shipment Confirmations for your shipment.

The shipment section is numbered 1. Shipping Selection 2. Service 3. Packaging 4. Weight 5. Adjust Dimensions 6. Insurance and 7. Shipment Confirmation

Notes

ShippingEasy allows three types of notes to be added to orders: Customer Comments, Internal Notes, and Gift Messages.

  • Internal Notes: Do not display anywhere outside ShippingEasy and are meant to help organize your shipping process.

  • Gift Messages, Customer Comments: Can be pulled from your store and edited in ShippingEasy or added in ShippingEasy after your order has synced.

  • Custom Fields 1 - 3: Available for manual orders and orders from our partner LuLaRoe. Learn more about Custom Fields in ShippingEasy.

Click the text box and type in your note.

Order details slideout notes section.

Tags

Click the ODET_Closed_Carrot.png icon in the Order Details slide out to expand the Tags section.

Type the tag's name and select enter to add it to the order.

Order details tag section expanded. 'Wholesale' has been entered into the field and is marked

You can add up to 10 tags to an individual or multiple orders simultaneously.

Comments

Add a Comment

Article is closed for comments.

    Tags: