ORDERS Page - Simple and Advanced View 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.

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

Simple View

Action Buttons

ORD_SimpleView_Action_NUM.png

1. Sync

If you have a store connected, 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 when orders last synced from your store.

2. Add Orders

Process orders that were generated outside of your integrated ecommerce stores.

3. Upload Orders (CSV)

Upload orders not originating in an integrated store with this CVS upload tool. Learn how to upload orders via CSV file.

4. 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 about the READY TO SHIP page.

5. 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 how to group orders in a batch.

6. Pick & Pack

Organize your plan by printing pick lists and packing slips

7. More Options

Check one or more orders. Then apply any of these options to the orders you selected:

  • Arrange Columns

  • Split Orders

  • Split Order Items

  • Combine Orders

  • Mark as Shipped

  • Remove Orders

  • Edit Weights

  • Add Order Tags

  • Add Contact Tags

  • Rerun Shipping Rules

  • Drop Ship

  • Assign User

  • Categorize

  • Allocate Stock

  • Deallocate Stock

  • Switch to Advanced View

Allocate Stock Order Option

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

Orders List

ORD_SimpleView_OrdersList_NUM.png

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 about Instant Rates.

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 how to sort your orders.

3. Multiple Items

For orders with multiple items, simply click to expand the order and see the detail of each item. View multiple items in an order.

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. Learn more about buying labels from the ORDERS page.

Filter and Sort Options

ORD_SimpleView_FilterSort_NUM1-4.png
ORD_SimpleView_FilterSort_NUM5-6.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! Search orders from the ORDERS page.

2. Filter Toolbar

Displays the most commonly used filter options for the Simple View.

3. More Filters

Stores additional filter options for the Simple View. Learn more about filtering unshipped orders.

4. Saved Filters

Save commonly used filter selections to enable one-click filtering. Find out how to save filters.

5. Additional Filter Options

All the simple 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.

Advanced View

Actions Buttons

ORD_AdvView_ActionButtons_NUM.png

1. Sync

If you have a store connected, 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 when orders last synced from your store.

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 about the READY TO SHIP page.

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 how to group orders in a batch.

5. Pick & Pack

Organize your plan by printing pick lists and packing slips

6. Buy Labels

Option to buy labels directly from the ORDERS page. Learn how to purchase labels.

7. More Options

Check one or more orders. Then apply any of these options to the orders you selected:

  • Arrange Columns

  • Split Orders

  • Split Order Items

  • Combine Orders

  • Mark as Shipped

  • Remove Order

  • Edit Weights

  • Add Order Tags

  • Add Contact Tags

  • Rerun Shipping Rules

  • Drop Ship

  • Assign User

  • Categorize

  • Allocate Stock

  • Deallocate Stock

  • Switch to Simple View

Allocate Stock Order Option

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

Orders List

ORD_AdvView_OrdersList_NUM.png

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 about Instant Rates.

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 how to sort your orders.

3. Multiple Items

For orders with multiple items, simply click to expand the order and see the detail of each item. View multiple items in an order.

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. Learn more about buying labels from the ORDERS page.

ORD_AdvView_FilterSort_NUM1-4.png
ORD_AdvView_FilterSort_NUM5-7.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! Search orders from the ORDERS page.

2. Filter Toolbar

Displays the most commonly used filter options for the Simple View.

3. More Filters

Stores additional filter options for the Simple View. Learn more about filtering unshipped orders.

4. Saved Filters

Save commonly used filter selections to enable one-click filtering. Find out how to save filters.

5. Filter Orders

All the simple view filter options will be listed on the left sidebar when "More Filters" is selected.

6. Arrange Filters

Clicking it opens a popup window that lets you select which of the filters you want to be displayed above the list of orders.

7. Expand All

Open all of the filter selections on the left-hand side at once.

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