ORDERS Page - Simple vs. Advanced View | Guide

ShippingEasy Content Team

Updated June 05, 2024 14:34

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

ShippingEasy provides two modes for this page - Simple and Advanced.

As the names suggest, Advanced view features all the bells and whistles. It boasts every ORDERS page tool available in ShippingEasy. In contrast, the Simple view is pared down. It supplies the essential tools for managing orders and preparing shipments.

To switch between the Advanced and Simple views, click the More button at the top of the ORDERS page and select your view. Your ORDERS page will automatically refresh to display the new view.

Simple View

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 when orders last synced from your store.
2. Upload Orders (CSV)	Upload orders not originating in an integrated store with this CVS upload tool. Learn how to upload orders via CSV file.
3. 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.
4. Pick & Pack	Organize your plan by printing pick lists and packing slips.
5. 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

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

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

The orders page top action buttons are numbered.

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 when orders last synced from your store.
2. 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.
3. Pick & Pack	Organize your plan by printing pick lists and packing slips.
4. Buy Labels	Option to buy labels directly from the ORDERS page. Learn how to purchase labels.
5. 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

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.

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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Simple View

Allocate Stock Order Option

Advanced View

Allocate Stock Order Option

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