ORDERS Page - Simple vs. Advanced View | Guide

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.

ORD_More-BTN_AdvancedView_MRK.png
ORD_More-BTN_SimpleView_MRK.png

Simple View

Action Buttons

Orders page 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. 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

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

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

ORD_FS_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_Filter-Bread_AdvView_FilterSort_NUM1-4.png
ORD_Filter-DD_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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