Working with Orders - Searching and Viewing

When you hover your cursor over parts of the orders list, you can quickly view order details in pop-ups.

Pop-ups are available for the following columns:

• Status - Change status of order, due date, and Public/Private notes
• Due date - Add a due date, update a due date, or remove the date set
• Date - Change Status pop up
• Customer - Name, address, phone, email, and hyperlink button to Shopify Customer page
• Details - Simplified order details pop up
• Tags (OS and Shopify) - If more tags on order than max 3 shown, small pop up available for total tags

Clicking the order number will open the order details page in the Shopify admin.

Clicking "..." action button will show the following options

• View History
• Print Order
• Change Status
• Set Due Date

Order views are created by saving filters with selected statuses, filter options, and search text. Order views are displayed as tabs on the top of the Orders page. You can customize order views, and create, rename, or delete views. If you create a new order view, it's added as a new tab on the Orders page.

The following order views are the default views:

• All

In any order view except All, you can make the following changes and save them to the current view or save them as a new view:

• Select filters
• Select statuses
• Filter with a custom search term
• Select date range for filter
• Rename the view
• Delete the view

Although, you can't change or delete the All view, you can create a new view that is based on the All view.

The orders that appear in saved views are updated automatically. For example, if you saved a filter for Paid orders, then any orders that becomes paid are added to that order view automatically.

You can save changes to any view except the All view.

• From the app admin, go to Orders.

• Change the filters, statuses or search text.

• Click Save.

You can create new Saved Views based on existing Saved views by changing any filters, statuses, and search text or adding new filters before saving a new view.

• From the app admin, go to Orders.

• Select any Saved View

• Make updates to filter or search as needed

• Click "..." action button

• Select "Save as"

• Type a view name and click Save view

You can't delete the the All orders view, but you can delete any other views that you don't use.

• From your Shopify admin, go to Orders.

• Click the Saved view tab that you want to delete.

• Click "..." action button, then click Delete view.

• To confirm the deletion, click Delete.

From the app admin, you can use different types of filters to change which orders are displayed, and to perform bulk actions on multiple orders. You can also filter your orders using a custom search. To reuse filters or filter combinations, Save View allows the filter to be reused by admin only (Private View), All users (Public View), or a selection of users. View permissions can be edited from the Saved Views page.

Filters determine which orders are displayed in an order view. For example, the All view has no filters.

When you select filters, you can also combine them to see orders that match multiple criteria. For example, you can combine the Paid and Tagged With filters to view a list of your store's orders that are both paid and have a specific tag.

You can use the following filters on your order list:

• Customer Name: filter by customer name
• Customer Email: filter by customer email
• Due Date: Past Due, Due Today, Next 7 days, Next 14 days, Next 30 days, Next 60 days, and Custom
• Fulfillment status: any, fulfilled, unfulfilled, partially fulfilled
• Order Number: filter by order number
• Payment status: authorized, paid, partially paid, partially refunded, pending, refunded, unpaid, voided
• Shopify Status: any, open, archived, cancelled
• SKU: filter by sku
• Shopify Tag: filter by a Shopify order tag
• Order Status Tag: filter by an Order Status tag that has been added from the app
• Vendor: filter by vendor name
• Active this period
• Assigned To - filter by selecting the user(s) assigned to the order

1. From the app admin, go to Orders.

2. On any view, click Filter.

3. Select a filter type from the Filter Type drop down.

4. Enter a filter value in the field provided or select an option from the drop down.

5. Select Search button to add the filter.

6. to add another filter, select the Filter again

7. Optional: save changes to the view or create a new view.

You can use the search bar to filter your orders with a custom term. A custom term can be used as a filter on its own, or in combination with filters in the existing categories. For example, you can filter your orders by searching for a customer name, product name, SKU, order number, or country.

If you expect to reuse the custom search term on its own or combined with other filters, save it to a view.