Manage Orders Page


Overview

The Manage Orders page gives you quick and easy access to all your orders. On this page, you can:

    • View all orders in your Sellercloud account
    • Use search filters to show only specific orders
    • Save your filters to effortlessly repeat searches
    • Sort the orders in your search results based on different order data columns
    • Show or hide order data columns from the search results grid
    • Perform a wide range of actions on orders individually or in bulk


Page Overview

To access your orders, go to Orders > Manage Orders.

The Manage Orders page consists of three key components:

  • Search Filters – A wide range of search options that let you narrow down your search results and show only the orders you are interested in. You can save specific searches for repeat use.
  • Search Results – A list of orders that match your search criteria. You can sort it differently and even show or hide different data columns.
  • Actions – A wide range of order-related actions you can perform on one order at a time or in bulk. These actions help you manage your orders both within Sellercloud and in connected sales channels.

Search Filters

Most filters offer multiple-choice selection or allow you to enter specific values. Each subsequent choice narrows down the scope of your search results further and affects what the page displays. You can add as many filters as you like or none at all.

There are Default filters that are always displayed and Custom filters that you can display manually by clicking the Add filter button and selecting a filter from the list. To remove a custom filter from the page, click the Trash icon next to it.

After you click Search, each filter you apply gets highlighted in orange or green. If a filter is gray or not displayed at all, it’s not active. You can add or remove filters and search again at any time.

Once you have set up your filters, you can click Save View to save the search. Then, you can repeat the same search by selecting it from the Saved Views menu on the top right.

If the built-in filters are insufficient, you can contact Sellercloud Support and ask them to create custom columns for order-related information.
For a list of all filters and their descriptions, see the Filter Descriptions section of this article.

Search Results

The search results show a list of orders matching your search criteria. This list is comprised of various data columns showing order information. 

There are two levels of columns. Level 1 columns are always visible. There are also Level 2 columns – when available, you can view them by clicking the small blue arrow to the order’s left. This provides you with more information about the ordered SKUs.

You can add, remove, and even re-order data columns. Click the three dots icon on the top right and select Customize Columns.

Now you can:

  • Reorder columns by dragging them up or down in the list
  • Hide columns by clicking the Trash icons
  • Add columns by clicking Add column

Any modifications you make are automatically saved for the logged-in user. To restore the default configuration, go to Customize Columns > Reset View.

You can also sort the orders in a different order based on a specific column using the Sort by drop-down menu.

For a list of all data columns and their descriptions, see the Column Descriptions section of this article.

Actions

The Manage Orders page also offers a wide range of actions you can perform on one order at a time or in bulk. These actions help you quickly manage your orders both within Sellercloud and in connected sales channels.

The Actions icon is located on the bottom right of the page. By default, it is a green plus icon that allows you to create a new order. When you select orders from the search results by checking the boxes to their left, the icon turns blue. Once it’s blue, you can click it to perform actions on selected orders.

You can use the search engine to find a specific action quickly. Click the Star icon next to any frequently used action to pin it to the top of the actions list for quick access.

Most of these actions will display a notification at the bottom of the screen when used, telling you that a Queued Job has been created. You can click the link to the queued job to view it. Make sure to refresh the page to update the job’s Status.

For a list of all actions and their descriptions, see the Action Descriptions section in this article.

Descriptions

This section lists and defines all available elements on the Manage Orders page. This includes the search filters, the columns that display order data and sort results, and the actions you can perform on selected orders. This article lists the elements by category for your convenience.

Filter Descriptions

Refer to the lists below for all Default/Custom filters and their descriptions. 

Basic Information

KeywordShow only orders matching one or more specific strings that can include letters, numbers, and special characters. These strings can be found in the order number, SKU, shipping details, and more.
Order #Show only specific orders by order number.
Channel Order #Show only specific orders by the order number at the source channel.

This filter supports wildcard searching. Be sure to enter a single value only and that it follows this format: 123test%. The results will include channel order IDs that begin with the value entered before the wildcard (the % symbol).
CompanyShow only orders from one or more Companies.
Company GroupShow only orders from one or more Company Groups.
ChannelShow only orders from one or more sales channels.
Order StatusShow only orders with one or more Order Status values.
Order ConfirmedShow only orders that have or have not been confirmed.
Confirmed ByShow only orders confirmed by one or more Employees.
Confirmed DateShow only orders confirmed within a specific time range.
Created OnShow only orders created within a custom time range.
Created On Date RangeShow only orders created within specific predefined time ranges.
CurrencyShow only orders in one or more currencies.
User IDShow only orders matching one or more Customer IDs.
User Name Show only orders matching a specific Customer Email. The filter supports up to 30 comma-delimited values.
Users Group Show only orders matching one or more Customer Groups.
Customer Name (First-Last)Show only orders matching a specific customer name.
Customer Phone NumberShow only orders matching a specific customer phone number.
Customer InstructionsShow only orders with specific customer instructions.
Has Customer InstructionsShow only orders that have or don’t have customer instructions.
Customer Service DateShow only orders where the Customer Service Status was changed within a specific time range.
Customer Service StatusShow only orders with one or more Customer Service Status values.
Feedback ReceivedShow only orders with or without received feedback.
BlacklistedShow only orders that are or are not Blacklisted.
Business NameShow only orders whose customer matches a specific business name.
Sales RepShow only orders sold by a specific Sales Rep.
Marketing SourceShow only orders matching a specific Marketing Source.
Gift OrderShow only orders that are or are not Gift Orders.
Gift WrapShow only orders with or without gift wrapping.
Not in ChannelShow only orders that are not coming from one or more channels.
Not in CompanyShow only orders that don’t belong to one or more companies.
Order DateShow only orders whose Order Date is within a custom time range.
Order Date RangeShow only orders whose Order Date is within a specific predefined time range.
Order GroupShow only orders that are or aren’t within a specific Order Group.
Order Has NotesShow only orders with or without Notes.
Replacement OrderShow only orders that have, are, or are not Replacement Orders.
Rush OrdersShow only orders that are or are not Rush Orders.
Updated FromShow only orders updated within a custom time range.
Updated From Date RangeShow only orders updated within a specific predefined time range.
Has Fraud AlertShow only orders with or without a fraud alert.
Has Parent OrderShow only orders with or without a parent order.
Has RMAShow only orders with or without an RMA.
Link To POFilter based on the order having a link to a Purchase Order. The Was Linked or Never Linked option will load all the orders that have never been linked to PO as well as the ones that used to be linked.
PO IDsShow only orders with one or more Dropshipped POs.
Vendor Order IDShow only orders matching a specific Vendor Order ID.
Order Split TypeShow only Split Orders of a specific type.
Order Sub TypeShow only orders matching a specific Subtype.
Site CodesShow only orders coming from one or more country-specific channels, such as Amazon.de or Newegg.ca, by matching country codes.

Product Information

SKUShow only orders with one or more SKUs.
ASINShow only orders with products matching a specific ASIN.
Serial NumberShow only orders with products matching a specific Serial Number.
Back OrderShow only orders matching a specific Backorder status.
BrandsShow only orders with products from one or more Brands.
Digital ProductShow only orders with or without Digital Items.
Inventory AvailableShow only orders containing products with or without available inventory.
Inventory CountShow only orders with or without inventory counting.
KitsShow only orders with products of a specific Kit Type.
Original SKUShow only orders with one or more original SKUs.
Product GroupShow only orders with products that are or are not in specific Product Groups.
Product TypeShow only orders with products of one or more Product Types.
Shadow ProductsShow only orders with or without Shadow Products.
Single Item OrdersShow only single-item, multi-item, or multi-SKU orders.
Single SKU OrderShow only orders with a single SKU or with multiple SKUs.
ManufacturerShow only orders with products from one or more Manufacturers.
Order Item Reference IDShow only orders matching a specific Order Item ID.
Units Ordered RangeShow only orders within a specific range of ordered product units.
Unknown ProductsShow only orders with or without Unknown Products.
Is On PickListShow only orders with products that are or are not on a Picklist.
PickedShow only orders with products matching a specific picking status.
Picked On DateShow only orders with products picked within a custom time range.
Picked On Date RangeShow only orders with products picked within a specific predefined time range.
Picklist IDShow only orders with products matching a specific picklist number.
PurchaserShow only orders purchased by one or more specific Buyers.
VendorShow only orders with products purchased from one or more specific Vendors.
Qty SoldShow only orders within a specific range of sold units.
Location NotesShow only orders that contain or don’t contain specific Location notes.

Shipping Information

DomesticShow only orders that are or are not domestic.
Shipping StatusShow only orders matching one or more specific Shipping Status values.
DeliveredShow only orders that have or have not been Delivered.
Delivery DateShow only orders delivered within a specific custom time range.
Delivery StatusShow only orders matching one or more Delivery Status values.
Estimated Delivery DateShow only orders whose Estimated Delivery Date is within a specific custom time range.
Promise DateShow only orders whose Promise Date is within a specific custom time range.
Promise Date RangeShow only orders whose Promise Date is within a specific custom time range.
Street AddressShow only orders matching a specific shipping address.
Zip CodeShow only orders whose shipping address includes one or more Zip Codes.
Has Invalid Ship To InfoShow only orders that have invalid Ship To information.
Has Third Party Shipping InsuranceShow only orders with or without third-party shipping insurance.
Address Verified StatuesShow only orders with one or more Address Verification Status values.
Ship By TruckShow only orders with or without products that Ship by Truck.
Ship DateShow only orders whose Ship Date is within a custom time range.
Ship Date RangeShow only orders whose Ship Date is within a predefined time range.
Ship From WarehouseShow only orders being shipped from one or more Warehouses.
Ship TypeShow only orders matching a specific Ship Type.
Ship to StateShow only orders being shipped to one or more states.
Ship without PaymentShow only orders that are either allowed or not allowed to Ship Without Payment. The filter does not recognize whether any of the related settings are configured. It only checks the Order Status.
Shipped ByShow only orders shipped by one or more employees.
Shipped VerifiedShow only orders that have or haven’t been shipped verified with the Update Shipped Verified Status action available on the Order Details Page.
Shipped Verified OnShow only orders that have been shipped verified within a custom time range.
Shipping CarrierShow only orders assigned to one or more shipping carriers.
Shipping CountryShow only orders being shipped to one or more shipping countries.
Shipping MethodShow only orders using one or more shipping methods.
Shipping Requires Third PartyShow only orders that require or don’t require Third-Party Shipping.
Shipping SourceShow only orders matching one or more shipping sources.
Tracking NumberShow only orders matching one or more tracking numbers.
Tracking UploadedShow only orders that have or haven’t had tracking uploaded to the source channel.
Was Un ShippedShow only orders that have or have not been unshipped at some point. Set the filter to Disabled to find orders that have been unshipped.
Failed Shipped NotificationShow only orders with or without a Failed Shipped Notification.

Payment and Invoicing

DiscountShow only orders with a discount that is within a specific range.
Grand TotalShow only orders within a specific Grand Total range.
Paid via WayToPayShow only orders that have or have not been paid via Waytopay.
Payment DateShow only orders paid within a custom time range.
Payment Date RangeShow only orders paid within a predefined time range.
Payment StatusShow only orders matching one or more Payment Status values.
Payment Transaction IDShow only orders matching a specific payment transaction number.
Payment TypeShow only orders paid with a specific Payment Method.
Invoice PrintedShow only orders where an invoice has or has not been printed.
Invoice Printed DateShow only orders matching a custom invoice print time range.
Invoice TransmittedShow only orders whose invoice has been transmitted to the channel within a custom time range.
Invoice UploadedShow only orders whose invoice has or has not been uploaded to the source channel.
Credit TermShow only orders with one or more Credit Terms.

Order Processing

DropShipped OnShow only orders that have been Dropshipped within a custom time range.
Dropship Date RangeShow only orders that have been dropshipped within a predefined time range.
Dropship PO#Show only orders matching one or more dropship PO numbers.
Dropship StatusShow only orders matching one or more Dropship Status values.
Order Ack (Accept)Show only specific orders depending on whether they have been acknowledged as accepted to the source channel or not.
Order Ack (Release)Show only specific orders depending on whether they have been acknowledged as released to the source channel or not. This is usually the case when an order is canceled and will not be processed.
Ok To ProcessShow only orders matching a specific OK To Process status.
Ok To ShipShow only orders matching a specific OK To Ship status.
On Hold ReasonShow only orders matching one or more Hold reasons.
ExportedShow only orders that have or have not been marked as exported to a sales channel.
QB ExportedShow only orders that have or have not been exported to QuickBooks.
Fulfillment OptionShow only orders matching a specific fulfillment option.
Is SettledShow only orders that have or have not been Settled.
Action Request StatusShow only orders with one or more action request status values.
Action Request TypeShow only orders matching one or more action request types.
Confirmation Label PrintedShow only orders where a Confirmation Label has or has not been printed.

eBay

eBay DisputedShow only orders that are or are not disputed on eBay.
eBay User IDShow only orders belonging to a specific eBay user.

Column Descriptions

Refer to the lists below for all data columns and their descriptions. You can show or hide these columns by clicking the three dots in the top right and selecting Customize Columns. You can also sort your results based on these columns with the Sort by menu.

General Details

Order IDThe order’s unique reference number in Sellercloud, linking to the Order Details Page.
Channel Order #The order’s unique reference number on the source channel.
Ebay Selling Manager NumberThe order’s secondary unique reference number on the source channel, corresponding to the Channel Order # (2) field on the Order Details Page.
SourceThe source channel of the order.
SKUsThe SKU on the order. If the order includes multiple SKUs, only the first SKU is displayed, and there is an indicator showing how many more SKUs are on the order. This column displays a warning icon when the order contains an Unknown SKU.
QtyThe total number of product units of all SKUs on the order.
CompanyThe Company under which the order has been created.
Company LogoThe logo of the Company under which the order has been created.
Sales RepThe Employee responsible for selling the order.
VendorThe Vendor from which the items on the order were purchased.
Purchase Order IDThe unique reference number of the Dropshipped Purchase Order.
Order DateThe placement date of the order.
Created OnThe creation date of the order.

Status and Processing

Shipping StatusThe order’s Shipping Status.
Order StatusThe order’s Order Status.
DropshipThe order’s Dropship Status.
Ok To ShipThe order’s OK To Ship status.
Invoice PrintedIndicates whether the invoice has been printed or not.
Is Replacement OrderIndicates whether the order is a Replacement Order or not.
NotesIndicates whether the order has notes or not. Can be clicked to see, add, and manage customer instructions and other types of notes.
PickedIndicates whether the product has been picked or not.
PickList#The number of the Picklist used to pick the items for the order.

Customer Information

Business NameThe name of the customer’s business.
CustomerThe Customer that placed the order.
Customer InstructionsIndicates whether the order has customer instructions or not. Can be clicked to see, add, and manage customer instructions and other types of notes.

Shipping and Delivery

Promise DateThe order’s Ship-By date, which is the final date by which you need to ship the order before the channel marks it as late shipping.
Ship DateThe date when the order has been shipped.
Estimated Delivery DateThe order’s estimated delivery date.
Delivery StatusThe Delivery Status of the order.
WarehouseThe order’s Ship From Warehouse.
Ship To NameThe name of the Customer associated with the order, linked to the customer’s details page.
Destination CityThe City specified in the Shipping Address on the order.
Destination CountryThe Country specified in the Shipping Address on the order.
Destination StateThe State specified in the Shipping Address on the order.

Financial Details

Payment MethodShows the Payment Method used for the order.
Shipping TotalShows the total cost of outbound shipping. Includes refunds on shipping costs. For FBA, this includes the following types of fees: FBA Per Unit Fulfillment Fee, FBA Weight Based Fee, FBA Per Order Fulfillment Fee, Shipping Chargeback, Gift Wrap Chargeback, and Cross-Border Fulfillment Fee.
Sub TotalShows the total amount of the items before any discounts, tax, shipping, etc.
Grand TotalShows the total amount of the order, calculated as such: (Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – (Discount + Shipping Discount).

Action Descriptions

Refer to the lists below for all actions and their descriptions.

General Order Management

Add New OrderCreate a New Order.
Delete SelectedDelete any selected orders. Deleted orders can not be restored.
Export OrdersExport Orders by using a General Format, an Export Mapping Tool, or a Plugin.
Update Order StatusUpdate multiple order statuses: Order Status, OK to Process, OK To Ship, Rush Status, Invoice Printed, QB Exported, Exported, Is Confirmed, and Channel Notified For Shipping. You can also update these statuses with individual actions.
Add Internal NotesAdd a General order note.
Send EmailsSend an email to the customer. Optionally, you can use Email Templates.
Add to Credit MemoAdd the selected orders to a new or existing Credit Memo.
Add Orders to GroupAdd the selected orders to a new or existing Order Group.
Merge OrdersMerge all selected orders. Only eBay, Wholesale, and Local Store orders can be merged. Orders with different User IDs (email addresses) or Ship To addresses will not merge, and the Queued Job will skip them. To revert a merge, use the Split Order action.
Move Orders To GroupRemove the selected orders from their current Order Group and move them to another one.
Remove Orders from GroupRemove the selected orders from a single Order Group or from all groups at once.
Set As Quote OrderTurn the selected orders into Quote Orders. To turn them back into real orders, use the Update Order Status action to update the General Status to InProcess.
Set As VoidVoid the selected orders.
Problem OrderMark the selected orders as having a problem and enter a comment about it. The Order Status will change to Problem Order. The comment will appear in the order Notes on the Order Details Page. You can find such orders quickly with the Order Status filter and update them with the Update Order Status action. You can also update them automatically with the Order Rule Engine.
Update Customer Service StatusUpdate the Customer Service Status field.
Create New POCreate a new PO for the ordered items in the selected orders.
Print Product LabelsPrint Product Labels for the ordered items using predefined methods or a plugin.
Ready To ProcessMark the selected orders as ready to process and change the Order Status to Processing.
Acknowledge Orders to ChannelSend acknowledgment for the selected orders to the source channel.
Set Confirmation Label PrintedMark the order as Confirmation Label Printed.
Set Confirmation Label not PrintedUnmark the order as Confirmation Label Printed.
Set Feedback ReceivedMark the order as Feedback Received. Execute this action once you receive order Feedback from the buyer.
Set Feedback NOT ReceivedUnmark the order as Feedback Received.
Export FeedbackExport any feedback received for the selected orders.
ReApply FBA ReturnsCheck the status of any related FBA returns and update all related information, such as received quantities and P&L.
Download Credit Memo File (812)Download EDI 812 credit memo files from the source channels of the selected orders.
Download Shipping Update File (856)Download EDI 856 shipping update files from the source channels of the selected orders.
Download Func Ack File(s) (997)Download EDI 997 acknowledgment files from the source channels of the selected orders.
Refresh Order from eBay/PaypalCheck the selected orders on eBay/PayPal and update their payment status and other related information in Sellercloud.

Shipping and Tracking

Lock Shipping MethodLock the shipping method to prevent your employees or any Sellercloud services from changing it.
Unlock Shipping MethodUnlock the shipping method to allow your employees and Sellercloud services to change it.
Use Amazon to Buy ShippingPurchase Carrier Labels for the selected orders through Amazon.
Export Shipping PackagesExport all your package details to an Excel file, making it easier to manage the selected orders externally and store various information for better order handling.
Send Tracking to ChannelSend the selected orders’ tracking information to their channel.
Ship OrdersEnter and edit the shipping details, such as Carrier, Method, Ship Date, and Tracking Number, then Ship the selected orders.
Ship Orders Without TrackingShip the selected orders without adding tracking information.
Ship Via DHShip the selected orders via D&H.
Ship Via DropShipperSend the selected orders to a drop shipper using a custom Sellercloud plugin.
Ship Via TechDataShip the selected orders via Tech Data. Tech Data is one of Sellercloud’s integrated vendors. Requires you to enable a Client Setting called Enable Ship Via TechData.
Ship Via Ingram MicroShip the selected orders via Ingram Micro. Ingram Micro is one of Sellercloud’s integrated vendors. Requires you to enable a Client Setting called Enable Ship Via Ingram Micro.
Ship Via FBAShip the selected orders Via FBA.
UnshipChange the shipping status of the order to Unshipped.
Query Shipping Delivery StatusGet the current Delivery Status from the carrier and update the orders’ Delivery Status and Delivery Date.
Override Shipping Delivery StatusOverride your orders’ package delivery status, update tracking numbers, or disconnect the Sellercloud order’s delivery status from the carrier.
Set DeliveredSet the order’s Delivery Status to Delivered and automatically set the Delivery Date to the current date.
Set Not DeliveredRevert the Delivery Status to Shipped and remove the Delivery Date.
Set Shipping Requires Third PartyMark the selected orders as requiring Third-Party Shipping.
Set Shipping Does Not Require Third PartyUnmark the selected orders as requiring third-party shipping.
Verify Shipping AddressSee the suggested shipping address, update it if necessary, and then Verify.
Allow Shipping Even Not PaidAllow the selected orders to be Shipped Without Payment.
Query Innotrac Shipment StatusCheck Innotrac to update the selected orders’ shipment status in Sellercloud. Innotrac is one of Sellercloud’s integrated vendors.
Disconnect Shipping Confirmation from Order SourcePrevent Sellercloud from automatically sending tracking information to the source channel once the selected orders are shipped.
Re-Connect Shipping Confirmation from Order SourceAllow Sellercloud to automatically send tracking information to the source channel once the selected orders are shipped.
Clear Notify Channel for Shipping Error CountResets the error count on the source channel of the selected orders, allowing Sellercloud to update the channel’s fulfillment and tracking information.
Dismiss Failure Shipping Notify AlertClear the Failed Shipped Notifications of the selected orders from the Alpha user interface’s Home page.
Mark Source Notified for ShippingSend tracking information for the selected orders to the source channel and mark the channel as updated.
Mark Source NOT Notified for ShippingUnmark the channel as notified for shipping, allowing Sellercloud to send tracking information to the source channel once the orders are shipped.

Inventory and Products

Bulk Replace SKUReplace all items on all selected orders with a single new SKU.
Check AvailabilityCheck the availability of the ordered items, confirm the quantities, and proceed with adding the items to a Vendor Central Shipping Agenda.
Link Items to POCross-dock an order by Linking To a PO.
Refresh Kit ComponentsRefresh kit component details in cases of any kit changes. This action can be performed only on unshipped orders.
View Related ProductsView the ordered items’ Related Products.
Generate Pick ListCreate a new Picklist for the order items.
Mark BackOrderMark the selected orders as Backorders.
Mark Not BackOrderUnmark the selected orders as backorders.
Recalculate BackordersRecalculate the selected backorders immediately based on the currently available product quantities.
BackOrder ReallocationEdit the backorder quantity. This is useful when you want to reallocate an order’s backordered item to fill the backorder quantity on another order and ship it immediately. Note that your changes will be overwritten when the BackOrderReCalculateService re-runs based on the quantity available and the backorder-related Client Settings.

Financial

Generate Group waytopay Payment LinkGenerate a Group Waytopay Link where the customer can pay for multiple orders at once.
Generate WayToPay Payment LinkGenerate a Waytopay Link for a Single Order where the customer can make a payment.
Receive Magento PaymentsCapture authorized payments through Magento for the selected orders.
Re-Evaluate Payment StatusCheck the selected orders’ payment status on the source channel and update their Payment Status in Sellercloud.
Refresh Payment from MagentoUpdate any order payments from Magento on the selected orders.
Refresh Payment from PaypalUpdate any order payments from PayPal on the selected orders.
Generate Statement of Account (PDF)Generate a PDF Statement of Account for the selected orders.
Generate Statement of Account (Excel)Generate a spreadsheet Statement of Account for the selected orders.
Generate P&LGenerate Profit and Loss for the selected orders.
Recalculate Order CostRecalculate the selected Orders’ Cost in cases there are changes applied.
Recalculate OrderRecalculate the selected orders’ Profit and Loss.
Export P&L AdjustmentsExport any adjustments to the selected orders’ Profit and Loss to a spreadsheet.
ReApply Settlement DataApply Settlement data to the selected orders.
Export Settlement DetailsExport settlement details for the selected orders to a spreadsheet.
Print Invoice(s) to PDFGenerate an order invoice in PDF format.
Print Invoice(s) to PDF (Internal)Generate an order invoice in PDF format that will be stored only internally.
Print Invoice(s) to PDF (WholeSale)Generate a PDF invoice for a wholesale order.
Print Invoice(s) to PDF with POGenerate a PDF wholesale invoice for the selected orders with the orders’ Channel Order # as a PO number.
Print Invoice(s) to PDF (Order Form)Generate a PDF invoice for the selected orders using a plugin.
Set Invoice PrintedMark the order invoice as printed.
Set Invoice NOT PrintedUnmark the order invoice as printed.
Mark Invoice Sent to ChannelMark the order to indicate that the invoice has been sent to the channel.
Mark Invoice Not Sent to ChannelMark the order to indicate that the invoice has not been sent to the channel.
Download ShopHQ InvoicesDownload ShopHQ invoices for selected orders from that channel.
Paypal Confirmed AddressMark the PayPal Shipping Address as confirmed.
Paypal Not Confirmed AddressMark the PayPal Shipping Address as unconfirmed.
Mark QB ExportedMark the order as exported to QuickBooks.
Mark QB Not ExportedMark the order as not exported to QuickBooks.

Dropshipping

DropshipDropship the selected orders to a vendor.
Update Dropship StatusUpdate the selected orders’ Dropship Status.
DropShip: Email POEmail any related POs to the Vendor.
DropShip: Enter TrackingEnter tracking information for the selected orders.
DropShip: Export ReportExport the selected orders’ dropship details to a spreadsheet.

Overview

Learn more about your Manage Orders page. In this article, we’ll discuss how to search for orders, customize columns, and perform actions in bulk.


Understand the Manage Orders page

When an order is created, it will appear on your Manage Orders page. Here, you can view and control your orders.

This page will display SKUs, shipping status, dropship status, customer information, payments, picklists, and much more.

Clicking the arrow next to the Order ID gives a more detailed look, including the product’s SKUsAvailable Qty, Backorder Qty, and Location.

View and search orders

Orders can be viewed by clicking on the Orders tab. Click on the Search button to display all orders.

You can filter your search results as well. Click on the Advanced Search tab to filter a search by other variables.

  • Using the Location Notes filter in Manage Orders – By default, the system will search for a matching location note of the most expensive item in the order. To enable the filter to search for matching locations of all items in the order, turn off Enable Expensive Order Item Location-based search in Client Settings.

You can save an order search for future use by selecting Save Search As from the action menu > Go. Access your saved searches from the Save Searches dropdown menu. You can also save your searches to the dashboard for easier access.


Action Menu Overview

The action menu allows you to perform various functions related to the order’s shipping status, payment, general information, status, and more.

  1. Select your orders.
  2. Choose an Action.
  3. Click Go.
You can also eliminate time spent adjusting orders individually by performing an action in bulk (e.g., Export). Checking the Select all Pages box will select all orders displayed on all pages up to the maximum allowed records.

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