Viewing details from the orders list
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:
- Customer
- Items
- History
- Notes
For example, you can click a customer's name for information like customer location, and contact information. there is also a "view customer" button that will open the customer details page in the Shopify admin.
Clicking the order number will open the order details page in the Shopify admin.
Order views
Order views are created with saved filters, selected statuses, 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
- 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 become paid are added to that order view automatically.
Save changes to the current view
You can save changes to any view except the All view.
Steps:
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From the app admin, go to Orders.
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Change the filters, statuses or search text.
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Click Save.
Create a new view
You create new order views based on existing order views.
You can change the filters, statuses, and search text before or after you save to a new view.
You can save changes to any view except the All view.
Steps:
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From the app admin, go to Orders.
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On any order view, click..., and then do one of the following:
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To create a new order view based on the current order view, click Save as.
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Type a view name and click Save view .
Delete a view
You can't delete the the All order view, but you can delete any other views that you don't use.
Steps:
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From your Shopify admin, go to Orders.
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Click the order view tab that you want to delete.
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Click..., then click Delete view.
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To confirm the deletion, click Delete.
Filtering orders
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 them as order views.
Filter your orders
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
- Order Number: filter by order number
- Date: today, last 7 days, last 30 days, last 90 days, last 12 months, custom
- Fulfillment status: any, fulfilled, unfulfilled, partially fulfilled
- Payment status: authorized, paid, partially paid, partially refunded, pending, refunded, unpaid, voided
- Shopify Status: any, open, archived, cancelled
- SKU: filter by sku
- Tagged with: filter by a custom order tag
- Vendor: filter by vendor name
Steps:
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From the app admin, go to Orders.
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On any view, click Filter.
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Select a filter type from the Filter Type drop down.
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Enter a filter value in the field provided or select an option from the drop down.
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Select Search button to add the filter.
- to add another filter, select the Filter again
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Optional: save changes to the view or create a new view.
Filter orders using custom terms
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.