Skip to content
Log inStart free

Customer Orders on the Detail Page

A customer detail page carries two order cards. The one headed Last order lists their recent orders in full, with the line items, both status badges, and the buttons that open the whole history or start a new sale. Below it, Draft orders lists the drafts made for that customer, which are not sales until they are completed.

Updated
Reading time
5 min
On this page

When you open a customer to answer a question about something they bought, two cards in the main column of their detail page usually hold the answer. The first is headed Last order and holds the orders they actually placed. The second, Draft orders, holds the orders your staff built for them in the admin.

One thing to know before you read it: the card headed Last order does not hold only the last order. It lists the customer's recent orders, most recent first, each one complete with its line items. The heading is narrower than the card behind it, so read down rather than stopping at the first entry.

Before you begin

  • The customer has bought something. On a customer with no orders the card reads No orders yet and offers only Create order, and the Draft orders card is not shown at all until a draft exists for them.
  • Your role includes View customers and View orders, since the cards read from both. Create order opens the draft order form, so using it also needs Manage draft orders.
  • Open Customers in the admin sidebar and select the customer. Both cards sit in the main column on the left, with the Customer card beside them on the right.

The main column of a customer detail page. The Last order card lists order #1015, badged Partial Refund and Fulfilled at $624.00, placed July 24, 2026 from Online Store with two line items, then order #1012, badged Paid and Unfulfilled at $315.00 with one line item, and the View all orders and Create order buttons at its foot. Below it the Draft orders card reads 2 beside the heading and holds drafts #D19 and #D13. The Customer and Notes cards sit in the right column (opens full size)

What each order entry shows

Every entry on the card is a whole order, not a summary line.

Part What it tells you
Order number The order, for example #1015, which opens that order when you select it
Payment status A badge such as Paid, Payment Pending or Partial Refund
Fulfillment status A second badge, Fulfilled or Unfulfilled
Total What the order came to, on the right of the same line
Date and sales channel The date it was placed and where it came from, such as July 24, 2026 from Online Store
Line items Each product with its image, the variant, the quantity and the price

The two badges are independent, which is the detail worth pausing on. An order can be Paid and Unfulfilled, meaning you have the money and still owe the goods, or Payment Pending and Fulfilled, meaning the goods have gone and the money has not arrived. The second combination is the one to notice when a customer asks why they have been contacted about payment for something they already received.

The two buttons at the foot of the card

Button What it opens
View all orders The Orders overview with a filter already set to this customer, which is the complete history rather than the recent few
Create order The draft order form, with this customer already attached, for a sale you take by phone, by email or in person

Create order starts a draft, not a finished order. It opens the same form you reach from Orders > Drafts, so what you build there sits on the Draft orders card below until it is completed or paid. Create a Draft Order walks that form, and Customer Order History picks up from View all orders.

The Draft orders card

Below it sits a second card headed Draft orders, with a count beside the heading. A draft is an order your staff built in the admin, usually for a sale taken by phone or in person, rather than one the customer placed themselves.

Each row is compact: the draft number such as #D19, its date and status on one line separated by a dot, the total on the right, and a chevron that opens it. Two statuses appear on these cards, OPEN on a draft that is still waiting and COMPLETED on one that has become an order.

The Draft orders card on a customer detail page, with a count of 2 beside the heading. Draft #D19 is dated 2026-07-24 with status COMPLETED at $624.00, and draft #D13 is dated 2026-07-23, also COMPLETED, at $315.00. Each row has a chevron on the right that opens it. (opens full size)

Keeping the two cards apart matters when you are answering a customer. A draft on its own is not a sale, so an OPEN total sitting on this card is not money the customer has spent.

The total on this card is the original, not the current one

There is one difference worth knowing before you quote a figure to a customer. On an order that has been partly refunded, this card shows what the order came to when it was placed. The Orders list and the Amount Spent tile show what is left after the refund.

On the customer in the picture above, order #1015 reads $624.00 on this card and $325.00 in the filtered Orders list, and their Amount Spent of $640.00 is the two orders added up at the list figures. The wording differs too: the badge on the card reads Partial Refund where the list column reads Partially refunded. If a customer is asking what they were charged after a refund, read the Orders list rather than this card.

If something goes wrong

  • An order you expect is not on the card. Open View all orders for the complete list, since the card holds the recent ones rather than all of them.
  • The customer says they never placed an order you can see. Check whether it is on the Draft orders card, which holds orders made in the admin rather than by the customer. If that card is missing, no draft has ever been made for them.
  • A draft you completed is still on the Draft orders card. It stays there, with its status changed to COMPLETED, and the order it became appears on the Last order card above.
  • The card reads No orders yet. That customer has not bought anything. Only Create order is offered, since there is no history to open.
  • Create order gave you a draft when you wanted an order. That is what the button opens. A draft becomes an order once it is completed or paid for.
  • You cannot see the cards at all. Your role may not include View orders. Ask an owner or admin.

Next steps

Still stuck?

More in Customers

  • Customer Segments

    A segment is a saved question about your customers rather than a saved list, so its members change as they do. Tanqory gives you two ways to write that question, a query builder and a form of Field, Operator and Value filters, and this article covers both, plus the panel that starts closed, the AI Refine field and what to do when it answers with nothing, the forty-nine fields you can filter on, and everything the row menu lets you do to a segment afterwards.

  • Adding a Customer

    Creating a customer record by hand, from the Add Customer button to the saved record. Three fields are required and everything else can wait, the three marketing consents start unticked and are a record of what the customer agreed to rather than a way to opt them in, and the Save bar is on the form from the moment it opens.

  • Search the Customer List

    Finding one customer and finding a group are different jobs with different tools. The search box matches name, email and phone and nothing else, it searches inside the tab you are standing on rather than the whole store, and the thing people most often type into it, a tag, comes back as No customers found rather than as an error.

  • Customer Tags

    A tag gives a group of customers a name so it is already assembled when you need it. This article covers where tags are set, one record at a time or in bulk from the list, what a tag is actually good for once it exists, and the one thing it will not do, which is answer the search box.

All 49 articles in Customers

We use cookies

Necessary cookies keep the site working. With your permission we also use analytics and marketing cookies. Change your choice any time in Cookie settings.