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Order List Views and Filters

The Orders list has saved views along the top, shown as tabs with a live count, so you can switch between sets of orders such as Unfulfilled or Unpaid with one click. Below them a search box finds orders by number, customer, or email, and you can add your own views and manage the columns. This article explains the views, the search, and the columns on the Orders list.

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The Orders list gives you saved views and a search so you can find and group orders quickly. The views sit as tabs along the top of the list, each with a live count, and the search below finds a specific order. This article explains the views, the search, and the columns.

You find these at the top of the list under Orders.

Before you begin

  • Your role includes View orders.
  • Open Orders in the admin sidebar to open the orders list.

The top of the Orders list: saved-view tabs reading All 7, Unfulfilled 5, Unpaid 4, Open 7, and Archived 1 with an add-view plus, then a search box that reads Search orders by number, customer, or email, with an add-filter plus and a Manage columns button, above the sortable column headers. (opens full size)

Along the top are the saved-view tabs, then the search box, and below them the columns of the orders table. The plus next to the tabs adds a view of your own, and the plus in the search row adds a filter.

Saved views

The tabs are saved views, each showing how many orders it holds right now:

  • All shows every order.
  • Unfulfilled shows orders that still need to ship.
  • Unpaid shows orders that have not been paid.
  • Open shows orders that are still being worked.
  • Archived shows orders you have archived and set aside.

Select a tab to switch to that set of orders. To keep a set you use often, narrow the list with a filter and then use the plus next to the tabs to save it as your own view, which you can return to with one click.

Searching and filtering

The search box finds orders by their number, the customer, or the customer's email, so you can jump to one order. The plus in the search row adds a filter that narrows the list to orders matching a condition, which you can combine with a saved view.

Columns

The orders table has columns such as the order, date, customer, total, payment status, and fulfillment status, and you can sort by a column from its header. Use Manage columns to choose which columns the table shows.

Best practices

  • Use the tabs for the sets you check often, such as Unfulfilled, rather than searching each time.
  • Save your own view when you keep applying the same filter, so it is one click next time.
  • Sort by the column that matters for the task, for example by date to work the oldest orders first.

Common mistakes

  • Forgetting which view you are in, so you miss orders that are hidden by the current tab. Switch to All to see everything.
  • Searching for an order that a tab is hiding, for example looking on Unfulfilled for an order that is already fulfilled.

Next steps

Still stuck?

More in Orders

  • Create Draft Order

    Create an order yourself for a phone, email, or in-person sale, then send an invoice, mark it paid, or save it as a draft.

  • Order Fulfillment Section

    The fulfillment card at the top of an order shows what needs to ship, where it is going, and how far along it is, with the actions to mark it fulfilled, put it in progress or on hold, and buy a shipping label.

  • Order Payment Section

    The payment card on an order reconciles what the customer owed against what they actually paid, showing the Subtotal, Tax, Total, the amount Paid, and the Net payment, along with the payment status and the Refund action.

  • Refund an Order

    Refunding an order returns money to the customer for the items you choose. On the Refund page you pick how many of each item to refund, write a reason for your own records, and set the refund method and the amount, up to the amount still available. Refunded items are removed from the order, and the refund is recorded on it. To change prices or quantities instead of returning money, edit the order rather than refunding it.

All 39 articles in Orders

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