When a customer places an order through any of the sales channels you offer, it will be logged in the Orders section of your SHOPLINE admin panel. This article aims to provide you with a comprehensive understanding of how to review and manage orders using the Orders page in your SHOPLINE admin.

Understanding Orders Sections

The Orders section within the SHOPLINE admin panel is divided into three main segments: Orders, Abandoned Checkouts, and Draft order. Each of these segments is introduced below:
1-Order Sections.png

Orders: In the Orders section, you'll find details for each order displayed in the "Order list," except for archived ones.
Abandoned Checkouts: Unpaid orders are accessible in the "Abandoned Checkouts" section, where you can also send recall emails to the buyers.
Draft order: If you need to create an order on behalf of a customer, you can utilize the "Draft order" section for this purpose.

Notes:

For further information on recalling abandoned orders, please refer to the Abandoned Checkouts article.
To learn more about how to create a draft order, consult the Draft Orders article.

Order Filtering Functions

When clicking Orders, you will enter the "Order list" page, where you can review the details of every order. Utilizing the available filtering functions on this page can significantly improve your order searches and management processes, facilitating a more streamlined workflow. Commonly used filtering functions include:

Filter Tabs

To accommodate merchants' common usage habits, SHOPLINE provides several pre-set filter tabs to make order management more convenient. These default filter tabs include "To Ship," "Canceled," "Processing," and "Today's Orders." If you want to create new tabs tailored to your preferences, you can easily do so by configuring the filter conditions, clicking +, naming the new tab, and clicking Save.
2-1-Filter tabs.png

Locations

To view orders for a specific location, simply click on the location icon in the upper right corner to make your selection.

Search Bar

The search bar enables you to search for orders using various criteria such as customer name, email, address, order number, order status, tags, SKUs, and more.

Order-related Statuses

For efficient order filtering, you can utilize order-related statuses. These statuses fall into three main categories: order status, payment status, and shipment status. These status filters simplify the process of categorizing and managing your orders.

2-4-Order statuses.png

Note: To use the filter for "Order status," click More Filters > Order status, and select the order status(es) you want to view.

Type	Status	Description
Order status	Processing	The "Processing" status of an order signifies that the order is in an initial phase where it can be both processed and edited as needed.
	Canceled	When a store cancels an order, the order's status will be changed to "Canceled." A canceled order can no longer be paid for or shipped, but any funds paid by the buyer can still be refunded.
	Archived	The store has the option to archive completed orders. Once archived, these orders will no longer appear in the Order list. You can choose a filter to view archived orders and unarchive them if you wish to make them visible again.
Payment status	Unpaid	The "Unpaid" payment status indicates that the buyer's payment for the order has not been received.
	Partially paid	The "Partially paid" status is assigned when the store edits an order, and the new order amount exceeds the buyer's payment. The merchant can subsequently verify if the buyer has paid the price difference and update the payment status to "Paid," aligning the buyer's payment amount with the latest order total.
	Paid	The "Paid" status indicates that the buyer's payment for the order has been successfully received.
	Refunded	The "Refunded" status signifies that the order has been refunded, and the payment from the buyer has been fully refunded.
	Partially refunded	The "Partially refunded" status indicates that the order has been refunded, but the payment from the buyer has not been refunded in full.
	Authorized	The "Authorized" status is assigned when the payment has been completed by the customer and is awaiting confirmation from the merchant. This status is displayed only if you capture payments manually.
Shipment status	Ready to ship	All the products in the order have been prepared but have not yet been shipped.
	Shipped	All the products in the order have been successfully shipped.
	Partially Shipped	Only a portion of the products from the order has been shipped, with some products remaining to be shipped.

You can apply multiple filters simultaneously to refine the orders displayed in your list. For example, if you want to view orders that haven't been paid by a specific customer, you can search for the customer by email, click on the Payment status filter, and select Unpaid.

More Filters

If you need advanced filters for more precise order searches, simply click on More Filters to expand the filter menu. Then, select the specific filters that best match your search requirements.

Edit Columns

To enhance your order management process, you can customize your column headers according to your search preferences and usage habits. Click on Edit columns, then you can configure your search filters by checking or unchecking items and rearranging them through drag-and-drop. Once you've made your adjustments, click Update to save your changes.

Sort

The Sort filter enables you to organize orders based on criteria such as order number, order date, payment status, and more. This feature assists in swiftly adjusting the display sequence of your orders, thus enhancing your overall order management efficiency.

Analytics for Orders

On the Orders page, you can access the analytics dashboard for your orders. This dashboard provides real-time order status information, enabling you to monitor your sales performance. By reviewing this analytics data, you can gain insights into customer preferences and identify appealing promotions to enhance your sales revenue.

Today: By default, the dashboard displays today's order status, but you have the option to select "Last 7 days" or "Last 30 days."
Orders: This field displays the total number of orders within the selected time period.
Ordered products: This field displays the total count of ordered products, encompassing both products included at the time of order creation and products subsequently added through order editing.
Returned quantity: This field indicates the total count of returned products, including products returned by customers as well as products manually removed from an order.
Fulfilled orders: This field displays the count of products that have been successfully fulfilled within the selected time period.
Number of orders by referral source name: This section presents the count of orders generated by each traffic channel, excluding data where the referral source name is blank.

Orders Overview

In This Article