Exporting Order Data – SHOPLINE Help Center

For easier daily order management, SHOPLINE provides the option to export picking lists, shipping lists, order details, and order reports on the Orders page, helping you quickly export the needed orders in bulk.

How to Export Orders

You can export picking lists, shipping lists, order details, or order reports based on your needs.

From your SHOPLINE admin panel, go to the Orders module.
Click Export orders at the top and choose one option from the dropdown menu: Shipping list, Picking list, Order details, and Order report.

Below are a few operations you can take during exporting.

Specifying the Export Range

You can manually specify the range of shipping lists, picking lists, order details, and order reports for export. Take exporting a picking list for example.

Current filter result: All orders within the current filtered page.
Order date: All orders within a specified date range.
Selected order: Orders that have been selected on this page (ensure you tick the desired orders beforehand in the order list).

Customizing Order Reports

When exporting order reports, you can opt to export orders that meet the filter conditions.
Additionally, you can customize the exported fields for your report by clicking Custom export field. Select the needed fields and choose to export the report in either store currency or order currency.

Viewing Export Progress

Exporting a large number of orders may take some time. The limit to the number of orders that can be exported in one batch is around 200,000 orders. If there is a large amount of data to be exported, it may be split into multiple files for export. You can check the export progress on the Bulk processing progress page, which can be accessed through the following three ways:

In the Currently exporting pop-up window, click on Bulk Processing Progress to jump to the page.
(For order reports) If you can't locate the exported documents during the exporting process, you can also click on Export order > Order report. From there, click on Export order history in the pop-up window.
Click on the avatar icon in the upper right corner, select Bulk processing progress, and go to the Bulk processing progress page to check the progress and download the report.

Notes:

Shipping lists, picking lists, and order details are exported in PDF format, while order reports are exported in Excel format. Order reports are displayed based on individual product rows. If an order contains multiple product rows, the exported file will have multiple rows.
When exporting orders in bulk, if you need to export archived orders, please ensure that you first filter them out before exporting. Archived orders are hidden by default in the order list.
Please note that currently, exporting orders will be queued based on your export needs. Exporting order data in bulk may take a longer time.

Order Report Field Definitions

Order reports are exported as Excel files, and column names appear in the same language as your admin panel: Chinese if your admin panel is set to Chinese, and English for all other languages. The tables below follow the section headers in the first row of the report and explain what each column contains, so you can check orders, reconcile payments, or analyze sales data.

Note:

Each row in the report represents one product in an order. If an order contains multiple products, it takes up multiple rows. The order number, order ID, and order date repeat on every row, while order-level information, such as order status, order amounts, payment, and shipping, appears only on the first row of each order.
Columns with "1–5" in their names can show up to five entries of the same type. For example, if a customer uses two discount codes on one order, they appear in discountCode 1 and discountCode 2. If there's no relevant information, the column is blank.
Status values, such as order status and payment status, also follow your admin panel language.
Amounts are shown in your store currency by default. If you export in order currency and the order has complete checkout currency information, amounts are shown in the currency the customer used at checkout.
Dates and times, such as the order date and payment date, are shown in your store's time zone.
If you choose specific fields with Custom export field, the report only includes the columns you selected.

Order Base Info Columns in Order Reports

Column	Description
Order number	The order number shown in your admin panel.
Order ID	A unique ID the system generates for each order.
Po Number	Available on the Enterprise plan. When B2B customers check out with a company account, they can optionally enter their company's purchase order number, which then appears in this column.
Order date	The date and time the order was placed.
Sales channel	The sales channel the order came from, such as Online Store, POS-Point of Sale, Live Shopping, or Messages.
Create source	Shows whether the order was converted from a draft order. Orders converted from a draft order show Draft Order. This column is blank for orders that customers place directly, such as through your online store.
Create employee	The name of the staff member or sales associate who created the draft order. Only draft orders may show a value. This column is blank if no creator was recorded or if the creator can't be matched to a staff account.
Order status	The current status of the order, which is either Processing or canceled. To check whether an order is archived, see the Archive? column.
Archive?	Whether the order is archived: Yes means it's archived, and No means it isn't.
Order tags	Tags you've added to the order, shown in the format ["Tag name"].
(Your metafield name)	If you've set up order metafields and selected them when exporting, the report shows up to five metafields in the order they were set up. Each column is named after the metafield. Any content beyond 1,000 characters is cut off.

Product Columns in Order Reports

Column	Description
Product name	The name of the purchased product.
Product's SKU (sales number)	The SKU of the purchased variant.
Product's Barcode (sales number)	The barcode of the purchased variant.
Product tags	Tags you've added to the product, separated by commas.
Product link	The URL of the product page.
Option Name 1–5	The name of each product option, such as "Color" or "Size." Each product can have up to five options, shown in order from 1 to 5.
Option Value 1–5	The option the customer selected, such as "Black" or "M."
customAttribute	Details customers entered through apps such as product customization. Only customization fields you've allowed to be exported appear here. Uploaded files appear as "Name: link," other fields appear as "Name: entered value," and multiple entries are shown on separate lines. Delivery times selected through delivery scheduling apps don't appear in this column.
Selling price	The unit price you set for the product, before any discounts. The compare-at price isn't included in the report.
Final price	The average price per item after discounts.
Final price(Line)	The total for this line after all product discounts: Selling price × Quantity − Total discount(Line). Because discounts are spread across individual items, rounding may cause this amount to differ slightly from Final price × Quantity. Use this column when reconciling.
Single Discount Price	The discount applied to each item, which includes: Manual product discounts: Discounts you set on products in a draft order, or apply with Edit products after the order is placed. App-based item discounts: Gifts from gift campaign apps (counted at the gift's original selling price), add-on deals from bundle apps on the product or cart page, flash sale discounts, and presale discounts. For example, if a product priced at 999 is given away as a gift, this column shows 999 and Final price shows 0.
Total discount(Line)	The total discount applied to this line: Single Discount Price × Quantity + other discounts applied to this line. Other discounts include automatic product discounts and discount codes set up in Discounts, as well as bundle app deals other than add-on deals (such as manual bundles, gift boxes, and repurchase incentives).
Quantity	The number of items purchased.
Collections	The collections the product belongs to, separated by commas.
Vendor	The brand or vendor you set for the product.

Order Amount Columns in Order Reports

Column	Description
Order subtotal	The total for all products after product discounts, excluding shipping, taxes, duties, and tips. Calculation: Order subtotal = the sum of Final price × Quantity for every item Because discounts are spread across individual items, this amount may differ slightly from the sum of each row's Final price(Line). Note that Subtotal in the financial report is the amount before discounts (Selling price × Quantity), so the two aren't the same.
Shipping	The shipping fee before discounts. If the customer used a free shipping discount code, this column shows the original shipping fee, so it may differ from what the customer actually paid for shipping.
Surcharges	Shipping surcharges for the order. These aren't product taxes or duties. If your prices include tax, this column shows the tax on shipping. If there are no surcharges, it shows 0.
Order discount total	Discounts applied to the entire order, excluding product discounts and discount codes. If there are no order-level discounts, it shows 0.
discountCode 1–5	Discount codes the customer used, including product, order, and free shipping discount codes. Up to five codes are shown.
discountCodeAmount 1–5	The amount taken off by each discount code. For free shipping codes, this shows the shipping amount waived.
discountCodeTotalAmount	The total amount taken off by all discount codes on the order, including any codes beyond the first five.
creditDeductedAmount	The amount the customer paid with points. If no points were used, it shows 0.
tip	The tip the customer added at checkout.
Taxes and fees	The tax on this line after discounts and points deductions.
Order Taxes and fees	The total product tax for the order.
Duties	The duties on this line.
Order Duties	The total duties for the order.
Discount amount	The amount the customer paid with member points when placing the order. This is usually 0 if no points were used.
Custom discount name	The description you entered when adding a manual discount to the entire order in a draft order. If none was set, this column shows Discount and Custom discount total shows 0.
Custom discount total	The manual discount you applied to the entire order in a draft order or POS.
Order discount name 1–5	The names of automatic discounts applied to the entire order (no discount code required), listed in the order they were applied. Up to five are shown.
Order discount amount 1–5	The amount taken off by each automatic discount.
adjust amount	Adjustments the system makes for rounding or order corrections. If there's no adjustment, it shows 0.
Order total	The final amount the customer needs to pay for the order. Calculation: Order total = Product amount (Selling price × Quantity) + Shipping + Surcharges + Taxes + Duties + Tip − All discounts − Points deduction + Adjustment amount All discounts include: Automatic discounts and discount codes set up in Discounts, whether they apply to products or the entire order Manual product and order discounts you apply, such as those in draft orders App-based discounts, such as flash sales and gift campaigns If discounts and points deductions add up to more than the order amount, the order total shows 0. It never goes negative. If your prices include tax, the tax is already part of the product amount and isn't counted twice. Note: The order total still shows the original amount after an order is canceled. If you use the order report to calculate sales, filter out orders with the status canceled first. This amount is calculated differently from Total Order Amount in the financial report. Total Order Amount doesn't include duties or rounding adjustments, so the two figures may not match.
Order Currency	The currency used for amounts in the report. This is your store currency by default. If you export in order currency and the order has complete checkout currency information, it shows the currency the customer used at checkout.

Payment Columns in Order Reports

Column	Description
Total payment amount	The amount the customer has actually paid, including any amount paid with gift cards. If the customer hasn't paid yet, it shows 0.
Pay Currency	The currency used for payment amounts. It follows the same rules as Order Currency.
Payment status	The current payment status: Unpaid, Paying, PayAuth (authorized), Partially paid, Paid, or Payment failed.
Payment Reference	The reference number from the payment provider. If an order has multiple payments, all reference numbers are shown. This column is blank if the customer used a payment method you set up yourself, such as cash on delivery.
Payment channel 1–5	The payment channel used for each payment. It may show the name of a payment service (such as 2C2P Cashier) or a system code: codPay for cash on delivery, customPay for a payment method you set up yourself, and Cash for cash.
Payment method 1–5	The name of each payment method, such as COD (cash on delivery), Cash, or the name of a payment method you set up yourself. If the customer paid more than once (for example, a partial payment, or a gift card combined with another method), each payment is listed in order from 1 to 5.
Payment amount 1–5	The amount of each payment.
Payment record 1–5	The transaction ID from the payment provider, in the format "Payment service name: Transaction ID." This column is blank if the customer used a payment method you set up yourself, such as cash on delivery.
Pay channel capture ID 1–5	The ID generated when the payment provider captures (actually charges) the payment. If a payment has multiple capture IDs, they're separated by commas. This column is blank if there's no capture record.
Payment date 1–5	The date and time each payment was completed. This column is blank if the customer hasn't paid yet.

Refund Columns in Order Reports

Column

Description

Refund status

The refund status of the order, which is either Partial refund or Refunded. If there's no refund, this column is blank.

Note that a fully refunded order isn't necessarily canceled. To check whether an order has been refunded, refer to this column.

Refund amount

The total amount refunded to the customer so far.

Delivery Info Columns in Order Reports

Column	Description
Shipment status	The current shipping progress: In stock (being prepared), Partial delivery, or Shipped.
Shipping name 1	The name of the shipping option used for the order, as set in your admin panel. For in-store pickup orders, this may show the store name.
Shipping method 1	The delivery method for the order: General shipping, Local delivery, In-store pickup, or Deliver to store.
Shipping name 2 / Shipping method 2	If products in the order use different shipping options, the name and delivery method of the second option appear in these columns.
Recipient's name	The recipient's name.
Recipient's phone number	The recipient's phone number.
Company	The company name entered in the shipping address.
Tax number	The tax ID entered in the shipping address. For cross-border shipments, customs uses this number to identify the recipient.
Address 1	The street name and number of the shipping address.
Address 2	Additional address details, such as a floor or apartment number.
District	The district or town in the shipping address. Whether this column has a value depends on the address format of the country or region.
City	The city, or the next administrative level, in the shipping address. The exact name and level vary by country or region.
Province / State	The state, province, or equivalent administrative area in the shipping address. The exact name and level vary by country or region.
Country/Region	The code of the country or region in the shipping address, such as US (United States) or GB (United Kingdom).
Postal code	The postal code of the shipping address.
Full address	The complete shipping address, combining Address 2, Address 1, District, City, Province / State, and Country/Region in that order.
Store name	The name of the store where the order was placed or that fulfilled the order (for example, through in-store pickup or convenience store pickup).
Store address	The address of the store where the order was placed or that fulfilled the order.
Store code	The code of the store where the order was placed or that fulfilled the order.
Tracking number	The tracking number from the carrier, which you can use to track the package. If the order has multiple packages, the tracking numbers for all packages that haven't been canceled are shown, separated by commas.

Customer Columns in Order Reports

Column	Description
Seller notes	Notes you added on the order details page. Each note appears as "Date + Note," and multiple notes are shown on separate lines.
Customer notes	What the customer entered in the notes field at checkout.
Customer ID	A unique ID SHOPLINE generates for each customer.
Customer name	The name the customer entered when placing the order.
Customer's email address	The email address the customer used when placing the order.
Total orders	The total number of orders this customer has placed in your store as of the export date. This helps you tell new customers from returning ones. Note that this number goes up as the customer places more orders, and it reflects the count on the day you export the report. For example, if a customer placed their first order in January and has placed five orders by June, exporting the report in June shows 5 in this column for all of their orders, including the one from January.
Customer's reason for canceling	The reason the customer gave when canceling the order.
Customer's phone number	The phone number the customer entered when placing the order.
Activated OR Not	Whether the customer has completed member registration: true means registered, and false means not registered. Guest checkout orders and orders imported from other channels show false.
IP	The customer's IP address when placing the order.
user_agent	The device and browser information from when the customer placed the order. This helps you see whether customers ordered on mobile or desktop, and which browser they used.
utmParameters	The UTM tracking parameters for the order, which help you see which ad or marketing campaign brought the customer to your store.
first visit landing page url	The URL of the first page the customer landed on when they first visited your store.
last visit landing page url	The URL of the page the customer landed on during their most recent visit to your store.
first interact source	Where the customer came from on their first visit to your store, such as Direct (visited your store directly), Google, Facebook, Instagram, ChatGPT, or Bing.
last interact source	Where the customer came from on their most recent visit to your store, such as Direct (visited your store directly), Google, Facebook, Instagram, ChatGPT, or Bing.

Tax Columns in Order Reports

Column	Description
Tax Name 1–5	The tax breakdown for this line, listing each tax name and rate in order (such as Taiwan Tax 10%). Up to five taxes are shown. If there are fewer than five, the remaining columns are blank.
Tax Value 1–5	The amount of each tax.

Duty Columns in Order Reports

Column	Description
Duty Name 1–5	The duty breakdown for this line, listing each duty name in order. Up to five duties are shown. Duties charged by rate also show the rate (such as Duties 3.9%), while duties charged as a fixed amount show only the name.
Duty Value 1–5	The amount of each duty.

Order Report FAQs

What's the difference between Order subtotal and Order total in the order report?

Order subtotal is the product amount after product discounts. Order total is the final amount the customer pays for the order. On top of the products, it includes shipping, taxes, and other fees, with all discounts and points deductions subtracted.

Here's how they compare:

Comparison	Order subtotal	Order total
Starting point	Final price × Quantity, with product discounts already deducted	Selling price × Quantity (before discounts), with all discounts deducted afterward
Shipping and surcharges	Not included	Included
Taxes and duties	Not included	Included (if your prices include tax, the tax is already part of the product amount and isn't counted twice)
Tips	Not included	Included
Order discounts and points deductions	Not deducted	Deducted
Adjustment amount	Not included	Included

Example: A customer buys 2 items priced at 100 USD each, with a 10 USD product discount on each item. Shipping is 30 USD, there's a 15 USD order discount, and the customer uses 5 USD in points. (Prices include tax, and there are no tips, duties, or adjustments.)

Order subtotal = 90 USD (final price) × 2 items = 180 USD
Order total = 200 USD (product amount) + 30 USD (shipping) − 20 USD (product discounts) − 15 USD (order discount) − 5 USD (points) = 190 USD

If you're reconciling from Order subtotal, don't deduct product discounts again. Product discounts are already reflected in Order subtotal, so you only need to add shipping and other fees, then subtract order discounts and points:

Correct: 180 (Order subtotal) + 30 (shipping) − 15 (order discount) − 5 (points) = 190 USD
Incorrect: 180 + 30 − 20 (product discounts) − 15 − 5 = 170 USD (product discounts are deducted twice)

Note: Because discounts are spread across individual items, reconciling from Order subtotal may leave a difference of a few cents compared with Order total.

What's the difference between Order total in the order report and Total Order Amount in the financial report?

Although the names are similar, the two are calculated differently, so the same order may show different amounts in each. Here are the main differences:

Comparison	Order total (order report)	Total Order Amount (financial report)
Duties	Included	Not included
Adjustment amount (such as rounding differences)	Included	Not included
After the order is canceled	Still shows the original amount	Updated to 0

Example: A customer places an order with 100 USD worth of products and pays an additional 10 USD in duties.

The order report shows an Order total of 110 USD, while the financial report shows a Total Order Amount of 100 USD.
If the order is canceled later, the order report still shows 110 USD, while the financial report is updated to 0 USD.

Recommendations:

For sales, refunds, and other financial data, refer to the financial report. For details, see "Finances Reports".
If you calculate amounts yourself using the order report, filter out canceled orders first, and keep in mind that Order total includes duties and adjustments.

About Shipping Lists, Picking Lists, and Order Details

Shipping lists, picking lists, and order details provide comprehensive information about orders. You can use them to pick and pack or include them in shipments for customers to check their purchased items. However, there are distinctions between these three.

Shipping Lists

Shipping lists include essential shipment information only. The shipping list page is concise and conceals customer-related details, displaying only necessary recipient information.

Example:

Picking Lists

Picking lists provide essential information for order picking, including the recipient's address and picking address, as well as product images, details, and quantities.

Example:

2.2..png

Order Details

Order details offer complete order information. In addition to the information found in the shipping list, order details include order status, payment status, customer information, product images, and other order content. If multiple discounts were applied to an order, they are also listed.

Example:

2.3.png