This tutorial will go over updating orders (either manually, or using a spreadsheet upload). To get started with this, navigate to Orders by clicking that option on the left-hand navigation bar.
Manually Edit Orders
You can click into each of the following fields to make changes to them while viewing the list of orders.
- Status (New, Billed, Paid, In Progress, Split, Shipped, Completed, Back Ordered, Canceled*, and MOAS Pending* )
- Ship Date
- Shipping Method
Use Send Shipping Confirmation to generate a shipping confirmation email for the user. An example of this can be viewed below.
You can also make this change for an individual order by clicking "edit" (pencil icon) for that specific order. Then you can update the above information along with the address information if you require it. The information that can be edited in this screen is as follows:
- Ship Method
- In-Hands Date
- Tracking Number
- Shipping Date
- Billing/Shipping Address
To add item level shipments, please see this tutorial.
Mass Edit Orders
To update multiple orders at once with their shipping information, you can click "download/update" under the Orders tab and this will initiate a spreadsheet download. Once you see the notification "Orders export for update is ready" appear, click on it to download the spreadsheet.
Then, open the spreadsheet an make the updates you require. You have the following columns available:
A (UNEDITABLE): Order Number - The number for the order placed. You can remove rows if they are not needed.
B: Order Status - Can be any of the following: New, Billed, Paid, In Progress, Shipped, Completed, Back Ordered, and Canceled.
C: Tracking Number - This allows you to add a tracking number to an order.
D: Shipping Date - You can input a date for when the order is shipped (MM/DD/YYYY format).
E: Shipping Method - You can keep this set as is, or change it to another available/active shipping method name in the store.
F: Send Shipping Confirmation Email - You would input "TRUE" to send the shipping confirmation email or input "FALSE" (or leave blank) to not generate this email
Once you have everything added into your spreadsheet, save it as a .csv file and go back to the Orders area in your store. Then click "download/update orders" and drop in the file from your computer that you just created. The system will notify you that it's in progress and you'll receive a notification in your browser when it's completed (or if it failed for specific rows).
Mass Print Orders
For stores create on or after 03/10/2021, you have the ability to check the box for multiple orders, then mass print these orders. If your store was create prior to this date, you may need a template/theme update to support this functionality. Please submit this request form to have our art team update your store's template/theme if you require it.
1. Navigate into Orders.
2. Check the box for multiple orders (or check the box in the column row to check all orders in view).
3. After checking the box for multiple orders, click the print icon at the top right.
Below is what you will see after clicking the print icon, and from here you can either send that to your printer OR save the file as a PDF.