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Manage Order Details

In this document, you’ll learn how to find an order’s details page, what information you can find on the order details page, and how to manage some of the order’s details.

Open Order’s Details​

To open an order’s details:

  1. Go to Orders.
  2. Select one of the orders.

This opens the order’s details page.

Sections of the Order Details Page​

Order Summary​

The first section of the page shows the summary of the order, including its current status, date created, email, and payment method.

Timeline​

This section of the order details page shows a summary of the order’s history. This includes updates to the order’s status, requests for return or exchange, notes, and more.

Summary​

This section includes the summary of the items the customer purchased as well as totals related to taxes, shipping, and more.

Payment​

This section includes details related to the order’s payments and allows you to capture the authorized payment.

Fulfillment​

This section includes details related to the shipping method and fulfillment and allows you to create fulfillment.

Customer​

This section includes the customer’s details, including their shipping address.

Edit the Shipping Address​

To edit the shipping address used for an order:

  1. Open the order details page.
  2. Scroll down to the Customer section.
  3. Click on the three dotsthree dots icon.
  4. Click on Edit Shipping Address from the dropdown.
  5. This opens a new window to edit the shipping address.
  6. Once you’re done, click on the Save button.

Edit the Billing Address​

To edit the billing address used for an order:

  1. Open the order details page.
  2. Scroll down to the Customer section.
  3. Click on the three dotsthree dots icon.
  4. Click on Edit Billing Address from the dropdown.
  5. This opens a new window to edit the billing address.
  6. Once you’re done, click on the Save button.

Edit Email Address​

To edit the email address associated with an order:

  1. Open the order details page.
  2. Scroll down to the Customer section.
  3. Click on the three dotsthree dots icon.
  4. Click on Edit Email Address from the dropdown.
  5. This opens a new window to edit the email address.
  6. Once you’re done, click on the Save button.

Transfer Customer Ownership​

To change the customer that placed this order:

  1. Open the order details page.
  2. Scroll down to the Customer section.
  3. Click on the three dotsthree dots icon.
  4. Click on "Transfer ownership" from the dropdown.
  5. In the new window that opens choose the new customer to own this order.
  6. Once done, click on the Confirm button.

Add a Note​

To add a note to an order:

  1. Open the order details page.
  2. In the Timeline section, enter the note in the text input. You can also choose emojis by clicking the emojiemoji icon.
  3. Once done, click on the sendsend icon.

The note will be added and can be seen in the timeline.

Delete a Note​

Deleted notes can’t be retrieved.

To delete a note in an order:

  1. Open the order details page.
  2. In the Timeline section, find the note you want to delete from the timeline.
  3. Click on the three dotsthree dots icon next to the note.
  4. Click on Delete from the dropdown.
  5. Confirm deleting the note by clicking the “Yes, delete” button in the pop-up.

Cancel an Order​

Once an order is canceled it can’t be undone.

To cancel an order:

  1. Open the order details page.
  2. In the first section showing the order’s number, click on the three dotsthree dots at the top right.
  3. Click on Cancel Order from the dropdown.
  4. Confirm canceling the order by clicking the “Yes, confirm” button in the pop-up.