📚 Help Center
HomeOrder Management
← Back to Hub

Order Management

Everything you need to know about creating, managing, tracking, and fulfilling orders

On This Page

Need More Help?

Contact SupportView FAQAPI Docs

Quick Navigation

Creating OrdersViewing & ManagingOrder Status LifecycleEditing & CancelingBulk OperationsOrder Notes & CommentsAnalytics & Reports

Creating Orders

How to Create a New Order

1Navigate to Orders

From your dashboard, click on Orders in the main navigation menu, then click the Create New Order button in the top right corner.

2Enter Customer Information

Fill in the customer's shipping address details including name, street address, city, state/province, postal code, and country. Phone number and email are optional but recommended for carrier notifications.

3Add Products

Search for products by SKU or name, then specify the quantity for each item. The system will automatically check available inventory and alert you if stock is insufficient.

4Select Shipping Method

Choose from available carriers and service levels. Real-time rates are displayed for USPS, FedEx, UPS, and DHL. You can also set custom shipping preferences or use the cheapest/fastest options.

5Review and Submit

Review the order summary including products, quantities, shipping address, and selected carrier. Add any special instructions in the notes field, then click Create Order to submit.

Viewing & Managing Orders

Order Dashboard Overview

The Orders dashboard provides a comprehensive view of all your orders with powerful filtering, searching, and sorting capabilities.

Search & Filter Options

  • Search by order number, customer name, or tracking number
  • Filter by order status (pending, processing, shipped, delivered, canceled)
  • Filter by date range (today, last 7 days, last 30 days, custom range)
  • Filter by carrier or shipping method
  • Filter by fulfillment center or warehouse location

Bulk Actions

Select multiple orders using checkboxes to perform bulk operations like printing packing slips, exporting to CSV, updating status, or assigning to specific warehouses.

Order Status Lifecycle

Understanding Order Statuses

Pending

Order has been created but not yet confirmed or processed. Payment may be pending verification or inventory allocation is in progress.

Processing

Order has been confirmed and is being prepared for shipment. Warehouse staff are picking and packing the items. Estimated processing time: 1-2 business days.

Shipped

Order has been picked up by the carrier and is in transit. Tracking information is available and customers receive notification emails with tracking links.

Delivered

Order has been successfully delivered to the customer's address. Delivery confirmation and signature (if required) are recorded.

Canceled

Order has been canceled by the customer or merchant. Inventory is returned to available stock if it was already allocated. Refunds are processed according to your payment policies.

Editing & Canceling Orders

When You Can Edit Orders

Orders can only be edited while they are in Pending status. Once an order moves to Processing, modifications require canceling and creating a new order.

Editable Fields:

  • Shipping address (if not yet validated by carrier)
  • Products and quantities (subject to inventory availability)
  • Shipping method and carrier selection
  • Order notes and special instructions

How to Cancel an Order

Navigate to the order details page and click the Cancel Order button in the top right. You'll be prompted to provide a cancellation reason (optional) and confirm the action.

Important: If the order has already shipped, you cannot cancel it through the platform. Contact support to initiate a return or recall with the carrier.

Bulk Operations

Creating Multiple Orders at Once

Upload a CSV file with order details to create dozens or hundreds of orders simultaneously. This is ideal for batch processing e-commerce sales or wholesale orders.

CSV Format Requirements:

  • Required columns: order_number, customer_name, address, city, state, zip, country, sku, quantity
  • Optional columns: email, phone, shipping_method, notes
  • Multiple line items per order: repeat order_number with different SKUs
Download CSV Template

Order Notes & Comments

Internal Notes

Add internal notes visible only to your team and warehouse staff. Use these for special packing instructions, quality control alerts, or custom handling requirements.

Customer Messages

Add messages that will be included in packing slips or email notifications sent to customers. Use this for gift messages, promotional offers, or thank you notes.

Analytics & Reports

Order Performance Metrics

Access comprehensive analytics about your order fulfillment performance from the Analytics dashboard.

Key Metrics:

  • Order volume by day, week, month
  • Average time to ship (from order creation to carrier pickup)
  • Order accuracy rate (percentage of orders shipped correctly)
  • Average order value and total revenue
  • Top products and SKUs by order frequency
  • Geographic distribution of orders
View Order Analytics
← Back to Help CenterContact Support →