Searching, viewing, and printing orders
If you have a large number of orders, then you can sort them to make the list easier to search and manage.
View details from the orders list
When you hover your cursor over parts of the orders list, you can quickly view order details in pop-ups.
Pop-ups are available for the following columns:
- Customer
- Items
- Tags
For example, you can click a customer's name for information like customer location, number of orders, and contact information.
The icons beside your order numbers also provide extra information. For example, you can tell if there are notes or comments on the order, or if the order is at high risk of fraud. Hover your cursor over an icon to open the pop-up.
Sort your orders list
By default, your orders are listed from newest to oldest. You can also sort your orders by:
- Order number
- Date
- Customer name
- Payment status
- Fulfillment status
- Total price
For example, if you sort your orders by Total price (low to high), then the order with the lowest total price is at the top of the list. If you sort your orders by Total price (high to low), then the order with the highest total price is at the top of the list.
Steps:
From your Shopify admin, go to Orders.
To change how your orders are sorted, click Sort.
Select a sorting option.
Order filtering
From your Shopify admin, you can use filters to change which orders are displayed, and perform bulk actions on multiple orders at once. You can also filter your orders using a custom search, and save it for faster results in the future.
You can do the following with order filters:
- Filter your orders
- Filter by location
- Filter with a custom term
- Save your filters
- Use bulk actions with a filter
Filter your orders
By default, all your orders are displayed in your orders list. You can change which orders are displayed by applying filters to your list.
For example, you can use the Unfulfilled filter to view a list of all your store's unfulfilled orders. You can also combine filters to see orders that match multiple criteria. For example, you can combine the Low risk and Unpaid filters to view a list of your store's orders that are both low risk and unpaid.
You can use the following filters on your order list:
- Delivery Method: local delivery, local pickup, ship to customer
- Status: open, archived, canceled
- Payment status: authorized, paid, partially refunded, partially paid, pending, refunded, unpaid, voided
- Fulfillment status: fulfilled, unfulfilled, partially fulfilled
- Tagged with: filter by a custom order tag
- Sales channel: filter by activated sales channels
- Chargeback and inquiry status: open, submitted, won, lost, any
- Risk level: high, medium, low
- Date: in the last week, in the last month, in the last 3 months, in the last year, or custom
- Credit card: last 4 digits of the credit card
Use the default and saved filters above your orders list to quickly click and filter your orders.
Steps:
From your Shopify admin, go to Orders.
Select a filter category or click More filters.
Select filters from as many categories as you like. If you apply filters from More filters, then click Done.
From the Shopify app, go to Orders > All orders.
Tap the filter icon.
On the Filters screen, tap to select each filter that you want to add.
To remove any filters from the Filters screen, tap the
xnext to the filter name.
From the Shopify app, go to Orders > All orders.
Tap the filter icon.
On the Filters screen, tap to select filters you would like to add.
To remove any filters from the Filters screen, tap the
xnext to the filter name.
Filter orders by their location
If your store has multiple locations, then you can filter your orders by location.
Steps:
From your Shopify admin, go to Orders.
Click the down arrow next to All locations.
Select the appropriate location.
From the Shopify app, go to Orders > All orders.
Tap All locations.
Select the appropriate location.
From the Shopify app, go to Orders > All orders.
Tap All locations.
Select the appropriate location.
Filter orders using custom terms
You can use the search bar to filter your orders with a custom term. A custom term can be used as a filter on its own, or in combination with filters in the existing categories. For example, you can filter your orders by searching for a customer name, product name, SKU, order number, or country.
Steps:
From your Shopify admin, go to Orders.
In the Filter orders search bar, enter a custom term.
From the Shopify app, go to Orders > All orders.
In the Filter orders search bar, enter a custom term.
From the Shopify app, go to Orders > All orders.
In the Filter orders search bar, enter a custom term.
Save your order filters
You can save combinations of filters as a new tab on the Orders page. Use saved tabs to view your filtered lists of orders again in the future.
Steps:
From your Shopify admin, go to Orders.
After you filter your orders, click Save filters.
Enter a name for your new filters tab, and then click Save.
Click the name of the filter that you created to view your saved list of filtered orders.
The orders that appear in saved filters are updated automatically. For example, if you saved a filter for "Paid orders", then any orders that become paid are added to that group automatically.
Use bulk actions with a filter
You can sort and filter orders and then make changes to the orders using bulk actions.
For example, you might want to quickly capture funds for all orders that are pending payment. You can use bulk actions so that you don't have to open each order and manually capture funds.
Steps:
From your Shopify admin, go to Orders.
Click More actions.
Click an action.
Depending on what you choose, you might need to confirm your choice.
Print an order
You might want to produce a printed copy of an order for your own records, or to include in the box when you ship to a customer.
Steps:
From your Shopify admin, go to Orders.
From the Orders page, click the order number for the order that you want to print.
Click Print.
In the print options window, select your printer and settings and click Print.