Sales Orders

Sales Orders is the core module for managing orders across all your connected stores. You can create orders manually or import them in bulk via Excel, then track fulfillments, generate shipping labels, and manage the full order lifecycle.

Orders List

The orders list displays all orders in a sortable, filterable table.

Columns

Views

Views let you save a combination of filters, search, and sorting as a reusable table configuration.

• Preset Views are system-provided views that appear first in the view bar. These are read-only.
• Custom Views are views you create. Click Add View, name it, apply your filters/search/sort, then click Save. Your view will appear in the view bar for quick access.

Selecting a view instantly applies all of its saved filters, search query, and sort order to the table.

Changes to filters, search, or sorting are applied live but are not saved to the view until you click Save.

Filters

Click the Add filter + button to add a filter. Multiple filters can be combined. The following filter types are available:

Each active filter appears as a badge in the filter bar. Click a badge to edit its values, or click the X to remove it.

Search

The search bar filters orders by order number, reference number, and customer name. Results update automatically as you type (with a short delay).

When using views, you can also save a search query to the current view so it’s applied automatically when you select that view. Previously saved searches appear in a dropdown for quick access.

Sorting

Click any sortable column header to toggle its sort order: ascending, descending, or no sort. Only one column can be sorted at a time.

You can also use the sort dropdown (icon button next to the filter bar) to select a column and direction. Click Reset to clear sorting.

Sorting can be saved as part of a view.

Store Selector

Use the store selector at the top to scope the entire list to a specific store.

Labels Column

The Labels column lets you manage shipping labels for individual orders directly from the list. If an order has fulfillments, you can:

• Generate Labels to create shipping labels for that order
• Download Labels to download the labels once they’ve been created

Bulk Actions

Select multiple orders using the checkboxes, then choose an action:

• Generate Labels: generate shipping labels for all selected orders (with real-time progress tracking)
• Download Labels: download all created shipping labels as a ZIP file
• Mark as Shipped: mark all selected orders as shipped

Export

You can export orders or order line items from the list using the export options.

Creating an Order

Click Create Order to open the creation modal. The process has two steps:

Step 1: Items

1. Select a store (required)
2. Browse and select items from the store’s listings
3. Set the quantity and price for each item

You must add at least one item to proceed.

Step 2: Order Details

Fill in the order information:

• Order No (required). You can auto-generate one
• Reference No (optional)
• Order Date (required)
• Fulfillment Creation Type: how fulfillments are created for this order
• Email (optional)
• Notes (optional)

Then provide the Shipping Address:

• First Name (required, or Company)
• Last Name, Company, Phone (optional)
• Address 1 (required)
• Address 2 (optional)
• Country, City, Province/State, Postal Code (required)

The Billing Address defaults to “Same as Shipping.” Uncheck to enter a separate billing address.

Bulk Import via Excel

Click Bulk Upload to import multiple orders from a spreadsheet.

Steps

1. Select a store from the dropdown
2. Download the template, a pre-formatted Excel file with headers and a sample row
3. Upload your file (.xlsx, .xls, or .csv), up to 100 rows per upload. If a single order has multiple items, include them as separate rows with the same Order No — they will be combined into one order.
4. Review and edit: the data loads into an inline grid where you can make corrections
5. Validate: run validation to check for errors. Rows are color-coded:
   • Green: valid
   • Red: has errors (expand the error panel to see details)
   • Blue: already created
6. Submit: valid rows are processed. A summary shows success and failure counts.

Template Fields

Order Details

Click on any order to open its detail page.

Unfulfilled Items

Shows items that have not yet been assigned to a fulfillment. Each item displays its thumbnail, name, SKU, unit price, quantity, and total. You can edit quantities or remove items from here.

Fulfillments

Once a fulfillment is created, it appears here with:

• Status badge and fulfillment number
• Shipping service/carrier
• Location (warehouse)
• Tracking number, a clickable link that opens our tracking page
• Fulfillment line items, the items included in this fulfillment
• Shipping labels with status (Processing, Created, or Failed) and download option

Actions available on each fulfillment (via the three-dot menu):

• Create shipping label: create a shipping label for this fulfillment (available when the fulfillment has a shipping service and packages without labels)
• Mark as shipped: mark the fulfillment as shipped
• Edit: update the location, shipping service, and line items (available when status is Submitted, Picked, or Packed, and no shipping labels have been created or are processing)
• Cancel fulfillment: cancel the fulfillment and return items to unfulfilled (available when status is not Shipped, Cancelled, or Deleted)

Note: Edit, cancel, and mark as shipped actions are only available for stores with manual fulfillment creation.

Item Price Adjustments

Per-item breakdown of:

• Taxes
• Fees (e.g., shipping fees)
• Discounts

Summary

Order-level financial summary:

• Subtotal: sum of all item prices
• Taxes: order-level taxes
• Fees: order-level fees
• Discounts: order-level discounts
• Grand Total

You can edit the summary to add or modify adjustments.

Notes

Displays the order’s reference number and any notes. Editable.

Addresses

Both Shipping Address and Billing Address are displayed in the sidebar and can be edited.

Activity Logs

A chronological log of all actions and changes made to the order.

Order Statuses

Creating a Fulfillment

From the order detail page, click Create Fulfillment to assign unfulfilled items to a new shipment. You can specify the shipping location and shipping service.

Adding Items

Use the Add Item button on the order detail page to add additional items to an existing order (only available before the order is completed).