The Orders node lists every order on the solution. It is the main working surface for order management: from here you process orders, change their states, capture payment, create shipping documents, and handle returns.
This article describes the Orders list and the actions available from it. For the concepts behind those actions – order flows, capture states, cancellations and refunds – see Order Management.
The list
Each row shows one order with these columns:
| Column | Shows |
|---|---|
| Id | The order id |
| State | The order's current order flow state, shown as a colored status label |
| Completed | The date the order was completed |
| Customer name | The customer on the order |
| Customer email | The customer's email |
| Customer company | The company on the order, if any |
| Delivery address | Where the order ships to |
| Payment method | The payment method used |
| Payment status | The gateway payment status reported by the provider |
| Price | The order total |
Search the list or apply filters to work with a subset – by order flow state, channel, customer, payment method, and so on. The filters offered are limited to the order flows that apply to orders, and the orders you see are limited to the shops you have read permission for (see Permissions). The list defaults to sorting by Completed/Modified, newest first.
Per-order actions
Click an order to open its overview, or use the row's context menu:
| Action | What it does |
|---|---|
| Edit | Open the order for editing (order lines, customer, fields). |
| Create shipping documents | Generate shipping documents for the order. |
| Register new RMA | Start a return for the order – shown only when the order is eligible. See RMA. |
| Capture order | Capture payment for a single order, where the payment method supports it. |
| Cancel order | Cancel an order that is completed but not yet captured. |
| Change flow and state | Move the order to another order flow state. |
| Go to subscription order | Jump to the subscription this order was generated from (shown when the order belongs to one). |
| Frontend receipt | Open the customer-facing receipt page for the order. |
| Delete order | Delete the order. |
| Payment info | Jump to the payment transaction details, when the order has a transaction. |
Which actions appear depends on the order – for example Cancel order only shows for a completed, uncaptured order, and Register new RMA only when a return can be registered.
Bulk actions
Select one or more orders and use the Actions menu to process them together:
- Create shipping documents for the selected orders
- Change flow and state – move all selected orders to a new state in one go (the most common way to push a batch of orders through the fulfilment process)
- Capture orders – capture the selected orders
- Delete orders
List actions
At the top of the list you can:
- New order – create an order manually in the backend.
- Export to Excel – export the current list (respecting your search and filters) to Excel. Available when an export provider is installed and the list is not empty; you choose the columns to include.
Related lists
The Orders list shows completed orders. Two related lists hold orders at other points in their lifecycle:
- Incomplete orders – orders where checkout started but payment was never confirmed.
- Carts – orders that have not yet entered checkout.