Order Details

The Order Details page gives the admin the ability to view detailed information about the customers purchase. It is also the page where the admin will process the order, update shipping, payment and over status.


1. Order Status

2. User Information

3. Sold To (Billing Address)

4. Ship To (Shipping Address)

1. Details Tab (Line items in the order)

2. Shipping Tab (View and Edit shipping status of line items)

3. Transmit Order Button (Big Blue Button)

4. Vendor Transmission Settings

5. Price Summary

1. History (Order Notes)

2. Payment Information

Order Status

View the Order, Payment and Shipping Status at a glance.  

Changing the order status in the drop down will change it immediately without having to save.

The email template will be sent to the email address entered. The default options include emails tied to the system as well as the customer email, but you can type whatever you like into this field.

User Information

If the customer has created an account, their login details will show here. If a customer has not created an account, it will read "Anonymous User."

User Information

Sold To and Ship To

Sold To (Billing Address) and Ship To (Shipping Address) show you the full address of the customer that placed the order.

Details Tab (Line Items)

The line items window displays the products that are included in the order with their corresponding quantities/pricing/vendors.


Select the item you want to return using the check boxes, then use the “Return Selected Items” button to move the items into the Returns manager.


Line Item Sourcing

An extremely powerful tool is Line Item Sourcing. This feature allows you to source individual line items to different vendors that are in your system. This is especially important if you have a vendor that offers the same product and a lower cost or in the event that an item is out-of-stock from the default vendor. You can learn more about loading costs for different Vendors by Clicking Here.

By default, the product's Vendor will be selected, but you can change the selection to be a different vendor if it suits you as shown in the image below.

If you have presets (described below) or multiple accounts associated with a particular vendor in place, you would have the opportunity to select those once you have the selected the appropriate vendor.  

Vendor Transmission Settings

The vendor transmission settings are what determine the conditions of how a particular order is sent to your vendor(s).

The transmission settings will vary based on whichever vendor you have set up on your site. In the illustration below, we have two different vendors (United & SPR). Each vendor has their own unique settings so you will want to reach out directly to your vendors(s) for a detailed explanation of what each of these options do and what impact they'll have on your orders.

A preset would be an option that would contain settings that you frequently use. It can include a unique name so that it can be easily differentiated. This would come in handy if you had various account numbers with different settings. If you would like to set up presets for your site, please submit a ticket and include the corresponding details for each account number.

Any additions or changes to the vendor transmission settings would need to be handled on our end, so please submit a ticket with the necessary details.

Once you are ready to transmit the order, you can click the big blue button titled: Transmit/Send Order to Vendor for Selected Items. This will transmit the line items to your Vendor.

Order Notes and History

Public notes can be added on an order and will be viewable to the customer. Customers can see this note when viewing the order details of an order under their My Account section of the store.

Private notes are only viewable to store admins. Important Order history details are also shown in this section.

Notification and or error codes from the vendor will also be displayed here after you transmit an order. Any errors from the vendor should be handled by first contacting your vendor to verify the error code.

Public/Private note types can be deleted by clicking on the trashcan icon. System Notes cannot be deleted.

Payment Details

This section will vary based on the various payment methods that are available and that you choose to accept on your site. Please visit the Payment Methods section to learn more about setting up payments.

In the example above the customer used a credit card to place the order.

Payment Details

Add New Payment

When you need to apply a new payment method to an order, the "Add New Payment" is the way to do it. Again, depending on the payment methods you have set up on your site, the options here will vary.

Add New Payment

Shipping Tab

  1. Displays a drop down list of all available shipping methods/types. The customer selected shipping method will be the default item in the list.
  2. Enter in the tracking number for the order if applicable. This tracking number will appear on the customers order receipts.
  3. This button will create a package from the selected items.
  4. This button will actually ship the items and update the status of the order to “shipped”.
  5. Enter the ship and estimated arrival dates.
  6. This area shows you the shipped items/package.
  7. You may want to create“Suggested Packages” or suggestions on how you should ship the items ordered. You would see your manually created packages here

Supporting Documentation

For a more detailed description of the functionality of the features found in this section of the admin as well as the definitions for the terminology used, please visit the following link(s):