Manage Orders Page

Manage Orders Page

Overview

The Manage Orders page gives you quick and easy access to all your orders. On this page, you can:

Page Overview

To access your orders, go to Orders > Manage Orders. The Manage Orders page consists of three key components:

Search Filters

Most filters offer multiple-choice selection or allow you to enter specific values. Each subsequent choice narrows down the scope of your search results further and affects what the page displays. You can add as many filters as you like or none at all. There are Default filters that are always displayed and Custom filters that you can display manually by clicking the Add filter button and selecting a filter from the list. To remove a custom filter from the page, click the Trash icon next to it.

After you click Search, each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it's not active. You can add or remove filters and search again at any time. Once you have set up your filters, you can click Save View to save the search. Then, you can repeat the same search by selecting it from the Saved Views menu on the top right.

For a list of all filters and their descriptions, see the Filter Descriptions section of this article.

Search Results

The search results show a list of orders matching your search criteria. This list is comprised of various data columns showing order information. There are two levels of columns. Level 1 columns are always visible. There are also Level 2 columns - when available, you can view them by clicking the small blue arrow to the order's left. This provides you with more information about the ordered SKUs.

You can add, remove, and even reorder data columns. Click the three dots icon on the top right and select Customize Columns.

Now you can:

Any modifications you make are automatically saved for the logged-in user. To restore the default configuration, go to Customize Columns > Reset View. You can also sort the orders in a different order based on a specific column using the Sort by dropdown menu.

For a list of all data columns and their descriptions, see the Column Descriptions section of this article.

Actions

The Manage Orders page also offers a wide range of actions you can perform on one order at a time or in bulk. These actions help you quickly manage your orders both within Sellercloud and in connected sales channels. The Actions icon is located on the bottom right of the page. By default, it is a green plus icon that allows you to create a new order. When you select orders from the search results by checking the boxes to their left, the icon turns blue. Once it's blue, you can click it to perform actions on selected orders.

You can use the search engine to find a specific action quickly. Click the Star icon next to any frequently used action to pin it to the top of the actions list for quick access. Most of these actions will display a notification at the bottom of the screen when used, telling you that a Queued Job has been created. You can click the link to the queued job to view it. Make sure to refresh the page to update the job's Status.

For a list of all actions and their descriptions, see the Action Descriptions section in this article.

Descriptions

This section lists and defines all available elements on the Manage Orders page. This includes the search filters, the columns that display order data and sort results, and the actions you can perform on selected orders. This article lists the elements by category for your convenience.

Filter Descriptions

Refer to the lists below for all Default/Custom filters and their descriptions. If you have any Order Custom Columns, they are also available as filters with different operators based on the column's data type.

General Information
Keyword Show only orders matching one or more specific strings that can include letters, numbers, and special characters. These strings can be found in the order number, SKU, shipping details, and more.
Order # Show only specific orders by order number.
Channel Order # Show only specific orders by the order number at the source channel. This filter supports wildcard searching. Be sure to enter a single value only, and that it follows this format: 123test%. The results will include channel order IDs that begin with the value entered before the wildcard (the % symbol).
Company Show only orders from one or more Companies.
Company Group Show only orders from one or more Company Groups.
Channel Show only orders from one or more sales channels.
Order Status Show only orders with one or more Order Status values.
Order Confirmed Show only orders that have or have not been confirmed.
Confirmed By Show only orders confirmed by one or more Employees.
Confirmed Date Show only orders confirmed within a specific time range.
Created On Show only orders created within a custom time range.
Created On Date Range Show only orders created within specific predefined time ranges. The Older than X days options only retrieve data from within the last 120 days. For example, selecting Older than 30 Days will return orders that are more than 30 days old but less than 120 days old.
Currency Show only orders in one or more currencies.
Documents Yes - show only orders that have documents attached; No - show orders that have no attached documents.
User ID Show only orders matching one or more Customer IDs.
User Name Show only orders matching a specific Customer Email. The filter supports up to 30 comma-delimited values.
Users Group Show only orders matching one or more Customer Groups.
Customer Name (First-Last) Show only orders matching a specific customer name.
Customer Phone Number Show only orders matching a specific customer phone number.
Customer Instructions Show only orders with specific customer instructions.
Has Customer Instructions Show only orders that have or don’t have customer instructions.
Customer Service Date Show only orders where the Customer Service Status was changed within a specific time range.
Customer Service Status Show only orders with one or more Customer Service Status values.
Feedback Received Show only orders with or without received feedback.
Blacklisted Show only orders that are or are not Blacklisted.
Business Name Show only orders whose customer matches a specific business name.
Sales Rep Show only orders sold by a specific Sales Rep.
Marketing Source Show only orders matching a specific Marketing Source.
Gift Order Show only orders that are or are not Gift Orders.
Gift Wrap Show only orders with or without gift wrapping.
Not in Channel Show only orders that are not coming from one or more channels.
Not in Company Show only orders that don’t belong to one or more companies.
Order Date Show only orders whose Order Date is within a custom time range.
Order Date Range Show only orders whose Order Date is within a specific predefined time range. The Older than X days options only retrieve data from within the last 120 days. For example, selecting Older than 30 Days will return orders that are more than 30 days old but less than 120 days old.
Order Group Show only orders that are or aren’t within a specific Order Group. This filter accepts multiple values.
Order Has Notes Show only orders with or without Notes.
Replacement Order Show only orders that have, are, or are not Replacement Orders.
Rush Orders Show only orders that are or are not Rush Orders.
Updated From Show only orders updated within a custom time range.
Updated From Date Range Show only orders updated within a specific predefined time range. The Older than X days options only retrieve data from within the last 120 days. For example, selecting Older than 30 days will return orders that are more than 30 days old but less than 120 days old.
Has Fraud Alert Show only orders with or without a fraud alert.
Has Parent Order Show only orders with or without a parent order.
Has RMA Show only orders with or without an RMA.
Link To PO Filter based on the order having a link to a Purchase Order. The Was Linked or Never Linked option will load all the orders that have never been linked to PO as well as the ones that used to be linked.
PO IDs Show only orders with one or more Dropshipped POs.
Vendor Order ID Show only orders matching a specific Vendor Order ID.
Order Split Type Show only Split Orders of a specific type.
Order Sub Type Show only orders matching a specific Subtype.
Site Codes Show only orders coming from one or more country-specific channels, such as Amazon.de or Newegg.ca, by matching country codes.

Product Information
SKU Show only orders with one or more SKUs.
ASIN Show only orders with products matching a specific ASIN.
Serial Number Show only orders with products matching a specific Serial Number.
Back Order Show only orders matching a specific Backorder status.
Brands Show only orders with products from one or more Brands.
Digital Product Show only orders with or without Digital Items.
Inventory Available Show only orders containing products with or without available inventory.
Inventory Count Show only orders with or without inventory counting.
Kits Show only orders with products of a specific Kit Type.
Original SKU Show only orders with one or more original SKUs.
Product Group Show only orders with products that are or are not in specific Product Groups.
Product Type Show only orders with products of one or more Product Types.
Shadow Products Show only orders with or without Shadow Products.
Single Item Orders Show only single-item, multi-item, or multi-SKU orders.
Single SKU Order Show only orders with a single SKU or with multiple SKUs.
Manufacturer Show only orders with products from one or more Manufacturers.
Order Item Reference ID Show only orders matching a specific Order Item ID.
Units Ordered Range Show only orders within a specific range of ordered product units.
Unknown Products Show only orders with or without Unknown Products.
Is On PickList Show only orders with products that are or are not on a Picklist.
Picked Show only orders with products matching a specific picking status.
Picked On Date Show only orders with products picked within a custom time range.
Picked On Date Range Show only orders with products picked within a specific predefined time range. The Older than X days options only retrieve data from within the last 120 days. For example, selecting Older than 30 days will return orders that are more than 30 days old but less than 120 days old.
Picklist ID Show only orders with products matching a specific picklist number.
Purchaser Show only orders purchased by one or more specific Buyers.
Vendor Show only orders with products purchased from one or more specific Vendors.
Qty Sold Show only orders within a specific range of sold units.
Location Notes Show only orders that contain or don’t contain specific Location notes.

Shipping Information
Domestic Show only orders that are or are not domestic.
Shipping Status Show only orders matching one or more specific Shipping Status values.
Delivered Show only orders that have or have not been Delivered.
Delivery Date Show only orders delivered within a specific custom time range.
Delivery Status Show only orders matching one or more Delivery Status values.
Estimated Delivery Date Show only orders whose Estimated Delivery Date is within a specific custom time range.
Promise Date Show only orders whose Promise Date is within a specific custom time range.
Promise Date Range Show only orders whose Promise Date is within a specific custom time range. The Older than X days options only retrieve data from within the last 120 days. For example, selecting Older than 30 days will return orders that are more than 30 days old but less than 120 days old.
Street Address Show only orders matching a specific shipping address.
Zip Code Show only orders whose shipping address includes one or more Zip Codes.
Has Invalid Ship To Info Show only orders that have invalid Ship To information.
Has Third Party Shipping Insurance Show only orders with or without third-party shipping insurance.
Address Verified Statues Show only orders with one or more Address Verification Status values.
Ship By Truck Show only orders with or without products that Ship by Truck.
Ship Date Show only orders whose Ship Date is within a custom time range.
Ship Date Range Show only orders whose Ship Date is within a predefined time range. The Older than X days options only retrieve data from within the last 120 days. For example, selecting Older than 30 days will return orders that are more than 30 days old but less than 120 days old.
Ship From Warehouse Show only orders being shipped from one or more Warehouses.
Ship Type Show only orders matching a specific Ship Type.
Ship to State Show only orders being shipped to one or more states.
Ship without Payment Show only orders that are either allowed or not allowed to Ship Without Payment. The filter does not recognize whether any of the related settings are configured. It only checks the Order Status.
Shipped By Show only orders shipped by one or more employees.
Shipped Verified Show only orders that have or haven’t been shipped-verified with the Update Shipped Verified Status action available on the Order Details Page.
Shipped Verified On Show only orders that have been shipped-verified within a custom time range.
Shipping Carrier Show only orders assigned to one or more shipping carriers.
Shipping Country Show only orders being shipped to one or more shipping countries.
Shipping Service Show only orders using one or more shipping services.
Shipping Provider Filter by the source of the shipping label. Especially useful when you are looking to find orders shipped via Buy Shipping from Amazon vs labels purchased directly from the carrier (FedEx, UPS, etc.)
Shipping Requires Third Party Show only orders that require or don’t require Third-Party Shipping.
Shipping Source Show only orders matching one or more shipping sources.
Tracking Number Show only orders matching one or more tracking numbers.
Tracking Uploaded Show only orders that have or haven’t had tracking uploaded to the source channel.
Was Un Shipped Show only orders that have or have not been unshipped at some point. Set the filter to Disabled to find orders that have been unshipped.
Failed Shipped Notification Show only orders with or without a Failed Shipped Notification.
Packages Count Select the number of packages on the order.
Your Shipping Cost Select a range for the total amount of shipping fees you are billed for.
Shipping Total Filter by the total cost of outbound shipping billed to the customer. Includes refunds on shipping costs.
Order Weight Select a range for the total Weight of orders. You can also choose between pounds (lbs), ounces (oz), kilograms (kg), and grams (g).

Payment and Invoicing
Discount Show only orders with a discount that is within a specific range.
Grand Total Show only orders within a specific Grand Total range.
Paid via WayToPay Show only orders that have or have not been paid via Waytopay.
Payment Date Show only orders paid within a custom time range.
Payment Date Range Show only orders paid within a predefined time range. The Older than X days options only retrieve data from within the last 120 days. For example, selecting Older than 30 days will return orders that are more than 30 days old but less than 120 days old.
Payment Status Show only orders matching one or more Payment Status values.
Payment Transaction ID Show only orders matching a specific payment transaction number.
Payment Type Show only orders paid with a specific Payment Method.
Invoice Printed Show only orders where an invoice has or has not been printed.
Invoice Printed Date Show only orders matching a custom invoice print time range.
Invoice Transmitted Show only orders whose invoice has been transmitted to the channel within a custom time range.
Invoice Uploaded Show only orders whose invoice has or has not been uploaded to the source channel.
Credit Term Show only orders with one or more Credit Terms.

Order Processing
DropShipped On Show only orders that have been Dropshipped within a custom time range.
Dropship Date Range Show only orders that have been dropshipped within a predefined time range. The Older than X days options only retrieve data from within the last 120 days. For example, selecting Older than 30 days will return orders that are more than 30 days old but less than 120 days old.
Dropship PO# Show only orders matching one or more dropship PO numbers.
Dropship Status Show only orders matching one or more Dropship Status values.
Order Ack (Accept) Show only specific orders depending on whether they have been acknowledged as accepted to the source channel or not.
Order Ack (Release) Show only specific orders depending on whether they have been acknowledged as released to the source channel or not. This is usually the case when an order is cancelled and will not be processed.
Ok To Process Show only orders matching a specific OK To Process status.
Ok To Ship Show only orders matching a specific OK To Ship status.
On Hold Reason Show only orders matching one or more Hold reasons.
Exported Show only orders that have or have not been marked as exported to a sales channel.
QB Exported Show only orders that have or have not been exported to QuickBooks.
Fulfillment Option Show only orders matching a specific fulfillment option.
Is Settled Show only orders that have or have not been Settled.
Action Request Status Show only orders with one or more action request status values.
Action Request Type Show only orders matching one or more action request types.
Confirmation Label Printed Show only orders where a Confirmation Label has or has not been printed.
Direct Fulfillment Label Received Values True, False, and All. Filter by whether the order has a Direct Fulfillment label.

eBay
eBay Disputed Show only orders that are or are not disputed on eBay.
eBay User ID Show only orders belonging to a specific eBay user.

Column Descriptions

Refer to the lists below for all data columns and their descriptions. You can show or hide these columns by clicking the three dots in the top right and selecting Customize Columns. You can also sort your results based on these columns with the Sort by menu. General Details
Order ID The order's unique reference number in Sellercloud. The hyperlink leads to the Order Details Page.
Channel Order # The order's unique reference number on the source channel.
Ebay Selling Manager Number The order's secondary unique reference number on the source channel. Corresponds to the Channel Order # (2) field on the Order Details Page.
Source The source channel of the order.
SKUs The SKU on the order. If the order includes multiple SKUs, only the first SKU is displayed, and there is an indicator showing how many more SKUs are on the order. This column displays a warning icon when the order contains an Unknown SKU.
Qty The total number of product units of all SKUs on the order.
Company The Company under which the order has been created.
Company Logo The logo of the Company under which the order has been created.
Sales Rep The Employee responsible for selling the order.
Vendor The Vendor from which the items on the order were purchased.
Purchase Order ID The unique reference number of the Dropshipped Purchase Order.
Order Sub Type Displays the order's Subtype (Prime, Sample, Amazon Business, etc.).
Order Date The placement date of the order.
Created On The creation date of the order.

Status and Processing
Shipping Status The order's Shipping Status.
Order Status The order's Order Status.
Dropship The order's Dropship Status.
Ok To Ship The order's OK To Ship status.
Customer Service Status An icon indicating the Customer Service Status set on the order. Hover over the icon to see the status name.
Invoice Printed Indicates whether the invoice has been printed or not.
Is Replacement Order Indicates whether the order is a Replacement Order or not.
Notes Indicates whether the order has notes or not. It can be clicked to see, add, and manage customer instructions and other types of notes.
Picked Indicates whether the product has been picked or not.
PickList# The number of the Picklist used to pick the items for the order.

Customer Information
Business Name The name of the customer’s business.
Customer The Customer that placed the order.
Customer Instructions Indicates whether the order has customer instructions or not. Click to see, add, and manage customer instructions and other types of notes.

Shipping and Delivery
Promise Date The order’s Ship-By date, which is the final date by which you need to ship the order before the channel marks it as late shipping.
Ship Date The date when the order has been shipped.
Estimated Delivery Date The order’s estimated delivery date.
Delivery Status The Delivery Status of the order.
Warehouse The order’s Ship From Warehouse.
Ship To Name The name of the Customer associated with the order. The hyperlink leads to the customer’s details page.
Your Shipping Cost The total amount of Shipping fees you are billed for.
Destination City The City specified in the Shipping Address on the order.
Destination Country The Country specified in the Shipping Address on the order.
Destination State The State specified in the Shipping Address on the order.
Weight The Shipping Weight of the order. Pulled from Order Details > Toolbox > Shipping > Shipping Details panel. This column uses the Estimated Shipping Weight for Unshipped orders.
Address Classification Indicates whether the Ship To address is Residential or Commercial.
Shipping Carrier Displays the selected Shipping Carrier (e.g., FedEx, UPS, etc.)
Shipping Service Displays the order Shipping Service (e.g., FedEx 2Day, DHL Global, etc.)

Financial Details
Payment Method Shows the Payment Method used for the order.
Shipping Total Shows the total cost of outbound shipping billed to the customer. Includes refunds on shipping costs. For FBA, this includes the following types of fees: FBA Per Unit Fulfillment Fee, FBA Weight Based Fee, FBA Per Order Fulfillment Fee, Shipping Chargeback, Gift Wrap Chargeback, and Cross-Border Fulfillment Fee.
Sub Total Shows the total amount of the items before tax, shipping, etc.
Discount Total Shows the total amount of discount applied to the order.
Grand Total Shows the total amount of the order, calculated as such: ( Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – ( Discount + Shipping Discount).

Action Descriptions

Refer to the lists below for all actions and their descriptions. General Order Management
Add New Order Create a New Order.
Delete Selected Delete any selected orders. Deleted orders can not be restored.
Export Orders Export Orders by using a General Format, an Export Mapping Tool, or a Plugin.
Update Order Status Update multiple order statuses: Order Status, OK to Process, OK To Ship, Rush Status, Invoice Printed, QB Exported, Exported, Is Confirmed, and Source Notified For Shipping. You can also update these statuses with individual actions.
Add Internal Notes Add a General order note.
Send Emails Send an email to the customer. Optionally, you can use Email Templates.
Add to Credit Memo Add the selected orders to a new or existing Credit Memo.
Add Orders to Group Add the selected orders to a new or existing Order Group.
Merge Orders Merge all selected orders. Only eBay, Wholesale, and Local Store orders can be merged. Orders with different User IDs (email addresses) or Ship To addresses will not merge, and the Queued Job will skip them. To revert a merge, use the Split Order action.
Move Orders To Group Remove the selected orders from their current Order Group and move them to another one.
Remove Orders from Group Remove the selected orders from a single Order Group or from all groups at once.
Set As Quote Order Turn the selected orders into Quote Orders. To turn them back into real orders, use the Update Order Status action to update the General Status to InProcess.
Set As Void Void the selected orders.
Problem Order Mark the selected orders as having a problem and enter a comment about it. The Order Status will change to Problem Order. The comment will appear in the order Notes on the Order Details Page. You can find such orders quickly with the Order Status filter and update them with the Update Order Status action. You can also update them automatically with the Order Rule Engine.
Update Customer Service Status Update the Customer Service Status field.
Create New PO Create a new PO for the ordered items in the selected orders.
Print Product Labels Print Product Labels for the ordered items using predefined methods or a plugin.
Ready To Process Mark the selected orders as ready to process and change the Order Status to Processing.
Acknowledge Orders to Channel Send acknowledgment for the selected orders to the source channel.
Set Confirmation Label Printed Mark the order as Confirmation Label Printed.
Set Confirmation Label not Printed Unmark the order as Confirmation Label Printed.
Set Feedback Received Mark the order as Feedback Received. Execute this action once you receive order Feedback from the buyer.
Set Feedback NOT Received Unmark the order as Feedback Received.
Export Feedback Export any feedback received for the selected orders.
ReApply FBA Returns Check the status of any related FBA returns and update all related information, such as received quantities and P&L.
Download Credit Memo File (812) Download EDI 812 credit memo files from the source channels of the selected orders.
Download Shipping Update File (856) Download EDI 856 shipping update files from the source channels of the selected orders.
Download Func Ack File(s) (997) Download EDI 997 acknowledgment files from the source channels of the selected orders.
Refresh Order from eBay/Paypal Check the selected orders on eBay/PayPal and update their payment status and other related information in Sellercloud.