The Orders grid lists all current orders and tracks their progress and order status through the workflow. An easy way to understand the basic process is that an order becomes an invoice, and an invoice becomes a shipment. The grid represents the first stage of the process, and is where you can update existing orders and create orders.
Usually, orders are created when customers complete the checkout process from the storefront. However, if a customer needs assistance, you can also access their shopping cart or create an order either from the Orders grid or directly from their customer account.
The Orders workspace lists all current orders, and gives you the ability to edit existing orders and create orders. Each row in the grid represents a customer order, and each column represents an attribute, or data field. Use the standard controls to sort and filter the list, find orders, and apply actions to selected orders. Use the tabs above the pagination controls to filter the list, change the default view, change and rearrange columns, and export data.
The selection of columns and their order in the grid can be changed according to your preference. The new layout can be saved as a grid view. By default, only nine of 20 available columns are included in the grid.
In the upper-right corner, click the Columns ( ) control and do the following:
Click the Columns ( ) control.
To reset the grid columns, click Reset.
The grid layout changes to display only default columns.
Click and hold the header of the column.
Drag the column to the new position and release.
Click the View ( ) control.
Click Save Current View.
Enter a name for the view.
To save all changes, click the arrow ( ).
The name of the view now appears as the current view.
Click the View ( ) control. Then, do one of the following:
To use a different view, click the name of the view.
To change the name of a view, click the Edit ( ) icon and update the name.
|Create New Order||Creates an order. See Creating an Order for more information.|
|Go to Archive||Displays the list of archived orders.|
|Search||Initiates a search for orders based on the current filters.|
|Filters||Defines a set of search parameters used to filter the records that appear in the grid.|
|Default View||Determines the default column layout of the grid.|
|Columns||Determines the selection of columns and their order in the grid. The column layout can be changed and saved as a view. By default, only some of the columns are included in the grid.|
|Export||Exports the selected records as a CSV or Excel XML file.|
To apply an action to specific orders, select the checkbox in the first column of each order. To select or deselect all orders, use the control at the top of the column.
|Actions||Lists all actions that can be applied to selected orders. To apply an action to an order or group of orders, select the checkbox in the first column of each order.
|Mass Actions||Can be used to select multiple records as the target of action. Select the checkbox in the first column of each record that is subject to the action. Options:
|Submit||Applies the current action to the selected order records.|
|Edit||Opens the order in edit mode.|
|Select||Select the checkboxes for the quotes to be subject to an action, or use the selection control in the column header. Options: Select All / Deselect All|
|ID||A unique, sequential number that is assigned when a new order is saved for the first time.|
|Purchase Point||Identifies the store view where the order was placed.|
|Purchase Date||The date and time when the order was placed. It is always displayed according to the default time zone.|
|Bill-to Name||The name of the person who is responsible to pay for the order.|
|Ship-to Name||The name of the person to whom the order is to be shipped.|
|Grand Total (Base)||The grand total of the order.|
|Grand Total (Purchased)||The grand total of products purchased in the order.|
|Status||The current order status.|
|Action||View opens the order in edit mode.|
|Allocated sources||The sources allocated to that specific order.|
Additional columns available:
|Billing Address||The billing address of the customer who placed the order.|
|Shipping Address||The address where the order is to be shipped.|
|Shipping Information||The method that is to be used to ship the order.|
|Customer Email||The email address of the person who placed the order.|
|Customer Group||The customer group to which the person who placed the order is assigned.|
|Subtotal||The order subtotal, without shipping and handling, and tax.|
|Shipping and Handling||The amount charged for shipping and handling.|
|Customer Name||The first and last name of the customer who placed the order.|
|Payment Method||The method of payment to be used for the order.|
|Total Refunded||Any amount from the order that is to be refunded to the customer.|
|Refunded to Store Credit||(Adobe Commerce only) Any amount from the order that is to be refunded to the customer’s store credit.|
|Company Name||(Available with B2B for Adobe Commerce) The name of the company who placed the order.|
The Search box in the upper left of the Orders grid can be used to find specific orders by keyword, or by filtering the order records in the grid.
Enter a search term into the page search box.
To display the results, click Search ( ).
To display the selection of search filters, click the Filters ( ) tab.
Complete as many of the filters as you want to describe the orders that you want to find.
Click Apply Filters to display the results.
|Purchase Date||Filters the search based on the date purchased. To find orders within a range of dates, enter both the from and to dates.|
|ID||Filters the search based on order ID.|
|Grand Total (Base)||Filters the search based on the Grand Total of each order, which includes any credits applied to the order.|
|Grand Total (Purchased)||Filters the search based on Grand Total of items purchased in each order.|
|Bill-to Name||Filters the search according to the name of the person who is responsible to pay for the order.|
|Ship-to Name||Filters the search according to name of the person to whom each order is shipped .|
|Purchase Point||Filters the search by website, store, or store view where the order was placed.|
|Status||Filters the search based on order status. Options:
|Braintree Transaction Source||Filters the search based on transaction source.|
|Apply Filters||Applies all filters to the search results.|
|Cancel||Cancels the current search.|
|Clear All||Clears all search filters.|
For help with troubleshooting order issues, see the following Commerce Support Knowledge Base articles: