Skip to main content

Manage orders

The Orders page is one table for every order from every connected bridge. It updates live. A green Live badge shows when the realtime feed is connected, and new orders appear without a refresh.

Open Orders

Find the orders you want​

Three filter rows sit above the table:

  • Status has pills for Pending, Confirmed, Processing, Shipped, Delivered, Cancelled, Refunded, plus a Needs attention toggle that surfaces orders with a problem (with a count badge).
  • Date offers All time, Today, 7 days, 30 days, or a Custom range.
  • Dest (destination) filters by which bridge an order is being fulfilled through.

The search box matches on order number or customer email. It searches the server, so it covers every order, not just the current page. Clear all resets the filters.

Save a view​

Once you have dialed in filters you use often, open the Views dropdown and choose Save current view. Name it, for example "Unfulfilled this week", and it is saved for you. Reapply or delete it from the same menu. Views remember the filters, date range, and layout.

See orders and shipments together​

The segmented control at the top left of the table switches between Orders and Orders + Shipments. The merged view adds a Shipments column and lets you expand a row to see the linked shipment's route, tracking, and status inline.

Both views export to CSV from the table's export button.

How order status follows fulfillment​

Orderly keeps three related values with different jobs:

  • Lifecycle state records the current operational step.
  • Order status is the customer-facing summary shown in the Orders table.
  • Fulfillment status is quantity-based: unfulfilled, partial, or fulfilled.

The operational lifecycle updates the order status automatically. An order is confirmed when release begins, moves to processing when a service or label is being handled, becomes shipped on physical shipment evidence, and becomes delivered only when all quantities needed for full fulfillment are delivered. A created label alone does not fulfill the order: label_created maps to a processing order with an unfulfilled fulfillment status.

Voiding a label returns the order to ready_for_label when its rate is still valid, or ready_for_dispatch when it must be rated again. Cancelling a pre-shipment record follows the same restartable path. A shipment that has physically shipped is not silently rolled backward; returns and post-shipment exceptions remain part of the shipment history.

Open an order​

Click any row to open the order in a slide-over. It has three tabs:

  • Details covers the customer, shipping and billing addresses, the order's destinations (where it is being dispatched and via which dispatcher), linked shipments (carrier, tracking, estimated delivery, and a Label download when one exists), related orders if it was split, and the money summary (subtotal, discount, shipping, tax, total).
  • Items lists every line item with SKU, variant, quantity, unit price, and line total.
  • Activity is a timeline of everything that has happened to the order: status and payment changes, dispatcher assignments, syncs, and notes. Click Add Note to leave a note.
Orders do not have a "cancel" or "buy label" button

To cancel or refund an order, change its status, either in the edit sheet or with the bulk Status menu. Shipments and labels are created by your fulfillment platforms and synced back into Orderly, so the order view shows them read-only. Use Sync shipments to pull the latest from the destination bridge.

Edit an order​

Click Edit on an open order to change:

  • Status: order status, fulfillment status, and payment status.
  • Customer information: name, email, phone.
  • Shipping address: the full address fields.
  • Notes & tags: an order note and freeform tags.

If the order has already been dispatched, Orderly warns you. Edits are recorded in Orderly, but they are not guaranteed to push through to the destination platform after dispatch.

Act on an order​

From an order's ⋯ menu (on the row or in the open view) you can:

  • Sync order re-pulls this order from its source bridge.
  • Sync shipments pulls the latest shipment and tracking from the destinations it was sent to.
  • Export PDF downloads the order as a PDF.
  • Dispatch order either runs Evaluate dispatchers (your routing rules, creating assignments for whichever match) or assigns the order directly to a specific dispatcher. See Dispatchers.

Bulk actions​

Select rows with the checkboxes and a toolbar appears:

  • Status bulk-updates order, fulfillment, or payment status, with a confirm step.
  • Export downloads the selection as CSV or JSON.
  • Sync syncs the selected orders, or their shipments.
  • Dispatch evaluates dispatchers across the selection or assigns them all to one dispatcher. If any selected orders have failed assignments, a Retry Dispatch button appears to reset them.

Order settings​

Order Settings holds cross-cutting configuration for how orders are processed:

  • Split rules: automatically split orders across warehouses (see Split rules).
  • Dispatch: defaults for the Dispatch Lane: whether batch print jobs are collated (label + slip interleaved per package) or separated (all labels, then all slips), the default packing-slip template, and whether to auto-generate a slip with each label.

Next steps​