Viewing & editing orders

The order index screen is where you will manage and view all the orders your customer's place. From this screen, you can filter your orders, print packing lists, export to excel, bulk update status, and much more.

Clicking the order number of an individual order will open the order manager, where you can edit that individual order. From the order manager, you can add items to the order, edit the individual weights, charge the customer's card, and much more. 

Watch the video below for a detailed overview of managing your orders.

Order Details Overview

• To review an order, click the order number (clicking the customer name takes you to their profile).

• Editable sections include customer contact information, payment info, fulfillment details, and more.

Payment Management

• Payment method is based on what was selected at checkout and what’s available for that pickup/delivery method.

• If Stripe is connected, credit card details (last four digits) will appear.

• You can:

  • Edit payment date, due date, and terms.

  • Add payment notes.

  • Mark the order as paid or unpaid manually.

Logistics and Fulfillment

• You can modify:

  • Fulfillment method

  • Pickup and deadline dates

  • Sales channel

• Assign the order to a specific admin/packer.

• Track number of boxes/containers used by Dry/Fresh.

Order Tags and Flags

• Orders can be:

  • Flagged for attention.

  • Marked as miss-packed to monitor fulfillment errors.

  • Marked as exported if data was exported for external systems like QuickBooks.

Editing Products in an Order

• Products can be:

  • Edited (weight, price, etc.).

  • Deleted or new ones added.

• For items sold by weight (e.g., meat), actual weights can be entered post-packing, and totals auto-update accordingly.

Fees, Coupons, and Payment Records

• Additional fees (like restocking) can be added manually.

• Coupon codes can be applied.

• Bottom section includes payment records, including timestamps for charges made via card.

Order Notes

• Customer notes: Entered by customers at checkout.

• Private notes: For internal use; shown on packing lists.

• Invoice notes: Visible to customers and usable in email templates.

Action Buttons and Features

• Print invoices, packing lists, and labels.

• Notify customers via email templates or custom messages.

• Reorder feature duplicates an order with all items/details.

• Event log tracks every change—by customer or admin.

• Orders can be canceled (keeps a record) or deleted (permanently removed).

• Use arrow buttons to quickly move between filtered orders.