How to Manage Order Details on Shopify

As your Shopify store grows, you’ll get more and more orders. While that’s exciting, managing a flood of orders can quickly become overwhelming.

Thankfully, from the settings section of your Shopify store, you can manage all your Shopify orders with ease. This article will give you clear actions steps and instructions to do the basic tasks of order management, including viewing an order and its timeline, adding internal notes, attaching an order tag, and checking the order status.

Let’s get started!

How To View an Order On Your Shopify Store

• Step 1: From your Shopify admin, go to the Orders section.

• Step 2: Click on the order number you wish to view.

• Step 3: The details of the selected order will be displayed. The number next to your Orders tab in the Shopify admin shows your current open orders.

How to View an Order’s Timeline on Shopify

The timeline provides an in-depth view of each step in the order process, helping you track and manage orders efficiently. This feature is particularly useful for troubleshooting payment issues or reviewing the order history during customer support interactions.

To view an order’s timeline on Shopify, follow these steps:

• Step 1: From your Shopify admin, go to the Orders section.

• Step 2: Click on the order number for the order whose timeline you wish to view.

• Step 3: On the order details page, scroll down to the Timeline section. Here, you’ll see a detailed history of actions related to the order, such as order placement, payment events, and fulfillment updates. You can also add notes, communicate with your staff, and attach files if needed.

How to Add an Internal Note to an Order on Shopify

This feature allows you to keep important information about orders organized and accessible only to your team. Here’s how you can add an internal note to an order on Shopify:

• Step 1: Log in to your Shopify admin and navigate to the Orders section.

• Step 2: Click on the order number for the order where you want to add a note.

• Step 3: In the Notes section, click the pencil icon to edit. Write your note, and then click Save to keep it.

These notes can only be read by you and other staff members, not visible to customers.

How to Attach an Order Tag on Shopify

Attaching tags to orders helps you categorize and organize your orders based on custom terms, making it easier to manage and filter them later. To attach an order tag on Shopify, follow these steps:

• Step 1: From your Shopify admin, go to the Orders section.

• Step 2: Click on the order number of the order you want to tag.

• Step 3: In the Tags section of the order details page, you have two options:

• Add New Tags: Enter the tag names separated by commas (e.g., urgent, reviewed, wholesale).

• Select from Existing Tags: Click the pencil icon, choose the tags you want to apply, and then click Done.

How to View the Order Status Page Of An Order On Your Shopify Store

The order status page is the final page of the checkout process, where customers can:

• Review their order details and confirm everything is correct
• Track the progress of their shipment without needing to contact you directly, especially if it’s shipped with a supported carrier with real-time updates
• Opt-in to receive shipping updates via email
• Click a button to continue browsing your store

To view the order status page of an order on your Shopify store, follow these steps:

• Step 1: From your Shopify admin, go to the Orders section.

• Step 2: Use the search box to locate your customer’s order. You can search using the order number, receipt number (if the order was created in Shopify POS), customer name, or customer email address.

• Step 3: Click on the order number to view the order’s details.

• Step 4: Click the More actions menu, then select the View order status page. This will redirect you to the same order status page that your customer can view.

This will redirect you to the same order status page that your customer can view.

How to View an Order’s Conversion Summary on Shopify

Shopify’s conversion summary provides an overview of a customer’s previous visits and behaviors leading up to a purchase from your store. This summary includes key information such as:

• The customer’s total order count
• The number of visits they made to your store within the last 30 days
• The origin of the customer’s first visit to your store.

To view the order’s conversion summary on your Shopify store, follow these steps:

• Step 1: From your Shopify admin, go to the Orders section.

• Step 2: To access detailed order information, simply click on the corresponding order number. Upon doing so, you will be directed to the order page, where you will a dedicated section called “Conversion summary”.

• Step 3: To view conversion details click on the “View conversion details”

Within the “View conversion details” section, you’ll gain access to further insights about the customer’s conversion journey. This includes information like the total number of visits they’ve made to your online store, the duration between their initial visit and their most recent one.

Bottom Line

Effectively managing order details on Shopify is key to running a smooth and organized store. By following these simple steps, you can confidently view orders, track order timelines, add notes to your orders, attach order tags, and check order status to streamline your operations and keep customers happy.