Order list

Order list search

The Order list search has two levels. The basic Order search provides all the basic functions and makes them available through the Merchant Center user interface. The advanced Order search provides a more granular search.

A toggle button allows you to swap between the two search levels.

The Orders in your Project need to be indexed first before the feature can be used. Only a member of your organization's Administrators Team can index a Project.

Basic Order search

The basic Order search has three sections:

• Basic Order search: to search for Orders, enter a valid keyword in the search box.
• Order list: displays Orders that match the current search criteria and filters; it allows you to access the Order detail page.
• Search filters: click Filters to display all filters which are available and in use.

Searchable fields

You can search for Orders using the values of the following fields:

• All fields
• Customer email address
• First name
• Last name
• Order number
• SKU
• Store
• City
• Company
• Country
• Created by anonymous ID
• Created by client ID
• Created by external user ID
• Customer group
• Last modified by
• Line item
• Payment interaction ID
• Payment interface ID
• Payment transactions ID
• Payment transactions interaction ID
• Phone number
• Postal code
• Product ID
• Return tracking ID
• Tracking ID

Search filters

Click Filters to access the sidebar with a wide range of filters. Each filter has its own interaction mechanism depending on the type of data it filters.

The sidebar has the following default filters:

• Created at: filters based on the date (or range of dates) that an Order was created.
• Order state: filters based on the state of the Order (Open, Confirmed, Complete, Cancelled).
• Line item state: filters based on the Line Item states defined for your Project.
• Payment state: filters based on the Payment state of the Order (Balance due, Pending, Paid, Credit owed, Failed).
• Store: Filters using Stores defined for your Project.
• Shipment state: filters based on the shipment state of the Order (Ready, Pending, Partial, Delayed, Shipped, Back order).

Additionally, you can add filters to the sidebar by choosing them from the Add sidebar filters drop-down menu.

• Customer group: filters based on the Customer Groups defined for your Project.
• Completed at: filters based on the date or date range in which an Order was completed.
• Return date: filters using the date or date range in which an Order was returned.
• Origin: filters based on who created the Order (Customer, Merchant).
• Date modified: filters based on the date or date range in which an Order was last modified.
• Currency: filters based on the currencies defined for your Project.
• Shipping method: filters based on the Shipping Methods defined for your Project.
• Payment method: filters based on the Payment methods defined for your Project.
• Total price: filters by total Price or total Price range in a desired currency.
• Country: filters based on the countries defined for your Project.
• Order workflow status: filters based on the workflow states defined in your Project.

The sequence in which you apply filters has an impact on the final result. The system incrementally applies filters as and when you choose them in the sidebar.

Advanced Order search

The advanced Order search has two sections.

• Advanced Order search: to search for Orders enter a query in the search query box.
• Order list: displays Orders that match the current search query; it allows you to access the Order detail page.

Customize your workspace

You can customize the layout of the Order list with specific filter values and/or search fields, and save them as new views. Any changes applied to the layout, search, or filters is denoted by an orange dot in the My views drop-down.

To save a view, click Save as new view in the My views drop-down. The newly added views can then be accessed and applied from this drop-down. When no customized views are saved, a default view is applied.

You can update the view with the changes or revert them, and rename or delete saved views from this drop-down.

Customized views are saved only for the Project the changes are made to and are not shared across other Projects or users.