Order details: the order screen tab by tab

Opening an order from Sales → Orders takes you to the order screen. It has no single Save button: an order is a record of what was sold, and each tab changes only its own part – the status, the tags, the totals, an address, an item or a note. This article walks through the tabs so you know where to look when a customer calls.

Where to find it

Go to Sales → Orders and click an order number. The header shows the order number, a back to order list link, the Invoice (PDF) button, and a menu (three dots) with Cancel order and Delete. The tabs are on the left.

Info

The first card shows the Order status, Shipping status, Payment status and Created on. The View link next to the payment status opens the payment transaction, where payments are taken and refunded (see Payments and refunds). Cancel order appears here while the order is still Pending, and Change status lets you set the order status by hand (see Order, payment and shipping status).

The second card holds the facts of the order: the Code (a short reference the customer can quote), Customer, Customer IP address, Store, Currency code (with the rate if the customer paid in another currency), Payment method, the VAT number, affiliate and sales employee when present, and the Order GUID. Below them is Orders tags: type keywords separated by commas and click Save; the tags then appear in the order list filter.

The third card lists the money: subtotal, subtotal discount, shipping, payment method fee, tax, order discount, gift vouchers and loyalty points used, Order total, refunded amount, the Used discounts and the Profit. Edit order totals opens editable fields for all of these – see Editing, cancelling and deleting orders.

Billing and Shipping

Two cards, the billing address and the shipping address, each with an Edit button. For shippable orders the tab also shows the Shipping method the customer chose (editable, for example when you switch carrier) and whether the customer picks the order up in store. Orders with nothing to ship show Shipping not required instead of a shipping address.

Shipments

Shown only when at least one item requires shipping. It lists the shipments of this order with tracking number, total weight, shipped and delivered dates, and has the Add shipment button. See Shipments and tracking.

Products

One row per ordered item: picture, name with the chosen attributes (colour, size), SKU, vendor, unit price, quantity, the Open quantity (not yet shipped or cancelled), the vendor commission when the item belongs to a vendor, and the total. Edit, Delete and Cancel act on one item, and Add product adds a new one. Downloadable products also show download controls, gift voucher products a link to the created voucher, and returned items a link to the merchandise return.

Order notes

The order's history. GrandNode writes a note for every important event – order placed, marked as paid, item added or cancelled, shipment sent – and you can add your own. Fill in Note, optionally switch on Attached file to upload a document, and switch on Display to customer if the customer should read it. Then click Add order note. A note displayed to the customer appears on their order page and is also emailed to them (message template Customer.NewOrderNote).

Documents, User fields and Notifications

• Documents – business documents from Marketing → Documents linked to this order. Visible to staff allowed to manage documents.
• User fields – free key/value pairs stored on the order, used mostly by plugins and integrations.
• Notifications – every email queued for this order, with subject, recipient, creation and sent dates. Use it to answer "did the customer get the confirmation?". Visible to staff allowed to manage the message queue.

Printing the invoice

Invoice (PDF) in the header downloads the invoice for this order. To print many at once, use the Export menu on the order list.

Tips and common mistakes

• Use notes, not the order status, to record what you told the customer – notes are timestamped and can be shown to the customer.
• Editing the billing or shipping address changes only this order, not the customer's address book.
• If a tab you expect is missing, check permissions: Documents and Notifications depend on them, and Shipments appears only for shippable orders.

Related

• Editing, cancelling and deleting orders
• Payments and refunds
• Shipments and tracking