The Orders screen lists every order your winery takes, whatever the channel: your website, club runs, Subscription club charges, your cellar door POS, phone and back office orders, the WithWine app and imported orders. Go to Orders in the left menu to open the Orders screen.
What you see when you open Orders
When you open Orders, two filters are already on: Paid and Ready for Shipping / Pick Up on today's date. That shows you the orders that are ready to pack today. To see every order, remove those filters or click Filters and change them. See "How to find orders using filters".
Above the list are three tiles:
Total Order Amount: the total of the orders in the list. Click the + on the Total Order Amount tile to see the total split by payment type, for example card, account credit, cash and invoice.
Export: download the orders in the list as a CSV file. See "What's the difference between the Orders CSV and the Order Items CSV?" and "How to export orders for Xero, MYOB, QuickBooks and other systems".
Shipping Labels: print picking slips, and buy shipping labels if you've connected a carrier.
Under the tiles are the action buttons. The number on each button is how many orders in the list it applies to:
Detailed Summary: a one-click management report of the orders in the list. See "How to use the Detailed Summary".
Bulk Change Boxes: change the shipping boxes for many orders at once. See "How to change the shipping boxes for an order".
Manage Order Tags: add or remove order tags. See "How to tag orders".
Mark as Shipped and Mark as Picked Up: mark many orders as sent or collected at once. See "How to mark an order as shipped or picked up, and how to undo it".
Send Pick Up Reminder: email customers whose pick up orders are ready. See "How to send a pick up reminder".
The order list
Each row is one order. The columns are Order, Date, Customer, Product(s), Shipping Boxes, Shipping Labels, Status, Notes, Tasks, Gift, Prior to Discounts, Discounts and Total. Use the column icon at the right of the action buttons to choose which columns show.
The Status column shows two things: the fulfilment status (Unfulfilled or Fulfilled) and the payment status (for example Paid, Unpaid or Refunded). Cellar door orders also show a short venue badge.
Refunds show as their own rows. A refund row has an R in front of the order number, for example R#24458943, and a minus total.
The order panel
Click an order number to open the order panel on the right. The order panel shows the order's details, payment, delivery address and history, and the buttons to act on the order:
Download Receipt and Resend Email Receipt (or Download Invoice and Resend Email Invoice for an unpaid invoice order). See "How to download or resend a receipt or invoice".
Add Task and Add Note.
For Review: hold the order while you check it. See "How to put an order on hold for review".
Mark as Shipped or Mark as Picked Up.
Revise Order: change a paid order, including partial refunds. See "How to revise an order".
Cancel Order: cancel the order and refund the customer. See "How to cancel an order and refund the customer".
The tabs in the order panel are Details, Company Details, Shipment Tracking, Tags, Tasks, Notes, Credit & Gift Cards and Activity.