Order Actions

Receipts (Invoices) This action creates PDF versions of your receipts for purposes of printing. Information on a receipt (invoice) includes order number and date, billing address, shipping address, payment information (card type, expiration date,...

Edit order is a feature that enables you to edit your pending partially-completed orders. When the edit order is enabled, the order and payment status will change to Pending until you process the order. This feature is intended only for pending or...

The New Order function is a feature that allows you to create a new order based on your existing order. When the New Order is created, it will pull over the contact information and apply to the same Billing Address as the original order. A new order...

The Duplicate Order function is a feature that allows you to create a new order based on your existing order. When the Duplicate Order is created, it will pull over all of the previous order data, including the billing and shipping information, item...

Before  you can use the Generate Shipping Labels tools, all products must have weights. The  Product Exporter/Importer  tools  can update your products using a mass import. You can create shipping labels for your...

The Void Shipping Labels  option will only appear on orders with labels generated. 1. Navigate to Store > Orders  and select the order for which you wish to void labels.  2. Select  Void Shipping Label(s) from the Action...

The Email Order Confirmations function is a feature that allows you to email order confirmations to one or more customers by using the mass order Actions tool. The Order Confirmation System Email will be sent to the selected customer(s). Send Em...

The Email Customers function a feature that allows you to send any email documents to one or more customers by using the mass order Actions tool. You can target a specific audience by selecting any email document you wish to send. To learn more abou...

The Change Shipping Status function allows you to change the shipping status of multiple orders at once. Please note that the maximum amount of orders which can be selected is 100. Please read the Shipping Statuses documentation to learn more about ...

The Retry Compliance function allows you to retry compliance checks on multiple Quarantined orders. Non-compliant orders are called Quarantined orders. Please read the Quarantine Orders documentation to learn more about compliance and quarantined or...

The Complete Orders function allows you to complete multiple orders at once rather than click on each order to complete.    Please note that only orders with the order status Submitted can be completed through this function. Comple...

Sometimes when you process your club, your pickup club members don't come to pick up their wine, or someone wants to ship it instead of picking it up in the tasting room. To assist with the process of shipping these orders out, you can use two tools...