---
title: "Orders "
slug: "orders"
updated: 2023-03-29T15:06:31Z
published: 2023-03-29T15:06:31Z
canonical: "docs.winedirect.com/orders"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winedirect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Orders 

By navigating to **Store > Orders** in your admin panel, you’ll see that you can use the parameters on the left to search for orders. Search fields include *Order #, First and Last Name, Email, From/To Date, Order Status, Payment Status, Shipping Status,* and *Vendors.*

Under **Advanced** are *Club, Club Shipment, User Choice Orders, Shipping Strategy, Shipping Type, Ship State,* and *Pickup Location.*

---

## [](https://documentation.vin65.com/Store/Orders)Edit Order Information

You can edit some order information after you process an order. Below are the steps on how to do it:

1. Go to **Store > Orders**.

2. Open up an Order that you need to customize some of the order information on. You can also view all the order details, including order # and Date, billing information, shipping information, credit card, gift message, order notes, items purchased, SKUs, shipping, handling, and sales tax.

3. Click on the green pencil in the **Order Information** section.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/edit-order-1.png)

4. Once you have clicked the green pencil, you will be able to edit:

| Order Type | The Type of the Order. Below are some examples: - AdminPanel - Website - POS |
| --- | --- |
| Sale Type | If it is Onsite or Offsite. |
| Campaign | Select which Campaign the order should be a part of. |
| Sales Associate | The sales associate gets credit for the order. |
| Sales Attribute | A sales attribute is one of the ways to track, organize and sort your orders coming into WineDirect. |
| Source Code | This is a free text field where you can type in any internal notes or details for the order. |

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/edit-order-2.png)

 Information updated in the Admin Panel on an order after it has been placed does not push this new updated information to some integrated web services.

Now this new information updated on your order will allow you to have this newly updated information available in your reporting.

 Changing the Order Type after a purchase can confuse reporting results, so please be careful when adjusting your Order Information.

---

## [](https://documentation.vin65.com/Store/Orders)Add A Customer To A 'Guest Customer' Order

You can edit some order information after you process an order. Below are the steps on how to do it:

1. Go to **Store > Orders**.

2. Open up an Order to which you must add a customer. You can also view all the order details, including order # and Date, billing information, shipping information, credit card, gift message, order notes, items purchased, SKUs, shipping, handling, and sales tax.

3. Click on the person/plus icon in the **Billing Information** section.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/guest-customer-add.png)

4. Once you have clicked the icon, you can search for a customer already in your WineDirect database. Enter the search information and click **Search**.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/guest-customer-add-search.png)

5. Pick the single connection you want to add to this order from the contacts in your search results. Then click the **blue arrow** in the last column to add the touch. Once you've clicked it, then close the order window.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/customer-search-add.png)

---

## [](https://documentation.vin65.com/Store/Orders)Complete Multiple Orders

You can select multiple orders and complete them in the Orders listing rather than clicking on each order to complete.

 Only orders with the Status Submitted can be completed through this function.

#### TO COMPLETE MULTIPLE ORDERS:

1. Navigate to **Store > Orders** in the Admin Panel.

2. Use the left-hand Search Orders parameters to find any Submitted orders you'd like to complete through the Status drop-down menu.

3. Click the checkbox next to the order, or select the checkbox at the top left corner to select all orders in the listing.

4. Once checked, you will see the **Actions** drop-down menu at the top of the order listing. Select **Complete Orders**.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/Actions/CompleteMultipleOrders.png)

5. A window will appear that will allow you to choose if you'd like to **Capture Payment**, **Email Order Confirmations** and give you options to mark the **Shipping** Status.

6. Once you've selected the appropriate order selections, click **Apply Changes** to finish.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/complete-orders-popup-window.png)

 Orders placed on the admin panel will send a confirmation email to the customer. However, the email will not be sent to the admin receiving order confirmation emails from website orders.

---

## [](https://documentation.vin65.com/Store/Orders)Email Customers Through Orders

You can select multiple orders and send emails to these customers through the Orders section instead of using the Send Mass Email tool. For example, this may be helpful if you need to email your customers who have Declined Payments on an order or have Not Picked Up their order yet.

#### TO EMAIL CUSTOMERS THROUGH ORDERS:

1. Navigate to **Store > Orders** in the admin panel.

2. Use the parameters on the left to search for orders based on the email document you wish to send.

3. Click the checkbox next to the order, or select the checkbox at the top left corner to select all orders in the listing.

4. Once checked, you will see the **Actions** drop-down menu at the top of the order listing. Select **Email Customers**.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/Actions/CompleteMultipleOrders.png)

5. A pop-up window will allow you to select the **Email Category** and the **Email Document** you wish to send. A list of the customers you have chosen to send the email to will also appear below.

6. Select **Send Email** to send the selected email document.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/email-customers-order-window.png)

## [](https://documentation.vin65.com/Store/Orders)Search Orders

You can search for orders using the Search filters available under Search Orders. You can combine multiple search filters to refine your search and work through different scenarios.

#### TO SEARCH ORDERS:

1. Navigate to **Store > Orders** in the admin panel.

2. There should be a **Search Orders** section on the left side.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/Searchbar.png)

| Order Type | Order Type assigned to the Order - ie. Website, POS, AdminPanel, ClubOrder, etc. You can select multiple Order Types to include by checking various boxes. |
| --- | --- |
| Order # | Order Number assigned to the Order |
| First Name | First Name of the Contact listed under the Billing Information. |
| Last Name | The Last Name of the Contact is listed under the Billing Information. |
| Email | Email address of the contact under Billing Information. |
| From Date | Order Date must fall on or after the selected Date. |
| To Date | The order Date must fall on or before the selected Date. |
| Status | The Order Status of the Order - ie. I am completed, Submitted, Pending, quarantined, etc. |
| Payment | The status of the Payment transaction used on the Order - ie. We paid, Authorized, Declined, etc. |
| Shipping | The Shipping Status of the order and its location in the fulfillment process - ie. It was shipped, Not Shipped, Delivered, Sent To Fulfillment, Picked Up, etc. |
| Club (Advanced) | Filters for Club Orders that have a specific Club Name. This filter will only work for Club Orders processed from Club Processing. |
| Club Shipments (Advanced) | Once the Club is selected, you can choose a specific shipment to filter for. |
| [](https://documentation.vin65.com/Store/Orders)User Choice Orders | Filters for User Choice Club Orders that have been **Customized** (any deviation from the shipment's **Default** wines). Please make sure to select a **Club** and **Club Shipment**. You will want to ensure you manually note future ship date orders with your filtered club orders. |
| Shipping Strategy | Filters for orders that use a specific Shipping Strategy. |
| Shipping Type | Once Shipping Strategy is chosen, you can select a specific Shipping Type to filter for. |
| Ship State | The State the order is set to ship to. |
| Pickup Location | The Pickup Location the order is set to be picked up at. |

3. Once configured, the Filters, to find the needed orders, click **Search**.