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Handling Orders

If you haven't done so already, make sure to check on this article if you want to know how you can filter the orders and export the filtered data. We're always looking into adding new filters to this functionality. 

Video tutorial

Some of the things you can do on Subbly with your order is to manually

  • change the shipping date
  • mark the order as shipped
  • unmark it as shipped and revert to the awaiting shipment pending status of the order
  • archive the order

For video breakdown and tutorial on how you can handle your orders please refer to the video below

Changing shipping date for orders

Although not recommended as it adds an extra layer of manual work on the admin side, on Subbly you've been given a flexibility of manually changing the shipping dates for the orders that are already created.

In order to do it you'll need to head to the Customers tab of your Subbly admin, choose the appropriate customer and look up the order slip you will be looking to change the shipping date for. 

Once you open the order slip (you can simply click on the order ID and it will open the order slip), you need to click on the three little dots in the upper right corner to bring up the contextual menu from where you can choose the shipping date for the order as in the image below

Calendar widget will open and you can simply change the shipping date by choosing the new date from the calendar

New shipping date will update both on the admin and on the customer portal. 

Marking orders as shipped

Note that orders are automatically marked as shipped once you print shipping labels from either Shipstation or Pirateship if you're using these for fulfillment and if you have them properly integrated. 

If not, note that you can (and will need to) manually mark your orders as shipped. You can do this for every order separately or for only selected orders in a bulk. 

Marking a separate order as shipped

In order to do this, you'll need to go to the actual order slip (you can access the order slip by clicking on the order unique ID while on the Orders tab) and click on the Mark as Shipped button at the top right corner of the screen. 

Marking the order as shipped will switch order's status from Awaiting Shipment to Shipped.

Bulk marking orders as shipped

You can bulk mark order as shipped by making an appropriate selection on the Orders tab and clicking the Mark as Shipped button.Marking orders as shipped will automatically dispatch the Order Shipped email if it's enabled from the Emails section here. If you wouldn't want the email to be sent, you can instead opt for archiving the order. Cancelling the order will also trigger the Order Cancelled automated email. 

Archiving/cancelling the order

If you'd want to cancel or archive the existing order, you can also do that from inside the specific order page by opting for one of the options on the top right corner of the admin as indicated in the picture below:

What's the difference between cancelling and archiving the order? 

  • If you cancel the order, Order Cancelled email will be dispatched to the customer and order will be shown on the customer admin still. 
  • If you archive the order, order will be deleted as if there never was one, and the customer won't get any kind of email notification. Please note, however, that it's not possible to unarchive the order anymore as the order is going to be deleted from the database.

How to print orders?

You can print individual orders by clicking on the "print" button found at the top right of the order slip screen.

You can also print in batch multiple orders. In order to do so, from the Orders tab select all orders to be printed, and click on the actions button and select print orders.

FAQ

How to add an ad-hoc order?

Refer to this article, if you're looking to manually add an order for any customer.

Can I choose which columns to display on the Orders page?

Yes, definitely. We've added the multi-column functionality to the Orders page. The function is located on the right-hand side below the CSV export button and will allow you to select the desired columns to be visible on the page.

This functionality plays an important role when it comes to easier use and extraction of needed sheets, as well. To learn how to extract and use the columns efficiently check this article.

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