Order Source Introduction｜Order Management

Merchants can use this feature to evaluate and re-distribute logistics and manpower. This feature can also help reveal the sales performance of orders from different marketing channels.

*Note: Due to optimization and updates, the new Order Source is not supported on the order list page. You can check the "Order Created From" and "Order Source" fields on the Order Details page to find orders created from the "Admin Panel". Once you switch on the new Order Source, go to Admin Panel > [Social Commerice] > [Manual Order] if you need to manually create orders.

In this article, you'll find:

• Presentation of various order sources
• Select order source in Manual Order
• View order source in Order details
• Filter orders using order source
• Export order report consisting order source

1. Presentation of various order sources

The table below illustrates the presentation of the order source values under different circumstances.

1. Order From: Admin - Message Center
2. Order Source Type: FB or Instagram
3. Order Source: FB / Instagram: (Account name)

2. Select order source in Manual Order

In the SHOPLINE Admin, go to [Social Commerce] > [Manual Order]. Select an option from the Order From drop-down menu when creating an order.

3. View order source in Order details

Merchants can also view Order Created From and Order Source in the Order details section. 

4. Filter orders using order source

On the Order page, click the Additional Filters button to use the conditions of "Order Created From" and "Order source" to filter orders.

Note: Merchants cannot use the two conditions to filter orders created before 2021/08/01.

• After selecting the "Order Created From" filter condition, select a value based on this condition. For example, filter the orders created from the storefront. 
  Note: When "Order Created From" is selected as a filter condition, only one filter value can be selected. If you select another value, the existing value will be cleared.
  
  
  
• After selecting the "Order Source" filter condition, select a value based on this condition. For example, filter the orders created from the Offline Store: (Shop name).
  Note: When "Order Source" is selected as a filter condition, only one filter value can be selected. If you select another value, the existing value will be cleared.
  
  
• The page will list the selected filter conditions.

5. Export order report consisting order source

On the Order page, click More Actions > Export Order Report button. Check the boxes for "Order From", "Order Source Type", and "Order Created from", and then click Export.

A reminder text of "Exporting your Order Report" will appear at the upper right of the page. Click on the link to go to the "Bulk Action Process" to view the progress and download the report.

Alternatively, receive the email and click the "Download" button.

You can view the "Order Source" related information in the report.