This article provides a basic overview of Orders in Offset, including how to create and edit orders, as well as filtering options. By reading this article, you should be able to understand what actions you can take on the main Orders Page and on Individual Orders.
Main Orders Page
The main Orders page is your central location for managing orders. This page is a great first stop for reviewing order activity at a glance. From this page, you can:
See a list of all recent orders
View customer name, order total, status, shipping method, and timestamps
Use filters to narrow results by status, customer, fulfillment, payment, and tags
Perform bulk actions like changing ship dates or marking orders fulfilled
Export orders for reporting
NOTE: From the main order page, you can also access Pending Orders (if enabled), Wish Requests, Bulk Orders, Abandoned Carts (if enabled), and Order Tags. If you are interested in enabling Pending Orders or Abandoned carts, please reach out to [email protected] or send us a chat.
Bulk Actions
On the Orders Page, there are various Bulk Actions you can take.
IMPORTANT: We use pagination to show a limited number of orders per page. This approach improves load times and helps prevent timeouts when there are many results. By default, each page displays 100 results, but you can modify this by selecting the number 100 on the right-hand side. You can choose to show 100, 250, 500, or 1000 results per page.
Select all orders or the few you want to manage
Selecting the checkbox in the left-hand corner will choose all orders on the first page only
To select all orders from the total results, first select the box on the left, then choose the Select All XXX Orders button at the bottom of the screen
Select Choose an Action:
Export Orders
Sync to your Integrations
Update the Shipping Status
Send the Order Update Email
Check Compliance
Send to Fulfillment
Export Order Invoices
Select Bulk Edit:
Update order type
Change the requested and/or actual ship date
Update the shipping method
Add tags in bulk
Filtering Orders
On the main Orders Page, you can filter to quickly and easily find orders that match your credentials.
NOTE: When you first open the filter window, the time frame will default to year-to-date.
Where you can add order filters
Order Filter Options
Dates: Filter by order date, requested ship date, actual ship date, cancelled date, or transaction date
Order or Customer Tags: Custom labels added to segment / organize orders or customers (e.g., “Wine Dinner”, “Re-ship”, “Refunded”)
Order Types: Filter for orders based on the order channel, such as Web, Admin, Offering, Club, or POS
Shipping Status: Search for orders based on their current status (e.g., "Shipped", "Processing", "Delivered", "Cancelled").
Shipping Method: Find orders based on shipping methods such as UPS Ground, 2-Day Air, or Winery Pickup
Payment Status: Filter to see orders that are either Chargeback, Disputed, Paid or Not Paid
Wish Requests: To see orders either with or without wish requests
Inventory Location (if enabled): Filter by the inventory location assigned to the order
Compliance Status: See orders that are overridden, not checked, passed, bypassed, or failed compliance
Products in order: Filter to see orders with specific products
Minimum spend: Find orders that meet a minimum dollar amount
Sale Placed by or Credited to: See the salesperson attached to the order or the person credited for the order
Groups: View either the customer's group at the time of purchase or the customer's current group
Customer Type: Find orders by Customer Type, such as Mailing list, Waiting List, Allocation, Retail, etc
Referral Source: Filter orders based on the customer's referral source (e.g., "Event/Tasting", "Friend/Colleague", "Press/Website", etc)
Individual Order Page Overview
Clicking on any order brings you to the Order Details page, where you can view:
Customer details
Products and quantities ordered
Billing and shipping details
Payment history and refunds
Messaging and internal notes
Shipping method and fulfillment details
NOTE: You can also make updates to the order directly from this page — including editing the order or processing refunds.
How to Place an Order
Orders can be created from multiple areas in Offset. They can be placed from the Dashboard, from the Customer Account Page, or the Main Orders Page.
Once you’ve begun building a new order:
Choose a Customer
Add Products:
Use the search and filter options to find products by SKU, Product Name, Minimum or Maximum price, Bottle Size, Varietal, Wine Type, or Category
Proceed to Checkout: You’ll configure the following:
Payment method (select or add a card)
Shipping address
Shipping method
Requested ship date
Optional notes or messaging
You can also:
Adjust product pricing
Apply discounts
Remove tax
Save as a draft using Save for Later (if enabled)
How to Edit an Order
You can edit any order on its Order Details page. When you edit an order, Offset recalculates the entire order, including product prices, taxes, and shipping..
IMPORTANT: If your product or shipping rates have changed since the order was first placed, the customer may owe more or may be due a refund. If prices have changed since the original order was placed, you may prefer to cancel the order and start fresh. Please reach out if you are unsure of your best option.
NOTE: When editing an order, you cannot change product prices, shipping prices, or update discounts.
Editing Products in an Order
Click Edit Order
Add or remove products
Click Complete This Order and Adjust the Amount
Editing Shipping Details
Scroll to the Shipping section
Click Edit
Update shipping address or method
Select Update Shipping Method when done
Next, select Edit Order to recalculate shipping totals
Go through the edit order flow without removing or editing products
On the final edit order page, you will be able to charge or refund the shipping difference if applicable
Refunding Orders
Partial refunds to the subtotal, tax, and shipping can be processed from the Billing section of any order:
Click Apply Refund
Enter a refund amount within the corresponding cell(s)
Confirm and process
NOTE: If you are cancelling and refunding an entire order, with the aim to remove all products from the order, return them to inventory and fully refund the customer's credit card, select Actions in the right-hand corner and Cancel this Order instead of going to the Billing section. You would not want to fully refund an order via the Billing section, as that will not remove products from the order and will create issues with accounting reports.
Applying New Payments
If an order was saved without a payment or if you need to add a charge, you can do this from the Billing section on the order details page.
Scroll to the Billing section
Select Apply New Payment
Add the additional payment amounts to the corresponding cell(s)
Choose the correct Credit Card
Enter a note describing the new payment
Select Add Payment
