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 support@offsetcommerce.com 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 do I process an order paid by check or cash?
When placing an admin order for a customer paying offline:
Build the order as you normally would
On the checkout page, check the box for Offline / Pay Later instead of selecting a credit card
Complete the order — it will be created in Unpaid status
Once you receive the payment:
Open the order and scroll to the Billing section
Select Pay this Order
Review the amounts in the pop-up, adjust if needed, and confirm
IMPORTANT: Orders marked as Offline / Pay Later will remain in Unpaid status until you manually mark them as paid. They will continue to appear in the Unpaid section of your Dashboard until this step is completed.
Editing, Refunding, and Applying Payments
For information on editing orders, processing refunds, and applying new payments, please see the following articles:
Common Questions
Q: Can I split an order across two or more credit cards?
A: There is no way to split a single order across multiple credit cards in one transaction. However, there is a workaround:
Save both credit cards to the customer's account
Place the order with some of the products and charge the first card
Use the Edit Order feature to add the remaining products
On the edit order payment screen, select the second card to process the additional charge
Each card transaction will appear as a separate line item in the Billing section of the order. If the customer wants the charges split evenly, you may need to adjust the number of products on each step so the totals come out as desired.
Q: Can I combine or merge two orders into one?
A: There is no way to merge multiple orders into a single order. If a customer has two separate orders and wants them shipped together, the recommended approach is:
Cancel one of the orders (this will refund the customer's card)
Edit the remaining order using Edit Order and add the products from the cancelled order
The edit will charge the customer's card for the newly added items
Q: How do I create a complimentary or replacement order at $0?
A: If you need to send a customer replacement bottles or a comp shipment at no charge:
Create a new admin order for the customer
Add the products to the order
On the checkout page, adjust the price of each product to $0
Complete the order
Q: How do I resend a receipt, print an invoice, or send a receipt to a different email?
A: There are several options depending on what you need:
Resend a receipt to the customer: On the Order Details page, select Actions > Resend Receipt. This sends the receipt to the email address on the order.
Print or download an invoice: On the Order Details page, select Actions > Print Invoice or Print Full Invoice. This opens a printable view of the invoice in your browser. From there, you can print it or right-click and select "Print Page" to save it as a PDF.
Send a receipt to someone other than the customer: There is currently no option to redirect the receipt to a different email address directly from Offset. To share a receipt with someone else (such as a customer's assistant), use the Print Invoice option to download the invoice as a PDF, then attach it to an email manually.
Q: Why does a cancelled order still show as unpaid on my Dashboard?
A: When an order is cancelled, the payment status does not automatically change. If the order was in Unpaid status before it was cancelled (for example, an Offline / Pay Later order that was never marked as paid), it will continue to show in the Unpaid section of your Dashboard even though the balance is $0.
To clear it, open the order and scroll to the Billing section. Select Pay this Order, confirm the $0 amounts, and complete the step. This marks the order as Paid and removes it from the Unpaid report.