Skip to main content

Order Management

The Orders section is your primary tool for tracking and fulfilling customer purchases. Every sale made through your online store lands here, and SitePack provides a clear, step-by-step workflow to move each order from New all the way through to Completed, so nothing slips through the cracks.

The order list​

The main Orders page gives you an at-a-glance view of your recent sales, designed to help you quickly see what needs your attention.

  • Filters: Use the status tabs at the top of the page, such as New, Progress, or Sent, to focus only on the orders that currently need action, rather than scrolling through your entire order history.
  • Search: (Coming soon) The ability to search orders directly by customer name or order number is planned for a future update.
  • Quick Info: Each row in the list shows the order number, customer name, total amount, payment method, and the date the order was placed, so you can scan your recent activity without opening every order individually.

Fulfilling an order, step by step​

When a new order comes in, follow this workflow to take it from purchase to delivery:

  1. Review the details. Click on an order to open its full details, including the delivery address and any comments the customer left at checkout.
  2. Verify payment. Check the "Payment" section of the order to confirm it has actually been paid. SitePack shows you both the payment method the customer used and its current status, so you never ship an item that hasn't been paid for.
  3. Start processing. Change the order's status to Processing while you pick and pack the items. This signals to anyone else on your team that the order is actively being worked on.
  4. Prepare packing slips. For a single order or several at once, generate packing slips (a printed summary of what's inside the package) to include with the shipment. See Bulk Actions below for handling several orders together.
  5. Mark as shipped. Once the package is ready and handed off for delivery, change the order's status to Sent.
  6. Mark as completed. After the package has been delivered to the customer, mark the order as Completed to close out the process.

Keeping order statuses up to date is not just for your own organization. In many storefronts customers can see this status too, so accurate updates help set the right expectations about when their order will arrive.

Bulk actions​

When you have several orders to process at once, there is no need to update them one at a time:

  1. Select the checkboxes next to every order you want to update.
  2. Click the Bulk Options button.
  3. Choose the action you want to apply to all selected orders:
    • Packing Slip: Generates a single PDF containing packing slips for every selected order, ready to print in one batch.
    • Order Status: Changes the status of every selected order simultaneously, for example, marking a whole batch as "Sent" at once after a shipping run.

Shipping labels & documents​

From an individual Order Details page. Open the Documents menu to access:

  • Packing Slip: Open or print the packing slip for that specific order.
  • Create Shipping Label: Depending on which shipping integrations are active on your account, you can generate a shipping label directly, ready to print and attach to your package.

Frequently asked questions​

What order statuses does SitePack use?​

Orders typically move through statuses such as New, Processing, Sent, and Completed, reflecting where the order stands in your fulfillment process. Use the status filters at the top of the Orders page to quickly find orders in any of these stages.

How do I know if an order has actually been paid?​

Open the order and check its "Payment" section, which displays the payment method used and its current status. Always confirm payment before processing and shipping an order.

Can I update several orders at the same time?​

Yes. Select the checkboxes next to multiple orders and use the Bulk Options button to generate packing slips or change their status all at once, rather than repeating the process individually.

What is a packing slip, and do I need to print one for every order?​

A packing slip is a printed summary of what's included in a shipment, typically placed inside the package. While not strictly required, including one helps customers (and you) quickly verify the contents of a delivery, especially for larger or multi-item orders.

Can I create a shipping label directly from SitePack?​

Yes, depending on which shipping integrations are active on your account. Open the relevant order's Documents menu and choose Create Shipping Label.

Is there a way to search for a specific order by customer name?​

Not yet. Searching orders by customer name or order number is a planned feature. In the meantime. Use the status filters and the quick info shown in the order list to locate what you need.