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Editing Orders in the Portal

This article explains how to edit and cancel orders, apply holds, and update the address and shipping method.

 

NOTE: If the order shows "The warehouse is currently processing this order" (As pictured below) you cannot cancel or edit items or apply a hold on it to avoid shipping.  mceclip0.png
This banner is showing because the warehouse team members (Pickers, Packers, etc.) are already working on this order meaning it was already deducted from stock, and making changes will lead to inventory issues. Changes on orders will only apply if the order is not being processed.

Understanding the Orders Page

First, navigate to the orders page:

portal orders

Here you can view your orders or use the search to bar to find an order. You can also use the filters and filter by time period, order status, shipping carrier, store, tags, and country. 

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Order Page Terms and Definitions

orders portal meaning

  • All: Shows all orders imported from your store. By default, this page filters on orders created in the last week.
  • On Hold: Shows any orders with a hold.
    • Address Hold - The address on the order failed the address validation check. 
    • Payment Hold - The order is unpaid or partially paid in your connected sales channel.
    • Fraud Hold - Your saleschannel flagged the order as potential fraud and recommends you investigate before releasing the order for fulfillment.
    • Client Hold - This type of hold is controlled by you. Your 3PL is unable to remove this type of hold from an order. 
    • Operator Hold - A warehouse operator in your 3PL put this order on hold during the fulfillment process. 
  • Ready to ship: This means all products are in stock and the order is ready to be shipped from your 3PL warehouse. 
  • Not Ready to Ship: Either products are not in stock or there is a Hold on the order. 
  • Backorder: List of open orders we don’t have stock for in the warehouse.
  • Shipped: List of orders shipped from your 3PL's warehouses or any other fulfillment center. 

Click on the blue hyperlink of the order that you want to view, edit, or change to enter the order details page. 

Order Details Page Actions

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  • Hold Order: Puts the order on hold so the warehouse can not ship it. You can select from Fraud Hold, Payment Hold, or Client Hold. 
  • View Invoice: Preview the invoice/packing slip for the order. 
  • Mark as Fulfilled: Manually mark the order as fulfilled without shipping it. This will not change the fulfillment status in your connected saleschannel. 
  • Reship Items: Returns the selected items to a pending status for fulfillment.
  • Cancel Order: Cancels the order so your 3PL will not ship it. If you use Shopify, you also have the option to cancel and refund the order in the platform. 

    cancel order portal

Order Edits and Adjustments

Adding Products  to Orders 

  1. Click "Add Items"
  2. Search for the item you want to add to the order.
  3. Check the selection box next to the item you want to add and select "Add Items"

Changing the Quantity to Ship

  1. Click on the number you want to change in the "Quantity to ship" column.
  2. Adjust the quantity.
  3. Click anywhere else on the page to save the changes.
  4. To remove a product from an order, change the quantity to ship to zero. 

    quantity to ship

Note: Quantity and product adjustments made to the order will not update your connected saleschannel.

Order Details Edits and Definitions

On the right hand side of the order page, you'll find the order details. 

Screenshot 2025-10-03 at 5.00.45 PM

  • Shipping details: Click on the shipping address to open the editor if you need to make changes or updates. 
  • Shipping carrier: Use this dropdown to change the carrier. 
  • Method: Use this dropdown to change the carrier method (ex. Ground, Express, etc). 
    • If Cheapest and a number of days is selected, then the cheapest available method of all 3PL connected carriers will be chosen at the time of packing
  • Options:
    • Gift Invoice - Check this box if you do not want the cost of the products to show on the packing slip.
    • Allow Partial - If an order contains backordered items, you can choose this option to split the order and immediately ship the in-stock items. Please note that this will create at least two shipments for the order and your account may be charged for each. 
      • Require Signature - Selecting this option will require the carrier to collect a signature upon delivery. 
    • Order Tags: You can add tags to the order that can be used for sorting or filtering later.