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Edit Order Details

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ShipStation Content Team

Updated

An overview of all the section tabs on the order details screen within ShipStation.

In ShipStation, Order Details are what you see in the Order Details screen. 

ShipStation allows you to edit some order details after the order has imported or been created in ShipStation. These details include delivery address, payment and item details, and order notes.

Edit Delivery Address & Order Information

You can edit the Ship To address and other order information in the Order Details screen.

  1. Open the Order Details screen.

    To do this, click the order number in the Orders grid, or double-click the order in the grid.

  2. Click Edit in either the Recipient panel or the Summary panel, depending on the information you need to edit.

    V3 Order Details screen. Red box outlines Edit option for Order Summary and Recipient panels.

  3. Edit the Ship To or the Order Summary as needed.

  4. Click Save when done.

You can edit the following fields in your order details: 

Recipient

Summary

Recipient Name

Paid Date

Company

Ship By Date

Address 1

Hold Until

Address 2

Shipping

Tax

Country

Total Paid

Phone Number

Email Address

(add multiple email addresses by separating each email with a comma)

You can also edit the Recipient information in the Orders Shipping Sidebar without opening the Order Details screen.

V3_ORD_ShippingSB_Customer_Edit_MRK.png

ShipStation will automatically lock the changes you make to the Ship To Address so that a store refresh will not override it. If you wish to revert changes back to the address originally imported from the store, click Revert to Original in the Edit pop-up.

Order details screen, box highlights Revert to Original option in the Recipient panel

To learn how to edit the shipping details for an order, review the Configure Shipping article of the Ship Orders section of this guide. 

Add & Edit Order Notes

ShipStation includes the following notes fields:

  • Notes From Buyer

  • Notes To Buyer

  • Gift Notes

  • Internal Notes

  • Custom Fields 1, 2, and 3

Some of these fields contain notes imported from the store if the store both supports that field and the store sends it to ShipStation. The notes fields can be edited directly in ShipStation. Add the corresponding Field Replacement to your packing slips template or customer notifications emails template to add the text from the notes fields.

You can add notes to an order, or edit existing order notes, in the Order Details screen ...

order details screen, box highlights notes section in a shipment

... the Orders grid Shipping Sidebar...

Orders tab shipping sidebar, box highlights Notes section

...and in the Orders Grid.

V3_ORD_Grid_NotesColumn_MRK.png

Add or Edit Notes

To add or edit notes:

  1. Click Add Note to add a note where no note exists, or click in the note area to edit an existing note.

  2. Type the text for the note.

  3. Click or tab out of the notes field.

ShipStation will save the note and the notes icons in the Notes column will turn dark grey so you will know at a glance which orders have notes and what kind.

V3_ORD_Grid_NotesColumn_MRK.png

Hover over the notes icons in the Orders grid to read the Order's note in a popover.

Pin Your Notes

You can pin notes within the Order Details which will leave the content of the note visible even if the note section is collapsed. The content of the note is visible in the Notes section of the Order Details or the Sidebar on the Orders tab.

ODET_PinnedNote.png

Click the pin icon pinNote_icon.png by the note you want to remain visible. The note will stay pinned across orders for the duration of your session.

About Order Notes

  • Notes imported from your store take priority in ShipStation. Be careful when editing Notes From Buyer, Notes To Buyer, and Gift Notes as these notes can be overwritten with a store refresh. 

  • Some stores allow you to map other order information into Custom Fields 1, 2, and 3. To find out if your store supports this option, review the article for your store's platform in the Integrations Help Guide. 

Add and Edit Order Items

To add, edit, or remove the items on a manual order:

  1. Open the Order Details for the order you wish to edit.

  2. Click the Add or Edit Items button.

    V3_ODET_AddEditItem_MRK.png

    ShipStation will go into edit mode so you can then edit an existing item's details, add a line item, or remove a line item.

  3. Edit, add, or remove an item.

    Order Details. Boxes highlight button to Add a Line Item, and trash can icon to delete items

  4. Click Save.

Editing Items on Imported Store Orders

You can only edit items on manual orders in ShipStation. Items from imported store orders can not be edited. This is to ensure the orders in ShipStation always matches the order source.

To add items to orders imported from a store, make the change to the order on the selling channel. Refresh the store in ShipStation to see the new item.

This method will not remove line items from imported orders.

Shipment Activity

The Shipment Activity section is an activity log where ShipStation records actions taken on the shipment manually and via automation. 

Shipment Activity expanded in Shipment panel of Order Details window with Shipment Activity highlighted

  • Manual actions will show which user performed it.

    All users are labeled unless they have been removed from your Active Users.

  • Automatic actions will have ShipStation as the user.

    The "user" ShipStation is not an individual. It only denotes ShipStation has performed an automated action. Automation rules and imports will have ShipStation as the user.

Note

Shipment activity is stored for 60 days in ShipStation. Activity older than 60 days will not be visible.