Category: Order Desk 101

How to Send Shipment/Tracking Info to Customers

Order Desk can be configured to automatically send shipment and tracking information to your customers when their packages have been shipped. In order to take...

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How to Send Email From Order Desk

Order Desk can be used to send emails to your customers or yourself, and the system will periodically email an alert to store admins regarding...

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How to Refund and Capture Payments

The payment gateway integrations for Order Desk allow you to refund payments right from Order Desk. The integrations do this by passing the original payment...

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How to Post Order Information to a Custom Script

With Order Desk, you can post order information to a custom script using the Rule Builder. One of the rule actions that can be triggered on...

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How to Merge Orders

Order Desk can merge two or more orders together to make shipping an easier and more affordable process for you or your fulfillment service. This...

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How to Manage Multiple Stores On One Account

In some scenarios, you may need to create additional Order Desk stores to be able to manage all of your orders in Order Desk. While...

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How to Import a Spreadsheet

In some cases, you may need to import your data into Order Desk, whether that be orders, updates to orders, inventory items or shipments (package...

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How to Handle Returns

A common question about Order Desk is how to handle returns, or if it’s even possible. Because Order Desk is a uniquely customizable order management...

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How to Delete a Store

This guide outlines the process by which you can permanently delete your Order Desk store. If you would like to temporarily disable your store instead,...

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How to Customize Folder Columns

In Order Desk, your folders have columns that provide an overview of the information in each order. These columns can be rearranged, changed or customized...

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