Category: Order Desk 101

How to Split Orders

Rules can tell Order Desk how to split your orders and where to send them once they’re split. When orders are split, the tax, shipping,...

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How to Split and Dropship Orders for Separate Vendors

If you work with more than one fulfillment service or vendor, you can use Order Desk to send dropship emails to each separate service for...

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How to Set Up Shipping Class Matches

Because shipping method names on orders rarely match the shipping method names a fulfillment service uses, you can create shipping class matches to tell your...

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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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