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Shift4Shop’s new Orders Hub features a variety of tools to customize the appearance of your Order Management system. It also features a Filter tool to help you quickly look up orders based on conditions that you specify. This article goes over the options available to you.
To enable the new Orders Hub, log into your Store Manager and go to Orders > Manage Orders. At the top you will see a banner at the top that will allow for you to switch to the new Orders Hub.
Please keep in mind that you will be able to switch to the previous version of the Order Management system at this time. This will be phased out by March 31st, 2026.
Columns
By clicking on Columns you can select which of the information columns are actually visible on the Orders Hub itself. This controls the data that is visible before actually viewing any order. The following columns are available to you:
- Invoice - Displays the Invoice Number. This cannot be hidden.
- Date - Displays the date the order was placed on.
- Name - Displays the Customer Name for the order.
- Company - Displays the Company name for the order.
- Label - Displays any Label assigned to the order.
- Total - Displays the order’s total amount.
- Status - Displays the Order Status for the order.
- Payment Type - Displays the name of the Payment Method used for the order.
By clicking on the Columns button, you are able to control if you would like to hide or show any of these columns. You are able to mix and match any combination of options to tweak the display to your liking.
You are also able to click on the Column Name for any selected column when viewing the order list and drag and drop them to rearrange them. So if you’d like to change the order and have Date display first, for example, you would simply click and hold on the Date column and drag it to the left.
Filters
Filters are a feature that allow for you to filter out results based on specified criteria within your orders. So while you can search for orders using the search bar, this allows for you to look up orders in bulk based on conditions you specify.
By clicking on Filters you will see the following screen:
The first field that states Select Column controls what field this filter is actually searching within. The options for it are:
- Date
- Invoice
- Name
- Label
- Total
- Payment Type
- Phone
- Email Address
- Company
- Item ID/SKU
- Address
The second field, which reads Contains, controls the behavior of the filter itself. You may choose to have filters search based on whether or not it contains the information you are looking for. Your options are:
- Contains - Will apply to orders that contain the information you enter. For example, if your value matches, it will display.
- Does Not Contain - Will apply to orders that do not contain the information you enter. For example, if your value matches what is present, it will not display.
The last field is Value which is user defined, so you may enter in the text you wish for the filter to look for or exclude.
So, for example, if you wished to look up orders using an email address associated with Yahoo, you would set the following:
- For the first field, you would choose Email Address
- In the second field, you would select Contains
- And in the third field for Value, you would enter in Yahoo
This means that your filter would automatically display only orders that contain the word “Yahoo” within its email address. If you wish to narrow it down further, you can even change the value to “yahoo.com” for even finer tuning.
You are also able to combine multiple filters at a time to better control the results. When viewing the Filters screen, simply click on the + button to the right to create another filter. Simply adjust each filter based on the conditions you wish to use, and it will automatically make use of all of them.
NOTE:
The search bar to the right of the Filter tool can also be used to filter orders. This search bar looks at all information within an order to quickly return a list of relevant orders. It can be helpful for situations where you may not need a full filter setup.
Density
Density is a purely visual set of options available to you within the Orders Hub. By clicking on the Density button, you will have the following options:
- Compact
- Standard
- Comfortable
These options will simply adjust the padding used for the Orders Hub in case you would like to increase or decrease the spacing used on this page. So if you find things may be too cramped or even too spacious, you can adjust it to your liking!
Export
The Export button here serves as a quick way to create a CSV or print out the Orders Hub screen. Based off of the Density, Columns, and Filters applied, it will simply create the file based on what you currently see on the screen. This does not export orders themselves.
If you wish to export the actual orders themselves, please refer to our article found here.
Preferences
At the top right, we have a Preferences button. This contains two additional options to further fine-tune the way your orders are displayed in the Order Hub:
- Side-Panel View - When enabled, this means that clicking on an Invoice will display a preview of the order within a side-panel to the right. By disabling this, it will make it so that clicking on the order will automatically open a new page where you can see the order details in full and bypass this preview.
- Show Statuses with No Orders - When enabled this means that all visible Order Statuses will be displayed at all times. If this is disabled, this means that Order Statuses with zero orders will automatically hide from display.
NOTE:
If you wish to adjust the name and visibility of Order Statuses, it is found within the Store Settings. Please see here for more information.
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