Using the Order Details Page

Nazeli Abrahamyan

The Order Detail page is the central hub for viewing and managing individual orders in the app. It offers complete transparency into each order’s lifecycle—from ingestion to routing, fulfillment, and beyond—while enabling both automated processes and manual interventions. This page also includes editable sections for direct updates and resolution, supporting operational flexibility.

Information Section

Section	Description
Internal Info	System-generated metadata and processing data Includes automation status, routing details, and diagnostics Useful for troubleshooting and understanding how the order was handled
External Source Info	Data from the external app (e.g., Shopify, Amazon) External Order ID, timestamps, source URLs Includes the raw source document pulled into the app Has the option to navigate to the external source order

Order Status Bar

Element	Description
Color-coded badges	Green = Fulfilled, Gray = Not processed, Red = Failed
Progression timeline	Ordered → Ingested → Hold Release → Routed → Fulfilled
Helper text	Explains current order status and suggested next steps
Routing indicators	Shows if routing is successful, failed, or still pending

Order Details Tab

Section	Description
Order Items	SKU, product name, quantity, price, and tax- Status by item: Routed, fulfilled, or with issues Custom fields from the source app
Paid Status	Payment method, currency, and amount- Financial breakdown: Subtotal, tax, discounts, shipping, total Payment terms and net due dates if applicable
Activity	Chronological event log Status changes, automation activity, and integration syncs Manual actions, notes, or administrative updates
Order Routing History	Each routing attempt and result Location assignments and logic Reasons for routing decisions Direct links to Routing Engine configuration and logs Links to the Order Routing Engine for the order run records.
Exceptions	Active and dismissed exceptions for the order Exception details, origin, and linked records Options to dismiss an exception or ask Pippen to explain it.

Exceptions Card

When an order has exceptions, the Exceptions card appears on the Order Details page. Use it to review, explain, and dismiss exceptions without leaving the order.

The card has two tabs:

Tab	Description
Active	Exceptions that still need attention The number next to the tab name shows how many active exceptions the order has
Dismissed	Exceptions that were previously dismissed for this order The number next to the tab name shows how many dismissed exceptions the order has

Tab

Description

Active

Exceptions that still need attention

The number next to the tab name shows how many active exceptions the order has

Dismissed

Exceptions that were previously dismissed for this order

The number next to the tab name shows how many dismissed exceptions the order has

Dismissed exceptions stay visible on the order in the Dismissed tab, so you can review the order's exception history without opening the exception list page.

Exception Details

Select an exception to expand it. Each exception shows:

Field	Description
Exception name	The exception category and type, such as Sent Order Failure - Stuck
Summary	A short description of the issue, such as "The order got stuck from being sent to fulfillment"
Origin	The integration that raised the exception; select the link to open that integration
Created	The date and time the exception was created
Entity	The record the exception belongs to, such as an order or a shipping request; select the link to open that record
Related	The record linked to the entity; for a shipping request exception, this is the parent order

An order can show more than one exception for the same issue. For example, a stuck order can have one exception for the order and a separate exception for its shipping request. Check the Entity field to see which record each exception applies to.

Exception Actions

Action	Purpose
Dismiss exception	Move the exception from the Active tab to the Dismissed tab
Explain	Ask Pippen, our AI agent, to explain the exception in plain language and suggest next steps
More options (⋮)	Open additional actions for the exception

Dismiss an Exception

In the Exceptions card, select the Active tab.
Expand the exception you want to dismiss.
Select Dismiss exception.

The exception moves to the Dismissed tab, and both tab counts update. For example, an order with two active exceptions shows Active 1 and Dismissed 1 after you dismiss one of them.

Dismiss an exception only after you resolve its root cause, or when you confirm that no action is needed. For exception types and resolution steps, see Order Exception Engine.

Actions Available

Primary Actions

Action	Purpose
New Shipping Request	Create a manual shipping request for any unfulfilled items
Re-run Routing	Re-evaluate the order using the Order Routing Engine
Cancel Order	Cancel the full order, with options for inventory restocking

Dotted Menu Options

Action	Purpose
Edit	Modify address, line items, or other order fields
Clone	Duplicate the order
Push	Sync order data to external systems (e.g., ERP)
Mark "Ready for Fulfillment"	Force order to be available for routing
Mark "Review Required"	Flag order for manual handling
Mark Unfulfilled	Reset fulfillment status for reprocessing
View JSON	Inspect raw order data structure
Archive	Move to archived state (removed from default views)
Delete	Permanently delete the order

Available actions vary based on the order’s status and user permissions.

Shipping Request Tab

Section	Description
Shipping Requests	Fulfillment location, shipping method, line items- Request status (pending, sent, fulfilled, etc.) Carrier, tracking, and delivery data Cancel, edit, or create new shipping requests
Fulfillment Information	Shipment data from 3PLs and fulfillment partners Tracking numbers, carrier info, and delivery status Timeline for pick, pack, and ship Status of integration syncs

Editable Sections

These editable sections provide direct control and allow for responsive changes without disrupting the overall order flow.

Line Items (Editable)

Field	Description
Product Selector	Choose or search for the correct product (SKU)
Price	Set or adjust the line item price
Quantity	Enter the number of units ordered
Discount	Apply item-specific discount (flat value)
Tax	Enter a tax amount, if applicable
Quantity Unit	Select the unit of measure (e.g., Each, Pack, Case)
Requires Shipping	Toggle to mark whether the item requires physical shipping
Is Tracked at Source Channel	Toggle to indicate if the item is tracked at the original selling app (e.g., Shopify)
Is Taxable	Toggle to include/exclude item from tax calculations
Custom Fields (Name/Value)	Add additional metadata for the item; supports multiple field/value pairs
Total Available	(Auto-filled when a product is selected) Displays the available inventory for the selected SKU

Order Routing History (Editable)

Functionality	Purpose
View routing decisions	See logic used for fulfillment location selection
Manual overrides	Manually assign to different warehouse/locations
Routing rule evaluation	Identify which rules were applied and why
Re-routing	Re-trigger the routing engine as needed

Tags (Editable)

Functionality	Purpose
Custom tagging	Organize and filter orders with user-defined tags
Workflow automation	Trigger actions based on tag rules
Bulk operations	Apply or manage tags across multiple orders
Integration mapping	Tags can be used to route or process orders differently

Order Note (Editable)

Functionality	Purpose
Internal documentation	Communicate order context with your team
Processing instructions	Record special handling or customer instructions
Issue tracking	Document known issues and resolutions
Audit trail	Timestamped user-attributed note history

Shipping Address (Editable)

Functionality	Purpose
Address correction	Fix errors before fulfillment begins
Customer updates	Respond to address changes from the buyer
Validation	Ensure address is complete and properly formatted
Routing impact	Address changes may trigger routing reassessment

Billing Address (Editable)

Functionality	Purpose
Financial accuracy	Ensure proper data for invoicing and accounting
Tax calculations	Location-based tax rules rely on billing address
Payment verification	Helps prevent fraud and ensure payment match
ERP integration	Sync billing address with financial systems

Custom Fields (Editable)

Functionality	Purpose
Additional data capture	Store extra business-specific information
Integration mapping	Support requirements of external systems
Rule-based automation	Use custom data in automation and routing logic
Reporting	Filter, track, and analyze orders using custom fields

Shipping Request Activity (Editable/Interactive)

Functionality	Purpose
Event filtering	Focus on shipping-related events only
Status tracking	See fulfillment progress for each request
Troubleshooting	Identify failed events and reasons
Integration monitoring	Track external communication flow
Event replay	Retry failed shipping request events if necessary

Order Activity (Editable/Interactive)

Functionality	Purpose
Full event history	End-to-end log of all actions and updates
User actions	Identify who made what changes and when
System events	View actions from routing, automation, and integrations
Event detail drill-down	Access request/response logs and error info
Troubleshooting filters	Isolate failed or incomplete events
Event management	Replay or rerun events to resolve issues

Exceptions (Interactive)

Functionality	Purpose
Active and Dismissed tabs	Review current exceptions and previously dismissed exceptions in one place
Exception counts	See how many active and dismissed exceptions the order has
Linked records	Open the entity, related record, or originating integration
Explain	Get a plain-language summary and next steps from Pippen
Dismiss exception	Move a resolved or non-actionable exception to the Dismissed tab

Need Help?

If you need additional assistance:

Use Ask Pippen, our AI agent, located at the top of the app page.
Submit a support request with as much relevant detail as possible. Learn how to submit a request.
For urgent issues, email us directly at support@pipe17.com.

We're here to help you succeed with your operations.

Related to:

Orders

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