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Order Summaries

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ShipStation Content Team

Updated

Explains what order summaries are, how to print them, and what customization options are available.

An order summary is similar to a packing slip but is more customer-focused. Order Summaries omit information the warehouse staff typically uses (like warehouse locations and barcodes). You may want to include the order summary inside the package to your customer instead of the packing slip. 

Here is a sample of a full order summary:

Order Summary Report Example

Here is a sample of a simple order summary:

Order summary report example displaying products, quantity, unit price and total price.

The simple summary includes only the order number and item related details.

Print Order Summaries

You can print Order Summaries from the Print menu in the Orders tab, the Orders grid Shipping Sidebar, or the Order Details screen. 

Orders Tab Print Menu

Orders tab with an arrow pointing to print menu with drop-down options revealed

When printing from the Orders tab print menu, select the order in the Orders grid first. You may also select multiple orders to consolidate multiple order summaries into a single report.

Shipping Sidebar Print Menu

Orders tab shipping sidebar. A box highlights the Print menu with its dropdown options.

Order Details Print Menu

A box surrounds Order Details Print button, drop-down options are visible: Packing Slip, Label, Pick List, Customs Forms, Order Summary

Open the Order Details screen by clicking on an order number or double-clicking an order in the Orders grid.

Customize Order Summaries

ShipStation order summaries have a few customization options in the Order Summary Document Options.

To access Order Summary Document Options:

  1. Go to Account Settings.

    Closeup of ShipStation toolbar with outline marking the Settings icon.

  2. Select Printing from the left-hand sidebar, then choose Printing Setup.

    Settings left-hand sidebar. Under Printing dropdown, red box highlights Printing Setup option.

  3. Click the Document Options for Order Summary.

    The Printing Setup modal shows the Document Options action marked for Order Summary.

    ShipStation will display the available options for order summaries.

Order Summary Document Options

The Order Summary includes recipient information, date paid, amount paid, order #, store name, customer and internal notes, and ordered items.

The Order Summary Printing Setup modal allows you to choose how your order summary appears. Sort Orders By shows the Order Number - highest first selected from the drop-down. A check box is next to Product Images, Product SKU, and 'Scan to View' Barcode. Simple Summary has been left unchecked. A Save Changes button keeps the selected options and closes out the modal.

The Order Summary Document Options are account-wide settings.

Options

 Details

Sort Orders By

Determines the sequence the orders print on the Order Summary page(s). 

Options are:

  • Order Date: Most recent first / last

  • Date Paid: Most recent first / last

  • Buyer Name: a to z or z to a

  • Order Number: lowest / highest first

  • Item SKU: a to z or z to a

  • Item Name: a to z or z to a

Product Images

Allows you to show or hide product image thumbnails on the order summary.

Product SKU

Allows you to use the product SKU listed in ShipStation Product Records rather than the SKU imported from the selling channel if the SKUs differ.

Simple Summary

The simple summary displays only the order number and item details and omits all other information.

"Scan to View" Barcode

Adds a Scan to View barcode to the Order Summary.

Order Summaries Legacy Layout

If you are using ShipStation's Legacy Layout, follow the instructions below to print Order Summaries.

Print Order Summaries

You can print Order Summaries from the Print menu in either the Orders tab, Order Sidebar or the Order Details screen. 

Orders Tab Print Menu

Orders tab. Print dropdown menu, red box highlights Order Summary option

When printing from the Orders tab print menu, select the order in the Orders grid first. You may also select multiple orders if you want to consolidate order summaries for multiple orders into a single report.

Order Sidebar Print Menu

Red box highlights Order Summary option in Print dropdown

If you do not see the sidebar, ensure that the Show Sidebar option is ticked on the Order Grid.

Close-up of Orders page. Red arrow points to Show Sidebar checkbox.

Order Details Print Menu

Print dropdown menu on Order Details page. Box shows Order Summary selected.

Open the Order Details screen by clicking on an order number or double-clicking an order in the Orders grid.

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