View and manage your orders

Learn how to easily view, track, and manage all your customer orders from your Gegsy dashboard. Find orders, filter by status, and access order details.

Who is this article for?

  • Gegsy merchants who want to find, review, and track customer orders from the dashboard.

About the Orders section

The Orders section is where every order from your storefront, app, and other channels lands. From the Orders menu on the left, you can open:

  • All Orders — your full order history, with tabs and filters.
  • Live Orders — a real-time view of incoming and in-progress orders.
  • Group Sessions — orders created through group ordering, where several people add to one shared cart.

Find orders in All Orders

Open Orders → All Orders. Use the tabs at the top to narrow the list:

  • All — every order.
  • Active — orders still in progress.
  • Completed — finished orders.
  • Canceled — canceled orders.

Refine further with the filters: Customer (search by name), Type (such as pickup or delivery), Channel, Location, and Date. Select Reset to clear the filters, or CSV to export the current list.

Each row shows the customer Name, Source, Type, Channel, Items (with thumbnails), Location, Order date, Fill by time, Payment Status, and Status.

Open an order's details

Select any order to open its own Order Details page. The page updates in real time, so the status and fulfillment progress stay current while you have it open. At the top you'll see the Square order number, its status, and its type (for example, Pickup), along with a Print button and a link back to All orders. Below the order number is a copyable order ID — select it to copy the ID to your clipboard.

The summary cards show:

  • Total — the amount charged and the payment method used.
  • Items — the number of items in the order.
  • Location — the fulfilling location and fulfillment type.
  • Earned — loyalty stars the customer earned on the order.

A progress tracker shows where the order is in fulfillment. For a pickup order, the stages are Confirmed → Preparing → Ready → Picked up, each with a timestamp.

Review items, charges, and fees

Further down, Items & charges lists each item with its modifiers, any applied promotions, quantity, and price. Below that, a summary breaks down the Subtotal, Tax, Tip, any discounts, and the Total. The Fees section shows the Gegsy and Square fees applied to the order.

On the right, a customer card shows the customer's name and phone, the delivery or shipping address (for delivery and shipment orders), the store location, and how the order was placed (for example, Web or the mobile app). If the customer's saved details aren't available, the name falls back to the recipient on the order's fulfillment. The Payment card shows the payment Method and Risk level. If the customer left a note at checkout, an Order note card shows it.