Managing Orders

Find custom field data in your orders and export it for fulfillment workflows.

---

Where to Find Custom Field Data

When customers submit forms on your product pages, the data is stored with their order. You can find it in two places:

In Shopify Admin

1. Go to Shopify Admin → Orders
2. Click on any order
3. Look for the Additional details section or Order notes
4. Custom field data appears with the field labels and customer responses

In COLY App

The COLY app provides a dedicated orders view with better filtering and export options:

1. Open the COLY app from your Shopify admin
2. Click Orders in the navigation
3. Browse all orders that contain custom field data

---

Viewing Orders in COLY

The COLY Orders page gives you a focused view of orders with custom data:

Orders List

The main view shows:

• Order number — Links to the full Shopify order
• Customer name — Who placed the order
• Date — When the order was placed
• Status — Fulfillment status (unfulfilled, fulfilled, etc.)
• Custom fields — Preview of the form data

Filtering Options

Use filters to find specific orders:

• Search — Find orders by order number or customer name
• Payment status — Filter by paid, pending, refunded, etc.
• Fulfillment status — Filter by unfulfilled, fulfilled, partially fulfilled, etc.

Order Details

Click any order to see the full custom field data:

• All form fields and responses
• Product information
• Quick link to Shopify order

---

Exporting to CSV or Excel

Export your order data for use in spreadsheets, fulfillment systems, or reporting tools.

How to Export

1. Go to the Orders page in COLY
2. Apply any filters (date range, status, etc.)
3. Click the Export button
4. Choose your format:
   • XLSX (Excel with formatting) — Enhanced Excel format with text wrapping, styled headers, and highlighted custom data columns
   • CSV (Plain text) — Simple comma-separated values format compatible with all spreadsheet applications
5. Configure export options:
   • Payment status — Filter by paid, pending, refunded, etc.
   • Fulfillment status — Filter by fulfilled, unfulfilled, etc.
   • Orders by date — Only export orders within a specific date range
6. Click Export

What's Included in Exports

Each export includes:

Column	Description
Order Number	Shopify order reference
Order Date	When the order was placed
Customer Name	Customer's full name
Customer Email	Customer's email address
Product Name	The product with custom fields
SKU	Product SKU
Quantity	Number of items ordered
Custom Fields...	One column per form field

---

Using Export Data

Opening in Excel or Google Sheets

For CSV files:

1. Open Excel or Google Sheets
2. Go to File → Open (Excel) or File → Import (Google Sheets)
3. Select your CSV file
4. Data will appear in columns

For Excel files:

• Double-click to open directly in Excel
• Or upload to Google Sheets via File → Import

Fulfillment Workflows

Common ways to use exported data:

Print labels or work orders:

• Filter by unfulfilled orders
• Export to CSV
• Use mail merge in Word or a label printing app

Share with production team:

• Export orders with custom specifications
• Share the spreadsheet with your team
• Mark orders as fulfilled when complete

Reporting and analysis:

• Export all orders for a time period
• Create pivot tables to analyze popular options
• Track which custom fields are most used

Tips for Large Exports

• Break into smaller batches — Export by month for large order volumes
• Use consistent naming — Include the date range in your file name
• Keep backups — Store exports in a shared drive for team access