Order Insights on the Shopify Order Page
Order Insights are panels Order Editing adds to an order's page in your Shopify admin. Each one shows useful information about that order at a glance, so you can see its editing status, which rule applied, the address check, and upsell performance without leaving the order.
You add them from the Blocks section on an order's detail page. Click Add block and pick the Order Editing panel you want.
ℹ️ Note: Order Insights are mostly for viewing information. The order summary panel also gives you a few quick actions, like extending or disabling the editing window for that order.
The Order Insights at a glance
There are four Order Editing panels you can add to an order's page. In Shopify's Add block menu they appear under these names:
Name in the Blocks menu | What the panel shows |
OrderEditing (order summary) | Whether the order can still be edited and until when, plus holds, payment savings, and edit history. |
OrderEditing (upsell strategy) | Upsell performance for the order: which strategies applied, offers viewed, and upsell revenue. |
Service Level Agreements | Which editing rule applied to the order, when editing closes, and what it changed. |
The result of the address check for the order, with any suggested correction. |
⚠️ Two entries are both named "OrderEditing": one is the order summary, the other is upsell analytics. They show different things. If you want both, add both. The sections below explain how to tell them apart.
Adding an Order Insight to an order
- Open any order in your Shopify admin.
- Find the Blocks section on the order's page.
- Click Add block.
- Choose the Order Editing panel you want from the list.
The first time you add the order summary panel, it asks for permission to read and edit the order. Click Grant access to turn it on.
ℹ️ Note: Each panel fills in once the matching feature has run for that order. The Service Level Agreements panel shows details once a rule has applied, the Address Validation panel shows a result once a check has run, and the upsell panel shows data once strategies exist. Until then, the panel shows an empty or "not triggered" state.
OrderEditing: the order summary panel
This panel is titled OrderEditing Summary once added. It's the main at-a-glance view of an order's editing status. It shows:
Editing window: whether the order can still be edited and the deadline. You can Extend the window (by 5 minutes, 1 hour, 1 day, or until the order is archived) or Disable editing for the order.
Editing access: a note if the customer only has partial access, such as editing their address, contact details, invoice, or cancellation only.
Edit history: whether staff edited the order, and any messages the customer left. If staff edited the order, unpaid customer edits no longer reverse automatically.
Holds: the fulfillment hold status for stores using ShipHero or ShipBob, with options to hold or release where available.
Payment savings: the payment processing fees Order Editing saved on the order.
ℹ️ Note: Order Editing can't edit orders older than 60 days. For older orders, this panel tells you editing isn't available.
OrderEditing: the upsell strategy panel
This is the second entry named OrderEditing in the menu. Once added, it's titled OrderEditing Upsell Strategy. It shows how your upsells performed on this specific order, across three tabs.
Tab | What it shows |
Analytics | Total products, offers viewed, upsell revenue, upsell time, and which pages upsells appeared on. |
Products | The products that were shown or recommended on the order. |
Strategies | Which upsell strategies the order was assigned, with links to each. If none applied, it tells you so. |
If you haven't set up any upsell strategies yet, this panel shows a Create a strategy link to get you started.
Service Level Agreements panel
This panel shows which editing rule governed the order. Use it to understand why an order had a particular editing window or restrictions. It shows:
Rule name: the editing rule that applied, or "No rule applied" if none matched.
When editing closes: the editing deadline for the order, shown as "Expires On" while open or "Expired On" once closed.
What the rule changed: badges for any features the rule turned off, and the messages the customer saw at each stage, such as at checkout or while editing.
Two buttons let you dig deeper: View Rule Details opens the rule that applied, and Manage All SLAs takes you to your Order Editing Rules.
💡 Tip: If an order's editing behaviour surprised you, add this panel to see exactly which rule applied and what it changed.
Address Validation panel
This panel shows the result of the address check for the order's shipping address. It shows:
Status: a label such as Address Verified, Address Suggestion Accepted, Address Confirmed by Customer, Address Suggestion Ignored, Address Could Not Be Verified, or Not Validated.
Address comparison: the original address next to any corrected or suggested address, so you can see what changed.
What happened: a timeline of the address events for the order across checkout, the Thank You Page, and the Order Status Page, with links back to the rule that ran.
ℹ️ Note: If the panel shows "Not Validated", address validation wasn't triggered for that order. See Why Isn't Address Validation Triggering?
FAQ
Why are there two entries called "OrderEditing"?
They're two different panels that share the same name in the Blocks menu. One is the order summary, which shows the editing window, holds, and edit history. The other is the upsell strategy panel, which shows upsell performance for the order. Add the one you need, or both.
Do these panels change the order?
They're mostly for viewing information. The one exception is the order summary panel, which lets you extend or disable the editing window and, for some fulfillment setups, hold or release the order.
A panel looks empty. Why?
A panel fills in once the matching feature has run for that order. If no editing rule applied, no address check ran, or you have no upsell strategies, the related panel shows an empty or "not triggered" state. This is normal.
How are Order Insights different from the order actions in the More actions menu?
Order Insights show information on the order's page. The actions in the More actions menu let you run a task on the order, like re-running editing rules or capturing payment. See Order Editing Actions in the Shopify Admin.
