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Gift Boxes - Current Orders

Menu Location: Customers > Gift Boxes > Gift Boxes - Current Orders (only appears when the Gift Boxes feature is turned on)

Last Updated: 2026-07-26


Overview

"Gift Boxes - Current Orders" is not a separate page. It is a preset link into the main Orders page (the same tool used for every subscription order) that opens with the Order Type filter already set to Gift Box and Status set to NOT Cancelled. The admin menu itself describes it this way: "All gift boxes this week, special report modifies the Orders page."

Because it is the Orders page, everything you can do to a regular order (search, filter, cancel, credit, message, print, export) is available here too, applied to gift box orders specifically.

This page is not the place to create or edit a gift box product, or to see full gift certificate/sales totals:

  • To manage gift box products (name, duration, price) use Gift Boxes (admin-edit.php?table=gift_boxes).
  • For sales totals and rankings use Gift Boxes Report (gift-box-report.php), which is also where the "Gift Boxes Current Orders" button lives.
  • Gift Boxes are not the same feature as Gift Cards / Gift Certificates (admin-edit.php?table=gift_certificates), which is a separate store-credit feature.

Note on the delivery week shown: the menu link opens to a specific delivery week that is hard-coded into the link (not automatically "this week"). Use the < / > arrows next to the week filter to move to the week you actually want to review.


Page Layout

Header Section

  • Search box - free-text search (see Search & Filtering below)
  • Week navigation - < and > links move the results back/forward one delivery week
  • Status, Order Type, Route, Box Type filters - dropdowns described below
  • A result count ("N found") is shown next to the page title

Gift Box Order Table

Each row is one order (cust_order record) with Order Type = Gift Box. Columns shown on screen include:

  • Order ID and a link to open the order (customer_order_info.php)
  • Customer - the name/account linked to the order, with a link to that account and a "log in as this customer" shortcut. For a gift box order this is the recipient's own account (an auto-created "Gift Recipient" account type), not the person who purchased the gift.
  • Address / phone
  • Status (see Status Filter below)
  • Route and stop number, for deliveries on a route
  • Total
  • Tracking number, if EasyPost/carrier tracking is configured for the tenant

The gift sender's name and the gift message itself are not shown in this on-screen table (see Gift Message & Sender Information below).


Search & Filtering

The single search box matches, in this order:

  • An order ID, if you type a number up to 7 digits
  • A tracking number, if the text starts with "1Z"
  • Otherwise, the linked account's last name, first name, address, address2, or city

There is no separate search by sender name, gift message text, or email on this page.

Status Filter

Real options on the Status dropdown: Open for subbing (0), Closed/prepping (1), Being Delivered (2), Waiting for Payment (3), Completed (4), Cancelled (5), NOT Cancelled (-23), View ALL (-24). The Gift Boxes - Current Orders link presets this to NOT Cancelled.

Order Type Filter

Preset to Gift Box. The same dropdown can be switched to First Box, Second/Third Box, Promo Box, Regular Box, Re-Ship, or Pickup Order to see other order types on this same tool.

Box Type Filter

Filters to a specific gift box product (pulled from the Boxes list), useful when you sell more than one gift box option (e.g. a 3-Month vs. 6-Month gift).

Route Filter

Filters to one delivery route for the selected week, showing the route name and its delivery day.

Other filters available

  • Zip code search, or a multi-line box to search many zip codes at once
  • Tracking codes multi-line search box
  • Shipping label filter: "HAS shipping label already" / "Doesn't have a shipping label"
  • Min/max stop number, for narrowing a route to a range of stops

Actions & Operations

These are the real toolbar/bulk actions on this page (some require the tenant to have the related feature enabled):

  • Print (printer icon) - opens a print-friendly view of the current filtered list
  • Download CSV - exports the filtered list. Columns include Customer ID, Last/First Name, Email, Phone, Order ID, Box Type, Delivery Date, Order Status, Order Type, Total, Route, Stop Number, plus Estimated/Actual Delivery. When Order Type = Gift Box, two extra columns are added automatically: "Gift Message" and "Gift From", pulled from the gift box record for that order. Depending on tenant configuration, additional columns (EasyPost tracking/address, VAT, driver tip, volume) may also appear.
  • Print Labels - generates a PDF label for each checked order (name, address, and a box-type icon, including a gift icon for gift box orders). This is a printed identification label, not a packing slip, and it does not include the gift message.

Bulk actions on checked orders

  • Cancel Orders / Delete Orders
  • If EasyPost is enabled: Delete EasyPost Labels

Actions on the entire filtered list

  • Email List / Credit List
  • Send Text Message (if SMS/Twilio is enabled) / Send Push Message (if push notifications are enabled)
  • Move to Route (reassigns route and delivery date for every order in the filter)
  • Change Box (bulk-changes the box product on every order in the filter)
  • Add Note / Bulk Add Bonus Product
  • Re-calculate All Orders, Cancel All Orders, Delete All Orders, Regenerate Orders (these prompt for confirmation)
  • If EasyPost is enabled: Reset EasyPost Labels, Delete EasyPost Downloads, Reset EasyPost Failed Attempts

Pagination

Results are paginated (10 per page); a control below the results table lets each admin user turn pagination on or off, and the setting is remembered per admin user.


Gift Message & Sender Information

The gift's sender name, recipient contact details, and the gift message itself live on the gift_boxes database record for the order (message, from, to, recipient_first_name, recipient_last_name, recipient_email, street/city/state/zip), linked to the order via gift_order_id. On this Orders view, that information is only exposed through the CSV export's "Gift Message" and "Gift From" columns.

To read or correct the sender/recipient details or the gift message directly, open the record on the Gift Boxes admin-edit page (admin-edit.php?table=gift_boxes), not on this Orders view - there is no gift message viewer or editor built into this page.

If a gift recipient later signs up as a real customer, the gift box record is linked to their new account (recipient_cust_id). There is no dedicated conversion-tracking dashboard on this page for that.


Common Use Cases

Use Case 1: Review this week's gift box orders

  1. Open Gift Boxes - Current Orders from the Customers menu
  2. Use the < / > week arrows to reach the delivery week you want (the link does not always default to the current week)
  3. Leave Status on "NOT Cancelled" and Order Type on "Gift Box"

Use Case 2: Export gift box data for accounting or fulfillment notes

  1. Apply the Route, Box Type, or Status filters you need
  2. Click Download CSV
  3. The export includes the standard order columns plus "Gift Message" and "Gift From"

Use Case 3: Print identification labels for a batch of gift boxes

  1. Filter to the route or box type you're packing
  2. Check the orders needing labels
  3. Click Print Labels to generate a PDF (name, address, box-type icon)

Use Case 4: Cancel a gift box order

  1. Search by order ID, or filter down to the order
  2. Check the order and use Cancel Orders, or open the order (wrench icon) to cancel it individually

Report Data & Columns

CSV export columns for a Gift Box filtered export:

Column Notes
Customer ID / Last Name / First Name / Email / Phone The account linked to the order (the gift recipient's account for a gift box order)
Order ID Links to customer_order_info.php
Box Type The gift box product ordered
Delivery Date Scheduled delivery for this order
Order Status Open, Closed, Being Delivered, Waiting for Payment, Completed, or Cancelled
Order Type "Gift Box" for this filter
Total Order total
Route / Stop Number Delivery route assignment
Gift Message From the linked gift_boxes record, gift-order-only column
Gift From Sender name, from the linked gift_boxes record, gift-order-only column

Troubleshooting

A gift box order isn't showing in the list

Check, in order:

  1. Status filter - a cancelled order will not show under "NOT Cancelled"; switch Status to "View ALL" to confirm
  2. Order Type filter - confirm it's still set to "Gift Box" (a stray edit to the URL/filters can change it)
  3. Delivery week - use the week arrows to check you're not looking at the wrong week
  4. Search directly by order ID if you have it

The gift message doesn't appear on the printed label

This is expected: Print Labels only prints the recipient's name, address, and a box-type icon. The gift message is not included on the printed label. To see or share the message, use the CSV export ("Gift Message" column) or open the gift box's record on the Gift Boxes admin-edit page.

Confirm the checked orders have a valid recipient address; the label PDF is built per order from the order's address fields.


  • Gift Boxes (admin-edit.php?table=gift_boxes) - manage individual gift box records and the gift box product catalog
  • Gift Boxes Report (gift-box-report.php) - sales totals and the link that opens this Current Orders view
  • Orders (cust_order.php) - the same page, unfiltered, used for every order type

Quick Reference Card

Task Action/Location
Change the delivery week shown Click the < / > arrows next to the week filter
Filter to one gift box product Use the Box Type dropdown
Filter to one delivery route Use the Route dropdown
See cancelled gift orders too Change Status to "View ALL"
Export gift box data with sender/message Click "Download CSV"
Print identification labels Check orders, click "Print Labels"
Cancel an order Check the order, click "Cancel Orders" (or open the order and cancel it there)

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.