Skip to content
Search Articles/

less than a minute read • Updated 2 hours ago

Transaction Folders

Streamline transaction management with folders.

Folders organize your transactions in the Foxy admin — group them by workflow stage, fulfillment status, or anything else you need, instead of working from one long list.

Steps

  1. 1

    Go to the Foxy admin and open Transactions.

  2. 2

    Click the folder icon at the top of the page to create your first folder. Give it a name and pick a color.

  3. 3

    Create more folders the same way. Once folders exist, they appear in the admin navigation under Transactions.

  4. 4

    Manage folders from that listing: sort them into any order, modify names and colors, or remove folders you no longer need.

  5. 5

    Move transactions between folders as they progress through your workflow.

Notes

  • You can route all new transactions into a specific folder so unprocessed orders start in one place.

  • Moving a transaction into a folder can trigger an automation through the transaction log webhook — for example, moving an order to Shipped can send the customer an email or text via Foxy Automations, Make, or Zapier.

  • To find transactions across folders, see Filtering transactions.

Need Help?

Did this article answer your questions? Need help with anything? Please click below to contact us.