The Orders Tab
This is the screen you will see when accessing your orders:
*Please keep in mind that brand preferences dictate how the Orders tab is used. For example, some brands do not update the Orders tab throughout the entire ordering process.
Order Statuses:
You'll notice your orders are organized by status on the left side of the window.
EZ Orders
Draft
Review
Pending
Approved
Processed
Shipped
Cancelled
Filters:
Company- Choose a company to see all their orders
Sales Rep- Choose a Sales Rep to list out all/only their orders
Date- Choose between All Dates, Order Date, Order Modified Date, Start Ship and End Ship Dates.
Search:
Search your past orders by order number using the Search Bar.
Actions:
When applicable, icons for further actions will appear here to:
Edit (pencil icon)
Re-Order (make a duplicate of this order with all the same products and shipping details)
And More Actions:
Cancel (if applicable)
Download Order XLS
Download a PDF copy of order
Export:
Download a CSV of the orders in your current view (including line item data) for back of house use.