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How to use the Order Tab (for Buyers)

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:

Currency- If you work with multiple currencies you can switch between them. 

Company- Choose which company you would like to order for. 

Sales Rep- Choose your Sales Rep.

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: 

Click on the arrow located to the far right of each order to view options. When applicable, icons will appear here to:

Delete the order

Copy the order

Download Order XLS

Download a PDF 

 Open the order to EDIT

 

EXPORT:

Download a CSV of the orders in your current view (including line item data) for back of house use.

 

 

 

 

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