Optimize your working order

Optimize your Working Order, so you can best review the items in your cart.

Group and sort

From the standard view of the Products tab, use the Group by and Sort by options to organize your items. Group and sort when you have a lot of products in your cart and you want to streamline your display.

Group by in Order Details. Sort by in Order Details.


For example, if you grouped by Delivery and you have multiple deliveries, select the options below Grouped By: All Products (for all deliveries) or choose a specific delivery window.

Select a delivery window.

Change view

The Change View displays products in a small tile format and makes it easier to identify stock issues, missing quantities, or duplicate products.

You can adjust the Working Order view by selecting the Change View icon (4 squares) in the upper-right corner of the Products tab.

Change View.

Products highlighted in Red. RED indicate that the product doesn't have enough stock available. To resolve this, either remove the product with the X icon or adjust the quantities by selecting the product (or the Back icon in the upper-left corner).

Product with red flag.

Products highlighted in Yellow. YELLOW indicate that the size quantities were left blank. To resolve this, add quantities by selecting the product (or the Back icon in the upper-left corner).

Note: You'll also get the following notification of missing quantiles when you go to the Order Review tab: Some quantities missing. This will prevent you from submitting this order. Click on the product thumbnail or the Products tab to resolve.

Product with yellow flag.

Products highlighted in Blue. BLUE indicate that you have a duplicate product with the same ship dates in your order. To resolve this, either remove one of the products with the X icon or adjust the ship dates by selecting the product (or the Back icon in the upper-left corner).

Note: You'll also get the following notification of duplicate products when you go to the Order Review tab: OOPS! You can't have the same product twice for the same ship dates. Please select a different date range.

Product with blue flag.

Use the Grouped by options on the right corner of the Change View to organize your items, as well as review totals and subtotals.

Group by and Sort by in Change View.

Order spreadsheet

Want to review your order in a spreadsheet?

Order Export Templates are helpful when you want to take your time building an order or if you prefer using a spreadsheet for complex orders. Select Export in the bottom left corner of the Working Order and follow the steps in Export and import orders.

Additional resources

Check out these articles to learn more about your Working Order:

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