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Orders Tab Overview

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

FILTERS:

Order Statuses: 

You'll notice your orders are organized by status on the left side of the window.

Draft

EZ Order

Review

Pending

Approved

Processed 

Shipped

Cancelled 

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:

 

Re-Order

Edit Order

Resend Order Email

Cancel Order

Move to Review (if the Order is in the Pending status)

Move to Approved (if the Order is in the Pending status)

Move to Pending (if the Order is in the Approved status)

Move to Processed (if the Order is in the Approved status)

Move to Approved (if the Order is in the Processed status)

Move to Shipped (if the Order is in the Processed status)

Download Order PDF 

Download Order XLS

Download Linesheet PDF

 

EXPORT:

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

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