Order management
Order management shows a one-page overview of an order. It has indications of where an order, shipments and payment is in the fulfillment process. It also has an order search with filter capabilities.
To access the order management page, to the Sales tab, and then click Orders in the left-hand menu.
Order list
You will be presented with a list of orders, sorted from newest to oldest. Use the search box to search for orders, using customer number, customer email, customer name, order number or payment or shipment references (including tracking numbers).
You can also use filters to find the orders you need. Use the Order status or Date filter to limit which orders are displayed in the list. Additional filters are available in the More filters dropdown.
Saving your order view
The order list will remember your last used search term(s) and filter(s). You can also save your active search and filters in a View. Just click the Save view button at the top of the screen. Saved Views are shared with all users and can be found in the Views dropdown.
Exporting order data
You can export your orders to Excel. Click the Export button at the top of the screen to create an export of the current list of orders.
Order details
Click on an order in the order list that you would like to view. This will give you access to an order's:
- Product information including product image
- Order status
- The list price
- The quantity ordered
- Discounts that has been applied
- Subtotal for each row and then order
- Customer information, billing and shipping address
- Payment information
- Shipment information
- Additional order information
- Possibility to cancel the part of the order that has not been shipped
- All sales return orders that are linked to the current sales order.
There is also information on total discount, shipment fee, VAT, and order total.