• The Order Manager Page
• Order Views
• The Order Details Page
• How to edit an order
• How to transmit an order
• How to transmit multiple orders simultaneously

The Order Manager is your centralized hub for viewing, filtering, and managing all customer orders. From this page, you can review order details, check statuses, apply filters, and create new orders.

1. New Order

Click the New Order button to manually create a new order. This opens the order creation form, allowing you to select a customer, add products, and submit the order. For more documentation on this page, click here

2. Filters

Use the Filters button to narrow down your order list based on specific criteria.

Filter Options

• Keywords – Search for specific words or phrases within order details.
• Order Status – Filter orders by their current status (e.g., In Process, Shipped, Completed).
• Payment – Filter orders based on payment state such as Paid, Unpaid, or Pending.
• Shipping – Narrow results by shipping method or shipping status.
• Transmission – Filter by how the order was transmitted (e.g., Manual, EDI, API).
• Invoice – Show orders that are invoiced or not yet invoiced.
• Vendor – Display orders associated with a specific vendor.
• Include Associations – Include orders tied to associated accounts or users.
• User Group – Filter orders by assigned user group.
• Category – Limit results to orders containing products from a certain category.
• Include Subordinate Categories – Include subcategories of the selected category.
• Manufacturer – Show orders that include products from a particular manufacturer.
• Sales Person – Filter by the salesperson responsible for the order.
• User – Display orders placed by a specific user or customer.
• Order Taker – Show orders entered by a particular staff member.
• Desired Approver – Filter by the user designated to approve the order.
• Approver – Show orders approved by a specific person.
• Product – Search for orders containing a specific product or SKU.
• Affiliate – Filter orders linked to an affiliate or marketing partner.
• Coupon Code – Show orders that used a certain discount or promo code.
• Payment Method – Filter orders by payment type (e.g., Credit Card, PO, Check).

You can combine multiple filters to find specific sets of orders (e.g., unpaid orders, shipped orders, orders by a certain salesperson).

3. Order Views / Manage Views

The Order Views dropdown lets you quickly apply saved filters or custom views created in the Order Filter Views section.

For more info on this section, click here

4. Order List

This table lists all orders that meet your selected filter criteria. Each row provides a summary of an order, including:

• Order # – The unique order number (click to open full order details).
• Sold To – The customer name or company.
• Order Info – Includes purchase order number, shipping city, state, and postal code.
• Total – Displays the total amount of the order, including cost and margin indicators.
• Other Totals – Shows additional cost details or adjustments.
• Dates – Lists the time the order was placed and the date it was last updated.
• Status – Indicates the current order status (e.g., In Process, Shipped, Completed), along with icons for actions like invoicing or shipping.

You can also select multiple orders using the checkboxes on the left for batch actions (such as exporting or printing). For more info on batch order transmission, click here

5. Tools Menu

The wrench icon opens additional tools and settings for what orders are displayed on the order manager.

Additional Notes

• Click Refresh at the top right to reload the page and show the latest order updates.
• You can search or sort orders using the top bar to quickly locate specific entries.
• Combined with the Order Filter Views feature, the Order Manager becomes a powerful way to organize and monitor your order flow efficiently.

Order views can be used to filter orders by specific criteria.

To access your views or create new ones, click "manage views"

Creating a New Filter

1. Click + Add new record to create a new filter view.
2. In the Filter Name field, enter a descriptive name for your filter (e.g., “Paid Unshipped Orders”).
3. Set your desired filtering criteria using any of the available fields:

Filter Options

• Order Status – Select the order status (e.g., Pending, Completed, Shipped).
• Payment – Choose the payment status (e.g., Paid, Unpaid).
• Shipping – Filter by shipping method or status.
• Transmission – Filter based on how the order was transmitted (e.g., Manual, EDI).
• Invoice – Choose whether the order has been invoiced.
• Vendor – Limit results to a specific vendor.
• User Group – Filter by a particular user group assigned to the order.
• Category – Restrict to products within a specific category.
  • Include Associations – Includes orders linked to associated users or groups.
  • Include Subordinate Categories – Includes orders under subcategories of the selected category.
• Manufacturer – Filter orders containing products from a specific manufacturer.
• Sales Person – Show only orders assigned to a particular salesperson.
• User – Filter by the specific user who placed the order.
• Order Taker – Identify the staff member who entered the order.
• Desired Approver / Approver – Filter by designated or actual approvers for approval-required orders.
• Product – Search for orders containing a specific product.
• Affiliate – Filter orders by affiliate program association.
• Coupon Code – Show orders that used a particular coupon or discount code.
• Payment Method – Filter by payment method (e.g., Credit Card, Purchase Order).

Saving a Filter

Once you’ve configured your criteria:

1. Click Save to store the filter.
2. The filter will appear in the Saved Criteria list below with the name and defined criteria.

You can access the order details page by clicking the order number on an order:

The screenshot below shows the layout of the Order Details page, with each numbered section explained in detail below.

1. Order Header

Displays the order number and status.

• Order #15048 – The unique identifier for the order.
• Status Display – Displays the order’s status (e.g., In Process, Shipped, Canceled).

2. Actions Menu

• Edit – Opens the order in editable mode so details such as quantities, shipping, or payment information can be updated.
• More Actions – Provides additional options such as cloning the order, printing, or exporting details.

3. User Account Section

Shows customer information and account history.

• User Name & Contact Info – Customer name, email, and phone number.
• Account Since – The date the user account was created.
• Order History – Displays the number of previous orders and total spent.
• Send Email – Opens a direct email option to the customer.
• Action Dropdown – Additional user actions like create new order from this account.

4. Order Status Dropdown

A dropdown menu that allows you to change the status of the order.

5. Order Details

Navigation tabs that display related information for the order.

TabDescriptionDetails (5)Shows the main order summary, billing/shipping addresses, and ordered items.Shipping (7)Invoices (8)urchase Orders (9)Displays vendor purchase order information and transmission status.

6. Payment Details

Displays payment method, transaction status, and related details.

7. Shipping Details

Lists shipment tracking numbers, shipping method, and fulfillment status.

8. Invoices

Contains invoice numbers, dates, and amounts for billing reconciliation.

9. Purchase Orders (wholesaler)

COMING SOON

10. Event Timeline

Tracks all system and user actions related to the order.

• Includes automatic notifications such as “Order Receipt Sent” or “Order Placed.”
• Users can also add Public Notes (visible to the customer) or Private Notes (internal only).

11. Item List and Purchase Order Creation

Displays all products included in the order.

• Each item shows SKU, description, supplier, unit cost, quantity, and line total.
• Vendor can be selected from a dropdown for each item.
• Bulk Actions – Allows for batch updates to selected items.
• Create Purchase Orders – Generates vendor purchase orders for the selected items.

12. Order Documents

Used for managing attachments related to the order.

• Upload Document – Drag-and-drop or select files manually to attach.
• Add Attachments – Confirms and saves uploaded files to the order.
• Useful for invoices, packing slips, or vendor communications.

Additional Details

• Inventory Policy – Indicates how inventory levels are managed for the order.
• Shipping Method – Displays the shipping method chosen for this order.
• Order Totals – Shows subtotal, tax, shipping, and grand total with calculated profit margin.