In this article, you will learn how to search, filter, and view orders.
The View Order option of the Order Management module allows you to view existing orders and lets you edit/update orders if necessary.
There are two (2) methods on how to view orders:
Note: click the links to view the step-by-step guide on how to view existing orders.
Method 1: Viewing Order Summary
This method lets you view the selected order's Order Summary and ordered Product Details.
- On the Module Menu, click Order Management and select Orders. The Orders sub-menu will expand.
- In the Orders sub-menu, select View Orders. You will be directed to the Order Management page.
- In the Orders panel, use the fields as filter parameters.
Note: you can use multiple filter/search parameters. - In this example, we used the Min Delivery Date field.
- After entering the filter/search parameter(s), click.
- The searched/filtered results will appear in the Orders list.
- To view the order summary, click the Plus icon in line with the chosen order.
- The Summary tab displays the order summary. In this tab, you can find the basic order details such as the client information, delivery details, order totals, and other fees.
- To view the Product details, click the Order Size tab. In this tab, you can find the order's product information, delivery details, and order status.
Method 2: Viewing Complete Order Details
This method lets you view the complete order details right within the orders list.
- On the Module Menu, click Order Management and select Orders. The Orders sub-menu will expand.
- In the Orders sub-menu, select View Orders. You will be directed to the Order Management page.
- In the Orders panel, use the fields as filter parameters.
Note: you can use multiple filter/search parameters. - In this example, we used the Min Delivery Date field.
- After entering the filter/search parameter(s), click .
- The searched/filtered results will appear in the Orders list.
- Find the order that you intend to view and Double Click it to open the complete order details. You will be directed to the View Order <Order Number> page wherein you can view the complete order details. You can scroll down to view all the details under the appropriate panels (i.e. Client Information, Delivery Address, Order Details, etc.).