Interface overview

Orders can be viewed in a list view or a detail view. The list view allows finding orders matching a search criterion, and the details view managing a single order.

Order List

Search and viewing of multiple orders is available in the Order List page.

Counters

Counters indicate the amount of orders tagged with a given alert. For example, exceeded orchestration.

Orders with a given alert can be filtered by clicking on the alert. Clicking on it again will remove de filter.

Alerts have a color code, orders tagged with the alert have a dot of the same color on the left side, next to the date column.

Counters at 0 can be hidden by clicking on the three dots next to counters.

Filters

Filtering allows viewing orders matching a search criterion.

There is filtering by search :

• Order : Allows to query orders by their ID, customer name or customer email.

• Item : Allows to query orders by its items.

• Stock Location : Allows to query orders by processing endpoints.

And there is filtering by selection, which can be accessed by clicking on Filter :

• Type : Filter orders by a selection of order types

• Sales channel : Filter orders by a selection of sales channel

• Line item group state : Filter orders by a selection of line item group states.

• Date : Filter orders by a date range.

• Carrier : Filter orders by the carrier being used by its parcels.

Filter accumulation

Filters can be accumulated, filters of the same type will be joined by an OR clause and filters of different types will be joined by an AND clause.

Applied filters are displayed in green. Clicking on the x removes the filters.

List of results

List of orders matching the search query.

Columns and their titles are dependent on your site configuration.

Columns can be hidden and rearranged. Clicking on ⋮ at the top right of the list allows doing so.

Page size can be modified by selecting the desired one on the page size dropdown at the top right of the list.

Results can be sorted by columns that have an up and down arrow next to their title. Clicking ⯅ will sort ascending, ⯆ will sort descending.

Exports

Multiple orders can be selected and exported. The export will be a csv containing all existing columns (not dependent of hidden columns currently configured by the user).

Order details

Management of an order is available in its Order Details page.

Information

Information related to order are displayed in Order information section.
Order information section includes Summary, Payment and Delivery section.
Summary section is used to display information related to order like creation date and type of commande.
Payment section is used to display payment information like sub-total and shipping fees.
Delivery section is used to display delivery information like client information, delivery address and billing address.
Content of Summary , Payment and Delivery section can be defined in Parameter page.
Alerts (like orchestration timeout) are displayed in Summary section.
Delivery information can be modified through Edit delivery information pop-in by clicking on Modify delivery information button.

Note : Delivery information can be modified until preparation is done.

Comments can be added and viewed by clicking on Comments button.

Items, parcels and bags

Order Details page display items of an order and their information like name, image or quantity.
Items will be grouped when prepared by vendors.
Groups can be bags or parcels.
Information related to groups (like tracking code and carrier) will be displayed.
Displayed information related to groups and items can be defined in Parameter page.

Information related to items and groups can be accessed by clicking on them.
States can be modified in accordance with state graph.
Depending on its state, an item can be removed from the order.

For parcels / return parcels managed by carriers proving tracking link, a Track Parcel button will be available.
It will open carrer tracking parcel page to follow parcel shipping.
Print button allows to print documents related to shipping (like shipping label).

History

All actions related to the order is tracked and displayed in its Historysection.
For actions manually set, user identity of the one that initiated it will be displayed.
Elements can be filtered based on log level or user responsible of the action, by clicking on Filter button.
Text can be searched by typing it in Search text input field. Search will be applied on all texts displayed in History section and only elements containing search text will remain displayed.
Tracking Parcel and Print button are available on history element related to shipping events.
Note : Dates are in format DD/MM/YY

Stock

Viewing stock locations of all articles based on the stock query used during the orchestration rule can be accessed by clicking on Stock button.

Note : Stock page related to an order is not shareable. Access must be through its Order details page

Orchestration

Current rule of an order can be viewed through Orchestration pop-in by clicking on Orchestration button.
Orchestration pop-in allows to switch to a specific ruleset and rule.
Note : Change of ruleset/rule depends on user rights.

💡 Tips