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 colon.
Counters at 0 can be hidden by clicking on the three dots next to counters.
Filters
Filtering allows viewing orders matching a search criterion.
Available filters depend on your specific configuration. Configuration can be managed in the Settings
page.
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
Colons and their titles depend on your specific configuration. Configuration can be managed in the Settings
page.
List of orders matching the search query.
Colons and their titles are dependent on your site configuration.
Colons 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 colons that have an up and down arrow next to their title. Clicking ⯅
will sort ascending, ⯆
will sort descending.
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.
History
All actions related to the order is tracked and displayed in its History
section.
For actions manually set, user identity of the one that initiated it will be displayed.
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
If you share the Order List
page's URL, all applied filters will be shared as well.