Orders list

Orders list

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

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.

Alerts and Counters

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

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

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

For more information on how to configure alerts, please visit this page. Order alerts

In the order list, alerts are displayed based on the selected sales channel filter. This way, users configured with a specific sales channel only see alerts related to their configured channel.

Filters

Filtering allows viewing orders matching a search criterion.

Available filters depend on your specific configuration. Configuration can be managed in the Settings page.

The list of filter keys available for the order search fields is retrieved via the orders_mapping route, which actually makes an API request to Elastic Search to retrieve the indexes.
More info : https://onestock.atlassian.net/wiki/spaces/OSOBS/pages/26149915

 

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.

Multiple filters

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.

Recovered orders are those (with a customer equal to “Colette Meilleur” OR “Nicolas Etoile”) AND (with items IDs equal to “23129402_BL_38” OR “15716240_YE_S”)

NEW Smart Search : search orders using natural language

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How it works

Smart search is a new feature in the Orders Backoffice that allows users to search for orders using natural language.

Instead of manually configuring multiple filters, users can simply describe what they are looking for.

Example : “Click & Collect orders not collected in Paris since last week”

The artificial intelligence interprets the request and automatically applies the relevant filters to the order list.

The request is sent to an internal AI agent with knowledge of all the capabilities of the search_orders API.

Activate Smart Search for your site

Activate it by following these steps:

  1. Navigate to Configuration in the Backoffice

  2. Go to Configuration > Backoffice > Orders > Order List

  3. Scroll to “Activate intelligent order search” and enable the toggle

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Known limitations

List of results

Columns and their titles depend on your specific configuration. Configuration can be managed in the Settings page.

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. This feature only affects the current user's view and does not affect exports.

The number of results per page 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).

The exported csv uses a UTF-8 encoding. If viewing the csv in Excel, UTF-8 encoding must be used.

💡 Tips & Configuration

If you share the Order List page's URL, all applied filters will be shared as well.

Order type

The order of Order Types configured in Backoffice > Order > Order List determines which order type is displayed in the Order Detailed Summary.

If an order has multiple order types and the summary needs to display only one, the system checks the configuration in the Backoffice and displays the first order type found in the configured list.

Examples:

Let’s assume the configuration shown in the screen below.

  • If the order types are [ffs, ckc], the system will display “Click and Collect”.

  • If the order types are [ffs, ois], the system will display “Order in Store”.

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