The Orders page allows you to quickly locate and manage specific orders by applying filters across several fields. These filters help you streamline workflows and focus on exactly what you need to see.
Search Bar
Use the Search bar at the top left to type in order numbers, supplier names, or keywords related to orders. This is the fastest way to locate an order if you know what you’re looking for.
Available Filters
You can refine your view using the following filters:- Supplier
- Filter orders by supplier name. Useful when reviewing orders from a specific vendor (e.g., Pizza Amore).
- Vendor
- Filter by the vendor or buyer associated with the order, especially helpful in multi-location or multi-user setups.
- Date Placed
- Set a specific date or date range for when the order was placed.
- Fulfillment Date
- Narrow orders by their expected fulfillment date—ideal for planning upcoming deliveries.
- Order Status
- Filter by order status (e.g., Open, Fulfilled, Cancelled) to manage pending vs. completed actions.
- Location
- View orders assigned to a particular store or delivery location. This is helpful for managers overseeing multiple sites.
- Payment Status
- Focus on orders marked as Unpaid, Paid, or Partially Paid to help stay on top of accounting.
- Received Status
- Sort orders by whether they’ve been marked as Received or Not Received to manage fulfillment confirmation.
Tips for Using Filters Effectively
- Combine filters to narrow your results (e.g., Supplier + Payment Status = Unpaid Pizza Amore orders).
- Use the column sort arrows (next to headings like Order # and Date Placed) to organize data within filtered results.