This is a guide to the My Orders page.
The My Orders page allows users to manage and track all orders through their entire lifecycle, from request to delivery. This guide provides a comprehensive breakdown of how to navigate the page and utilize its features for improved workflow efficiency.
The My Orders page organizes orders into multiple status tabs, providing an intuitive view of the progress of each order. As orders move through various stages, their statuses are reflected across different tabs:
All: Displays all orders chronologically, with the most recent orders at the top.
Not Yet Requested: Contains orders where no new product requests have been submitted.
Requested: Displays orders with at least one product request made to the supplier.
On Order: Shows orders with items currently pending from the manufacturer or supplier.
Schedule Delivery: Lists orders that have items reserved and ready to be scheduled for delivery.
Pending Delivery: Displays orders with items scheduled for delivery but not yet dispatched.
Open Reschedules: Contains orders with delivery reschedules in progress.
Delivered: Shows orders with at least one item successfully delivered to the customer.
Archived Orders: Displays completed orders that are no longer actively processed.
How To:
Filtering Orders by Date
Use the Order Date or Delivery Date filters to narrow down orders created or delivered within a specific period.
These filters are especially helpful when reviewing large sets of historical data in the All tab.
Search Functionality
Use the Search Orders bar to quickly locate orders by customer details or model numbers.
The search results are limited to your own orders, providing faster and more focused results than the main search bar on the dashboard.
Filtering by Conditions and Delivery Methods
Use filters such as Location, Source, Condition, and Fulfillment Type to further refine the displayed orders.
Expanding Order Rows
Click the arrow on the left of each row to expand and view detailed order information, including the status of each item within the order.
Navigating Through Orders
Click on the Order Number to open an order in a new tab for detailed review or editing.
Orders with items in multiple statuses can appear across multiple tabs simultaneously, reflecting the real-time state of each item.
Filtering House Deals
Click the House Deal icon to isolate orders marked as house deals, which are excluded from commission calculations.