Orders
Orders Screen Overview
Processing orders is the heart of Orderwerks. We look to try and make the right combination of customizable options available for you to handle order management – whether Orders are coming in from an Integration such as WooCommerce or Shopify to Orders placed directly by either Internal Users or Customer Users.The orders screen offers you many features such as filtering options, quick order totals and even bulk order progression options.From the Orders screen, click . The sidebar opens with the different details you can fill in to get started with the order.
Order Search Options
Click to expandThe following are some of the search options currently available in the search section on the Orders page:
It will filter out from the results orders that are Shipped, Picked Up, Delivered, or Orders older than 3 months. Unselect these if you want to include these orders in your search results.There are additional fields available depending on the integrations you have enabled and connected.
- By order number - Use the 'Order' field.
- By customer - Use the 'Customer' field.
- By quote or cloned order number - Use the 'Parent Order' field.
- By PO Number - Use the 'PO #' field.
- Various dates (Ship Date, Created Date, Last Updated) - See the appropriate fields.
- By order status (Preliminary, Submitted, Shipped, etc.) - Use the 'Status' field.