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Order List Screen
Order List Screen

Use the Order List Screen to manage your orders

Elsa de la Garza avatar
Written by Elsa de la Garza
Updated over 4 months ago

Navigating the Order List Screen

From the Order List Screen, you can view all of your Orders from one screen. From this screen, you can configure the layout, just the way you want it, dragging and dropping the columns in the order you need them to be. Once you have your Columns, you can use the Status filter to see your Pending, Open, On Hold, Filled, or Paused orders.

How to Manage Orders

  • Step 1: Access the Order List Screen

    • Navigate to "Outbound" and select "Orders."

  • Step 2: Add a New Order

    • Click on "Create" in the top right corner.

  • Step 3: Open Order Details

    • By selecting an order and clicking on Open Client, Open Order, or View Leads, you will be able to see the Client, Order, and Leads related to the Order.

  • Step 4: View Leads

    • Click "Save" to add the new lead source to your account.

  • Step 5: Create Invoice

    • By selecting an order and clicking on Create Invoice you will be able to add a Description, select a Due Date, and select the Payment Term for the order.

  • Step 6: Apply Payment

    • By selecting an order and clicking on Apply Payment you will be able to add a manual payment via Check, Bank Transfer, Cash, Mobile Payment, Credit, or add an Adjustment to the order.

  • Step 7: Update Status

    • By selecting an order and clicking on Update Status you will be able to update the Status of the current order.

Pro Tips for Efficient Order Handling

  • You can Create Filters to easily find the Orders you are looking for.

  • You can Export your orders by clicking on Export

Resolving Common Order Issues

  • If you cannot find an order, make sure to clear all filters, and for the Status select All. You can also ensure the Date Range is correct and or select to show All.

All Set with the Order List Screen

Now that you understand the Order List Screen, you are equipped to efficiently track your orders, monitor their status, and manage payments seamlessly. This tool will enhance your order management process, ensuring you stay organized and up-to-date with all your transactions.

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