Managing orders

Administrators have full visibility into every order across the organisation. The Orders page is where orders are tracked from submission through production to delivery.

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Viewing orders

Orders are grouped by store order batch (SO-#####), with one batch per store.

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Status summary cards

Summary cards at the top show order counts by status. Click a card to filter the table.

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Order table

Filter by any of the 12 statuses with the status dropdown. The lifecycle itself is described in the Order lifecycle.

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Advancing order status

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Single order

1. Find the order in the table.
2. Click Advance Status; the order moves to its next stage.

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Batch advance

1. Find the store order batch group.
2. Click Advance at group level; every eligible order in the batch advances.

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Order detail

Click an order number to open the detail dialog:

• Line items: products, sizes, quantities, and prices
• Financial summary: company-paid vs employee-paid breakdown
• Status timeline: every status change with actor, timestamp, and notes
• Advance button: move the order to its next stage

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Sales Order documents

Each batch generates a Sales Order PDF that can be previewed, downloaded, printed, and emailed. See Sales Order documents for the document contents.

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Bulk operations

Select multiple orders and use the bulk toolbar to permanently delete them, orders and associated data together.