Order List
The Order List shows all orders with powerful filtering, multiple views, and export capabilities.
Views
| View | Best for |
|---|---|
| Standard | Row-by-row browsing with all columns |
| Groupable | Summary by order type, status, etc. |
| Pivot | Quick analysis with rows/columns/values |
Filters
| Filter | Options |
|---|---|
| Location | All or specific store |
| Payment status | Paid / Partial / Unpaid |
| Delivery status | Pending / Shipped / Delivered / Completed / Cancelled |
| Order type | Sale / Return / Quote / Scrap |
| Date range | Custom date picker |
| Search | Customer name, phone, order #, product |
Quick filters
Click these buttons for instant filtering:
All Types | Service | Sale | Return | Quote | Scrap
Order details modal
Click any row to open full details:
| Tab | Features |
|---|---|
| Overview | Edit status, notes, discounts, quantities |
| Payments | View/add payments, track balance |
| Notes | Internal, customer, shipping notes |
| Invoice and service print | |
| Actions | Email/SMS invoice, delete, convert quote→sale |
Actions
| Action | How |
|---|---|
| Export CSV | Click Export → downloads current view |
| Email invoice | Open order → Email Invoice button |
| SMS invoice | Open order → SMS Invoice button |
| Delete order | Open order → Delete (inventory reverses) |
Badge legend
| Type | Icons |
|---|---|
| Order type | Sale / Quote / Return / Scrap |
| Delivery | Processing / Pending / Shipped / Delivered / Completed / Cancelled |
| Service | Scheduled / In Progress / Completed / Cancelled / Rescheduled / No Show |
Balance indicator
- Red = Amount due
- Green = Fully paid
Tips
- Use scheduled date filter to find service work for specific dates
- Click column headers to sort; drag edges to resize
- Payment Details shows summary; open order for full history
What's next
- Create new orders: Sales → New
- Schedule services: Sales → Schedule
- Analyze trends: Reports → Sales