Take the hassle out of filtering the same orders every day by saving Views.
Similar to the default statuses at the top of the orders page, save your frequently used filters as Views for easy access.
Examples of Order Views include:
Orders with Shopify fraud tags
Amazon FBA orders
Orders that haven’t been printed
Orders that are still to be picked
Orders to be shipped with USPS
In this section:
Types of Order Views
There are two types of Order Views:
1. Company Views: These appear at the top of every team member's Order Page. Only these team members have access to create them:
Customer Service Manager
2. Private Views: Every team member has the option to create their own private View.
Create a View
Click on "+" to create a new view
Apply your specific filters
Click "Create View" on the bottom
Name your View. Choose to make it a private or company-wide View
The View will appear at the top of the Orders Page
Change View name and sharing options
Click the View, select the pen icon and click "Edit"
You can change the name and sharing options of the View
Change View filters
To remove and add a filter to your View:
Select your view
To remove filters, simply delete them from the top search area
To add a filter, simply select any filter from the menu
Click "Save Changes" on the bottom
Update your existing View by selecting "Save changes to [View Name]". You can also choose to create a new view. Changes will not be saved until you have completed this step.
To revert back to the original filters of your View, click "Discard Changes" on the bottom.
Delete a View
Click the specific View, select the pen icon and click "Delete".
If the view is shared with the Company, it will be deleted for all users.
Orders Table Customization
Depending on your workflow, you might want to show and hide different columns on the orders table for each of your different views.
You can customise what each view displays, allowing you to surface the information you need on a view-by-view basis.
To open the table customisation modal, select the view you wish to customise, click the view edit dropdown and select Table Management:
2. On the table management modal you can then see what columns are Shown and which are Hidden for this particular view. You can also search in the modal for a specific column, i.e. Store, Order Status etc
3. You can then drag and drop the columns you want to see on your view into the Shown or Hidden columns sections. If you should need to you can Reset the view to the default columns, or if you’re happy, hit the Save button to apply your changes.
Available customization fields
Here is a list of the fields you can show or hide using the customization options
This is a warning to let you know there could be a potential issue with your order that could prevent you from shipping
The store icon for the store that the order has been synced from
The status of the order, the order # and the date of the order
The customer's name, country, and state
The package presets, weights and dimensions
The rate-shopping options for this order
A checkbox to choose to send a confirmation email to your customer
The date you need to ship your order by to meet your delivery promise
The delivery method synced from your store that your customer has selected
The total price of the order
The products contained within the order
Any tags your have applied to your order
The date the order was created
If your order is waiting for stock, pending payment, ready to ship, shipped or cancelled
The ID number given to the order
If the order has been paid by the customer
If your order has been picked from your location
If the label for this order has been printed or not
Internal & Customer notes
Any notes from the customer or applied by a Veeqo user