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:
Location-specific orders
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
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:
Company Owner
Admin
Customer Service Manager
Warehouse Manager
2. Private Views: Every team member has the option to create their own private View.
Note: If the user has a default warehouse set in user settings, that warehouse will be automatically added to the view if filter by location
Create a View
Click on "..." and then "+Create View" 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
5. Click save to confirm and the View will appear at the top of the Orders Page.
Change View name and sharing options
Click the View, select the "..." icon on the view tile and click "Edit"
2. You can change the name and sharing options of the View
3. Click "Save"
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.
Refresh Orders
If new orders are synced while you are processing orders, a red circle will appear next to the refresh orders button at the top of the orders page. Click on the refresh icon, and the orders will appear in the table.
Note: Any changes made to dimensions or shipping service for existing orders will stay the same. Refreshing (using the refresh orders button) will not revert changes back to default information.
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 customize 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 customize, 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.
Re-size Order Table Columns
You can resize the order columns by dragging and dropping the table headers using the resize icon.
Hover over the end of the header column (indicated by a grey line) so the resize icon appears
Click the resize icon and drag and drop to the desired size
Available customization fields
Here is a list of the fields you can show or hide using the customization options
Available Fields | Description |
Alerts | This is a warning to let you know there could be a potential issue with your order that could prevent you from shipping |
Store | The store icon for the store that the order has been synced from |
Order (detailed) | The status of the order, the order # and the date of the order |
Customer (detailed) | The customer's name, country, and state |
Package | The package presets, weights and dimensions |
Shipping Rates | The rate-shopping options for this order |
Confirmation | A checkbox to choose to send a confirmation email to your customer |
Ship by | The date you need to ship your order by to meet your delivery promise |
Delivery method | The delivery method synced from your store that your customer has selected |
Total | The total price of the order |
SKU | The SKUs of items in the order |
Bin Location | Where specific Inventory is stored at one of your locations |
Items (detailed) | The products contained within the order |
Tags | Any tags your have applied to your order |
Order Date | The date the order was created |
Status | If your order is waiting for stock, pending payment, ready to ship, shipped or cancelled |
Order # | The ID number given to the order |
Paid | If the order has been paid by the customer |
Picked | If your order has been picked from your location |
Printed | 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 |
Tracking Status | Once a label is purchased, the tracking number will show here. Click on the tracking number to view the tracking status on the carrier website. This will also show the status of the order after it has been shipped. Available statuses are Created, In-Transit, Delivered, Delayed, Cancelled, and Other. |
Note: If looking at orders that are not shipped, "tracking status" field will be blank