Order Views and Table Customization

Take the hassle out of filtering the same orders every day by saving Order Views. Per view, you can customize both the filters applied to your orders as well as the order table itself. Similar to the default statuses at the top of the orders page, save your frequently used filters as Views for easy access. These can be saved for personal use or applied to all users.

NOTE: If a user has a default warehouse set in user settings, that warehouse will be automatically added to the View.

Order Views

Examples of Order Views

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:

Company Views: These appear at the top of every team member's Order Page. Only these team members have access to create them:
Private Views: These views will only appear for the user that created them.

NOTE: Only the following roles have permission to create company-wide Views:

Company Owner
Admin
Customer Service Manager
Warehouse Manager

How to Create a View

Click on "..." in the top right.
Select "+Create View" to create a new view.
Apply your chosen filters by selecting from the filters option on the left.
Click "Create View" on the bottom of the screen.
Name your View. Here, you can choose to make it a private (only you can see) or company-wide View.
Click save to confirm and the View will appear at the top of the Orders Page.

Editing a View

You can customize your views at any point.

Edit View Names

Click on the View on the orders page.
Select the "..." icon on the view tile and click "Edit."
You can change the name and sharing options of the View.
Click "Save".

Edit View Filters

To remove or add a filter to your View:

Select your view on the orders page.
To remove filters, delete them from the top search area by clicking "X".
To add a filter, select any filter from the menu on the left.
Click "Save Changes" on the bottom of the screen.
Update your existing View by selecting "Save changes to [View Name]". You can also choose to create a new view instead. 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. You cannot undo the changes once you have saved the View.

Delete Views

Click the specific View on the orders page.
Select the "..." icon.
Click "Delete". If the view is shared with the Company, it will be deleted for all users.

Order 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.

Available Order Table Columns

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

How to Customize the Order Table Columns

When you customize the order table columns, this will apply the changes to View you are have open. You will need to update each View.

There are two ways to customize your orders table:

From the settings cog

Click on your Order View on the orders page.
Select the cog icon above the orders page. This will open the table management modal.
Drag and drop the columns you want to add from "hidden columns" into "shown columns". Similarly, remove any columns you don't want by dragging and dropping them from "shown columns" to "hidden columns".
Click "save".

You can also reset your table back to the default by clicking "Reset" in the bottom left from the table management modal.

From the order view settings

Click on your Order View on the orders page.
Select the "..." icon next to the View title.
Click on "Table management". This will open the table management modal.
Drag and drop the columns you want to add from "hidden columns" into "shown columns". Similarly, remove any columns you don't want by dragging and dropping them from "shown columns" to "hidden columns".
Click "save".

You can also reset your table back to the default by clicking "Reset" in the bottom left from the table management modal.

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.

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.