Orders
The backoffice Orders page gives you a full overview of all orders, with status-based tab filtering, export management and batch actions.
Before you begin
You need the Order and Backoffice roles to access this page. Creating or deleting orders additionally requires Owner access and the User role.
Browse orders
Navigate to Orders > Orders to open the order list. The table shows the following columns:
| Column | Description |
|---|---|
| Order number | Unique order ID |
| Company | Company name |
| Order status | Current order status |
| Payment status | Payment status (for example, Pending or Paid) |
| Debtor Id | Debtor identifier |
| Source | Where the order originated |
| Total, EUR | Gross total amount |
| Items Count | Number of line items |
| Updated By | Last admin user who modified the order |
| Date Created | When the order was created |
| Date Updated | When last modified |
| Status changed date | When the status last changed |
| Export status | Empty, Exported, Failed or Finished |
| Exported date | When the order was exported |
| Export message | Export result message |
The default sort is by Date Created (newest first). The default page size is 10, with options for 5, 25 and 100.
Filter by status tabs
The top of the page shows status tabs that group orders by status. Each tab corresponds to an Order Status Set (a group of related statuses) or an individual status. Hover over a tab with a dropdown arrow to see which statuses are included. Click a tab to filter the table.
Group related statuses into status sets (e.g. "Processing", "Fulfillment", "Complete"). Each set appears as a tab on the orders page, making it easy to focus on orders at a specific stage.
Filter by company
Use the My Companies dropdown in the top-right corner to limit the list to orders from a specific company.
Search and filter
Use the text search field and the Selected search fields dropdown to search across different order fields.
Click Filters for additional options including User Id, Status, Date Created, Date Updated, Price, Export statuses and Export Date.
Create a new order
- Click New Order in the top-right corner. A new browser tab opens with the backoffice order editor.
- Click the search icon in the Company Details section to open the user picker.
- Search across the Companies and Customers tabs, then select a company and contact pair or a standalone customer.
- The order is pre-filled with the selected customer's addresses and pricing.
- Add products, configure shipping and financial details, then click Save.
Open an order
Click any order row to open the order detail page. The header shows the order number and a status badge. Below the header, the page is organized into tabs:
- Product list shows all line items with images, quantities and pricing.
- Invoices lists invoices linked to this order.
- Statuses shows the order status history.
- Financials displays financial details.
- Shipments lists shipments for this order.
- Source shows order origin information.
- Wished items lists items from a wish list linked to the order.
The top-right corner contains action buttons: Change status, Edit, Save, Send to client and Workflows. At the bottom of the product list, you can click Add multiple products, View company orders or Apply incentives.
Edit an existing order
Click Edit in the top-right corner of the order detail page. In the backoffice, you have access to additional features not available in the Sales Portal:
- Payment method and Payment status fields are editable.
- The Source dropdown lets you set the order's source.
- You can create, edit and delete shipments.
Perform batch actions
Select orders using the checkboxes. The action bar shows:
| Action | Access required | Description |
|---|---|---|
| Delete order(s) | Owner | Delete selected orders |
| Reset export fields | Owner | Reset the export status, message and date for selected orders back to empty |
Export the order list
Click the Export button to download the current view as a CSV file. Use the Table editor button to show, hide or reorder columns.