Orders
View, search and filter your sales orders. From this list you can open existing orders, create new ones or delete orders you no longer need.
Before you begin
You need the Order and Sales roles to access this page.
Open the orders list
Go to Sales > Orders in the sidebar.
You see a table listing all orders with a search bar, filters and pagination controls. The default sort is by date created (newest first) with 10 items per page. You can change the page size to 5, 25 or 100.
Click any row to open the order in the editor.
Create a new order
You need Owner access and the User role.
Click the New Order button in the top right. A new browser tab opens with a blank order editor. See Create and edit an order for details.
Search for orders
- Type your search term in the Search field. Results appear after a short delay.
- Use the Selected search fields dropdown to choose which fields to search. Available fields include ID, Debtor Id, Address First Name, Address Last Name, Company Address, Company Recipient, Recipient First Name, Recipient Last Name, Recipient Email, Remarks, Reference and External Order Id.
Filter orders
Click Filters to open the filter panel.
| Filter | Type | Description |
|---|---|---|
| User Id | Chip input (numeric) | Filter by user ID |
| Status | Multi-select | Filter by order status |
| Date Created | Date range | Filter by creation date |
| Date Updated | Date range | Filter by last update date |
| Price | Min/Max numeric | Filter by total amount |
| Export statuses | Multi-select | Empty, Exported, Failed, Finished |
| Export Date | Date range | Filter by export date |
Filter by your companies
Use the My Companies dropdown and slider to show only orders from your selected companies.
Table columns
| Column | Description | Sortable |
|---|---|---|
| Checkbox | Select orders for bulk actions (Owner only) | No |
| Order number | The unique order ID | Yes |
| Company | Company name from the order address | Yes |
| Order status | Current order status | Yes |
| Payment status | Payment status (for example Pending or Paid) | No |
| Debtor Id | The debtor identifier | No |
| Source | Where the order originated | No |
| Total, EUR | Gross total amount | Yes |
| Items Count | Number of line items | No |
| Updated By | Name of the last user who modified the order | No |
| Date Created | When the order was created | Yes |
Additional columns (Date Updated, Status changed date, Export status, Exported date, Export message) are available through the Table editor. The Order number and Company columns cannot be hidden.
Delete orders
Owner access is required.
- Select one or more orders using the checkboxes.
- Click Delete order(s).
- Confirm in the dialog.
Export and customize the table
- Click the Export button (download icon) to download the table as a CSV file.
- Click the Table editor button (grid icon) to show, hide or reorder columns.