Open Orders: Views Manager

In OrdersOpen Orders, instead of displaying all unprocessed (unshipped) orders on one screen, you can set up a view to group orders which meet specific criteria. You may want to set up multiple views depending on the tasks you need to perform on open orders. For example, you can create views that display:

  • All orders
  • Ready to process orders
  • Unpaid orders
  • Out of stock orders, etc.

Use the Order View Manager module to create and customize separate views for different groups of orders.

OpenOrdersViews v5

Table of contents

How to access Order View Manager

Go to Orders > Open Orders and click the Manage Views ManageViews button to add the first view: 

OpenOrders ManageViews new v3

If you already have several views set up, go to Orders > Open Orders and open the drop-down menu with views to access Order View Manager:

OpenOrders ManageViews existing v3

The Order View Manager screen overview

There are four main sections in Order View Manager that you can work with when creating or customizing views:

OrderViewManager 3

Use the Search field to look up the specific view. Type in the name of the view into the field to start the search.

OrderViewManager search v2

Views list

On the left side of the screen, you can see the list of all open orders views. There are two tabs available for selection:

OrderViewManager tabs v2

  • Visible: the views that are visible in Open Orders.
  • Hidden: the views that are hidden from Open Orders.

See how to make a view visible or hidden here.

You can also sort the list by clicking the icon OOsort and then dragging and dropping the view where needed.

In the same section, you can use the Create New View button to create open order views. More details on creating views here.

View actions

When you select the view on the left side of the screen, the following actions become available:

OrderViewManager buttons v4

  • Visible/hidden: make a view visible or hidden. You can use the hidden option when for example you are not using a view anymore but you do not want to delete it from the system completely.
  • Edit view: access the Editing View screen and add all kinds of fields, sorting, filtering, etc. More details on how to set up custom views here.
  • Copy: copy the selected view.
  • Delete: remove the selected view from the system. 
    • Note! This action cannot be undone.
  • Name: use this field to change the name of the selected view. Type the new name into the field and the system will save it automatically. 

View sharing

Use this section to grant access to the view for specific users. Click the Add User or Group button, check tickboxes for required users or groups and click Save to apply changes.

OrderViewManager users v2

Click the delete delete icon when you need to remove the access to the view for the user or the group.

Further reading

 

NB! For the documentation on the earlier version of the Open Orders screen, see here.