Open Orders View: How to Customize

In Order View Manager > Editing View, you can set up your own custom views and add all kinds of fields, sorting, filtering, etc. to group orders which meet a specific criteria that is relevant to the task you need to perform on those orders.

Table of contents

How to access the Editing View screen

You can access the Editing View screen from:

Open Orders

In the Open Orders screen, select the view in the views drop-down menu and click the cog icon in the top left-hand corner: 

OpenOrders viewsettings v2

Views Manager

In Open Orders, open the views drop-down menu and go to Order View Manager. In this screen, select the view and click the Edit View button:

OrderViewManager editview v2

In the Editing View screen, there are three sections you can work in:

EditingView main v2

Any settings you enable or disable on the screen are displayed in the preview. Click the hide preview button to close the preview section.

Fields, sorting & filtering

Use this section to enable or disable fields for the open orders view. You can also add sorting and filtering to the view if required.

Fields

See below the main fields and subfields that you can enable or disable in the view. To enable the required field, check the box checkmark placed near the field.

EditingView v3

General info Shipping information Customer Fulfillment Items Totals
Order id Tracking number Channel buyer name Stock allocation Is a service Postage cost
Reference number Vendor Name Can fulfill Channel SKU Subtotal
Channel reference number Service Phone number Phone number Channel title Tax
External reference number Packaging type Company   Channel item number Channel item number
Status Packaging group Address one   Image Country tax rate
Tag Total weight Address two   Quantity Discount
Source Scheduled delivery start Address three   Cost including tax Currency
Subsource Scheduled delivery end Town   Cost Payment method
Invoice is printed   Region   Price per unit  
Picklist is printed   Postcode   Sales tax  
The shipping label is printed   Country   Tax rate  
Shipping label error   Continent   Tax-inclusive  
Rule has run   Email address   Line totals  
Order is parked   Billing address   Item source  
Order is locked       Discount  
Received date       Item id  
Despatch by       SKU  
Item row count       Title  
Identifiers       Barcode number  
Note count       Weight  
Notes       Is batched  
        Category  
        Available stock level  
        Bin rack  

There is also the Folders field. When enabled, it displays the folder's name for orders assigned to a folder. If an order is assigned to no folders, None is displayed. 

To disable the field, uncheck it and it will not be present in the orders table.

Sorting

To add sorting to a view, select the field you would like to sort the view by and click one of the options below:

  • None: use this option when you need to remove sorting by the selected field.
  • Ascending: use this option to arrange items from smallest to largest.
  • Descending: use this option to arrange items from largest to smallest.

EditingView sorting v2

On the right side of the screen, you can view all the sorting that is currently applied to the view.

Once the sorting is added, click Save to apply the changes.

Filtering

You can apply additional filters to customize the view even further.

EditingView filtering v2

To add a filter to the view:

  1. Click the Add Filter AddFilter button.
  2. Select the option: is or isn't.
    • Note: this option may differ depending on the selected field.
  3. Add the parameter for the filter. For example, the Shipping vendor IS Royal Mail.
  4. Click Save

Click Clear to delete the filer. Use the Clear Filters ClearFilters button to remove all filters at once.

Buttons

The Buttons section allows you to add view specific hot buttons like print an invoice or a picklist, move orders to another location, add identifiers, etc.

OrderEditView buttons

To add a new button:

  1. Click Add Button in the Editing View > Buttons section.
    EditView Addbutton v2
  2. Specify the name of the button.
  3. Select the action that this button will do when pressed. To switch between available action options, click the button multiple times.
    • Contact: allows you to send an email.
    • Folder: lets you assign orders to a specific folder or remove them from it.
    • Identifiers: allows you to assign identifiers to orders or unassign them.
    • Locking: use this action to lock or unlock orders.
    • Move to the location: use this action to move orders to a specified location.
    • Print: use this action to print different kinds of order documentation: invoice, picking list, packing list, shipping labels.
    • Process: provides two options: process orders individually and batch process. More information on processing orders here.
    • Set tag: allows you to assign tags to orders.
    • Shipping: use this button to get shipping quotes or assign a shipping method.
    • Status: allows you to change the order status to paid or unpaid.
  4. Select an icon for the button.
  5. Select the style:
    • Default
    • Error/Danger
    • Primary 
    • Secondary
    • Success
    • Warning
      • Note! Button styles may be subject to change with the style of Linnworks.
  6. Preview the button.
  7. Click Save to add the button to the view.
  8. Use Delete when you need to remove the button from the view.

To edit an existing button:

  1. Select the button in the left-side menu. 
    EditingView buttonsmenu v2
  2. Change what is required.
  3. Click Save.

Settings

In this section, you can set up or change the following settings:

EditingView settings v3

  • Name: use this field when you need to change the name of the view.
  • Grid row size: allows you to configure the height of the rows in your view.
    • Regular
    • Tall
  • Batch size: allows setting a batch size that selects the specified number of orders when pressing the select all icon.
  • Delete view: use this button when you need to delete the view from the system. 
    • Note! You cannot undo this action.

 

Further reading:

 

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