Orders Overview

The Orders Overview is your central hub for managing all customer orders in OmniOrders. This page gives you a complete view of your order pipeline, from new orders to shipped packages, with real-time metrics and tools to find and act on orders quickly.

Quick Access

Navigate to Orders from the main menu to access the Orders Overview at any time. Use Cmd + Click to open orders in a new tab.

Why Use Orders Overview?

Real-Time Metrics

See live order counts, shipment status, and fulfillment times at a glance. Track key performance indicators like on-time delivery and average fulfillment time.

Powerful Filtering

Find orders instantly using saved filters, location filters, and custom search criteria. Filter by status, date range, customer, or any order field.

Bulk Actions

Select multiple orders and perform actions like hold, release, transfer to location, clone, or cancel all at once.

Customizable View

Choose which columns to display and save your preferred layout. Every team member can customize their view.

Understanding the Dashboard Metrics

The top of the Orders Overview displays scrollable metric cards that update based on your selected date range. These metrics help you track order flow and fulfillment performance.

Available Metrics

Metric	What It Shows	Icon
Orders	Total number of orders in the selected date range	🛒
Pending Shipment	Orders awaiting shipment (includes Routing, On Hold, and Pending Shipment statuses)	📥
Backorders	Orders with items that are out of stock	🚫
Assigned	Orders assigned to a warehouse for fulfillment	✅
Shipped	Orders that have been shipped to customers	🚚
Items	Total number of items across all orders (excludes cancelled orders)	📦
Time to Fulfill	Average time to fulfill orders (in hours)	⏰
On Time	Percentage of orders shipped on time	🎯

Date Filter

Click the date filter card on the left to select a custom date range. All metrics will update to reflect the selected time period.

Accessing Orders Overview

1. Navigate to Orders

   Click Orders in the main navigation menu. The Orders Overview page will load with your current orders.

2. View Dashboard Metrics

   Scroll horizontally through the metric cards at the top to see order statistics for your selected date range.

3. Filter by Location (Optional)

   Use the location dropdown to filter orders by fulfillment location. This helps when managing multiple warehouses.

4. Browse or Search Orders

   Scroll through the order table, use the search bar, or apply saved filters to find specific orders.

Key Features

Order Table

View all orders in a customizable table with sorting, filtering, and inline actions. Click any order to view detailed information in a side panel.

Saved Filters

Create and save custom filter combinations for quick access. Apply saved filters with one click to view specific order segments.

Column Customization

Choose which columns to display and reorder them by dragging. Your preferences are saved automatically.

Bulk Selection

Select multiple orders using checkboxes to perform bulk actions like hold, release, transfer, or cancel.

Export to CSV

Export orders to CSV for reporting or data analysis. Export all orders or only selected ones.

Import from CSV

Import orders from CSV files for bulk order creation. Useful for orders from offline sources.

Order Actions

Each order has a menu with available actions based on its current status:

Individual Order Actions

• View - Open order details in a side panel
• Edit - Modify order details (draft orders only)
• Verify Address - Validate shipping address
• Re-Open Order - Reopen a closed order
• Hold Order - Put order on hold to prevent shipment
• Release Order - Release order from hold status
• Close Order - Mark order as complete
• Cancel Order - Cancel the order
• Sent To Location - Transfer order to a different warehouse
• Clone Order - Create a copy of the order

Status Restrictions

Some actions are only available for orders in certain statuses. For example, you can only edit orders in “Draft” status, and only closed orders can be reopened.

Bulk Actions Toolbar

When you select multiple orders using checkboxes, a bulk action toolbar appears at the bottom of the screen with quick actions:

Quick Actions (Always Visible)

• Hold Orders - Put selected orders on hold
• Release Hold - Release selected orders from hold
• Send to Location - Transfer selected orders to a different warehouse

More Actions (Expandable)

Click “Show More Actions” to access:

Order Management

• Clone Orders - Create copies of selected orders
• Close Orders - Close selected orders
• Reopen Orders - Reopen closed orders

Destructive Actions

• Cancel Selected Orders - Cancel all selected orders (cannot be undone)

Eligibility

Only orders that meet the requirements for each action will be processed. For example, “Reopen Orders” only affects closed orders.

Filtering Orders

Using the Location Filter

Filter orders by fulfillment location using the location dropdown in the header. This shows orders assigned to specific warehouses.

Using Saved Filters

1. Click the Filter List button to view your saved filters
2. Click a saved filter to apply it instantly
3. The order table updates to show only matching orders

Creating Custom Filters

The filter system supports advanced search conditions:

• Field-based filtering (status, date, customer, etc.)
• Multiple conditions combined with AND/OR logic
• Save filters for reuse

Filter Management

Access Feed History from the actions menu to view your CSV import/export history and filter application logs.

Column Customization

1. Open Column Settings

   Click the Columns button in the toolbar to open the column customization sidebar.

2. Show/Hide Columns

   Toggle checkboxes to show or hide specific columns in the order table.

3. Reorder Columns

   Drag and drop columns to change their order in the table.

4. Save Preferences

   Your column preferences are saved automatically and persist across sessions.

Exporting & Importing Orders

Export Orders to CSV

1. Open Actions Menu

   Click the three-dot menu in the secondary toolbar.

2. Select Export Option

   Choose “Export Orders CSV” from the menu.

3. Configure Export

   Choose to export all orders or only selected orders. Select which columns to include.

4. Download File

   Click Export to generate and download the CSV file.

Import Orders from CSV

1. Open Actions Menu

   Click the three-dot menu in the secondary toolbar.

2. Select Import Option

   Choose “Upload Orders CSV” from the menu.

3. Upload File

   Select your CSV file and map columns to order fields.

4. Review & Import

   Review the mapping and click Import to create orders.

Feed History

View your import and export history by clicking Feed History in the actions menu. This shows all CSV uploads and downloads with their status.

Order Status Workflow

Orders move through different statuses as they progress through fulfillment:

Status	Description	Next Steps
Draft	Order created but not submitted	Edit or submit order
Open	Order ready for processing	System assigns to warehouse
Routing	System determining warehouse assignment	Automated process
On Hold	Order paused from processing	Release hold when ready
Pending Shipment	Waiting for warehouse pickup	Warehouse fulfills order
Assigned	Assigned to warehouse	Warehouse processes order
Backorder	Items out of stock	Wait for inventory
Shipped	Order shipped to customer	Track delivery
Closed	Order complete	Archive record
Cancelled	Order cancelled	No further action
Error	Issue requires attention	Review and fix error

💡 Best Practices

Use Saved Filters

Create saved filters for common order segments like “Today’s Orders” or “Pending Shipment.” This saves time and ensures consistency when reviewing orders.

Monitor Metrics Daily

Check the dashboard metrics each morning to understand your order pipeline. Pay attention to pending shipments and on-time percentage.

Customize Your View

Hide columns you don’t need and arrange important columns first. A cleaner view helps you work faster and spot issues quickly.

Use Bulk Actions Wisely

Double-check your selection before performing bulk actions, especially cancellations. Use the preview to confirm which orders will be affected.

Export for Reporting

Export orders regularly for reporting and record-keeping. Use custom date ranges and filters to create specific reports.

Address Errors Promptly

Watch for the red badge showing order errors. Address these issues quickly to prevent shipment delays.

Troubleshooting

Orders Not Showing

Problem: Orders are missing from the table.

Solutions:

• Check your location filter - clear it to see all locations
• Remove any active filters using the filter list
• Verify the date range includes the orders you’re looking for
• Refresh the page to reload data

Can’t Perform Action on Order

Problem: An action is disabled or greyed out.

Solutions:

• Check the order status - some actions only work in specific statuses
• Verify you have permission to perform the action
• Review any error messages or tooltips that explain why the action is unavailable

Bulk Action Not Working

Problem: Bulk action doesn’t affect all selected orders.

Solutions:

• Review the action preview to see which orders are eligible
• Check order statuses - only eligible orders will be processed
• Look for error messages explaining which orders were skipped

Export/Import Issues

Problem: CSV export or import fails.

Solutions:

• Check your internet connection
• Verify the CSV format matches the required structure
• Review Feed History for error details
• Contact support if issues persist

Next Steps

Now that you understand the Orders Overview, explore these related features:

• Creating Orders - Learn how to create new orders manually
• Order Status & Workflow - Understand order lifecycle in depth
• Bulk Operations - Master bulk order management
• Shipping & Fulfillment - Learn about order fulfillment process