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Orders

Plugins / Fulfillment / Orders

Orders

The Orders page displays all fulfillment orders in the system and provides tools for searching, filtering, editing, printing, and reviewing order history. Users can quickly manage orders using grid filters, status indicators, and action menus.

Fulfillment Workflow Chart Grid Help

Orders Grid Overview

The Orders page contains a grid with all orders currently stored in the fulfillment system. You can quickly locate orders using search filters, status filters, and date range options.

If additional columns are hidden due to screen size or nested rows, click the plus icon on the far left side of a row to reveal more details.

Credit Hold Restrictions

If a company is marked as Credit Hold, users will not be able to ship orders or print fulfillment assets until Accounting has approved the order. Credit Hold settings are managed from the Admin Companies page.

How to Find and Manage Orders

  1. Search for an Order

    Use the search field, date filters, or status filters at the top of the grid to narrow results.

  2. Review Order Details

    Inspect the order row and expand nested rows if additional information is needed.

  3. Open the Actions Menu

    Use the Actions dropdown button to access editing, printing, and history functions.

  4. Complete the Required Action

    Edit the order, print fulfillment documents, or review order logs depending on the current workflow stage.

Available Actions

✎

Edit Order

Open the Order Details page to modify order information, adjust products, or update fulfillment details before shipment.

⎙

Print Pull Ticket

Generate a printable pull ticket containing the information warehouse staff need to pull inventory for shipment.

↺

View History

Open the order history page to review status logs and change logs for the selected order.

Status Legend

  • Shipped — The order has been completed and shipped.
  • Ready to Ship — The order is approved and prepared for shipment.
  • Warehouse Approval — The order is ready for warehouse review and inventory pulling.
  • Default — Standard order state before workflow progression.

Order Workflow

Warehouse Approval → Ready to Pull → QC Approval → Ready to Ship → Shipped

Grid Features

🔎

Search and Filters

Filter orders using search terms, statuses, and date ranges to quickly find specific records.

⇩

Export Options

Export grid data using available print, PDF, Excel, and CSV export tools.

⧉

Nested Rows

Expand rows using the plus icon to reveal hidden columns and additional order details.

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