Company orders

The Search and filters block is used for quick searching and sorting of orders.

Search is divided into three categories:

• By order number/title - when entering the order number or name, all available results are shown. To start the search, press the Enter button
• By client/partner/e-mail - the search is performed by clients using the client/partner name or email address. When entering data in the field, a list of found clients/partners will appear; when clicking on the desired one, a search for orders with the selected client/partner will be performed.
  

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  Please note! When searching by email, only the client’s name will be shown in the list

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• By order tags - the search is performed by tags that were added to the order. When clicking on the field, a modal window opens where:
  • List of existing tags. Multiple tags can be selected. The list shows all created tags, even if they are not assigned to any order
  • Tag search options:
    • some one tag in the order- orders will be shown if at least one of the selected tags is added to the order
    • all tags in the order - orders will be shown only if all selected tags are added to the order

By default, the period filter is applied, which is set to one month back from the current date. To change the period, there are two options:

1. In the Order term field, enter the required date and press the Enter button.
2. Click on the calendar icon on the right side of the Order term field, after which a modal window will open where:
   • You need to select the required start date, then the end date, and click the save button.
     

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     Please note! If you first select a later date and then an earlier one, the system will automatically set the earlier date as the start of the period

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   • To cancel the selection or not filter by date, click the Clear button and then the save button.

To open filters, click the More filters button, after which a modal window will open with the following filters:

• Manager - shows a list of existing employees. By default, the list is collapsed; to expand it, click on the block. If nothing is selected, it displays “Not selected”; when selected, the surname and name of the chosen employee(s) will be shown. More details about setting up company employees ➤ here
• Website users - filters orders by website users. To select a user, click on the Select a user field and choose from the list. More details about website users ➤ here
• Payment - filters orders by payment status. By default, the status list is collapsed; to expand it, click on the block. If nothing is selected, it displays “Not selected”; when selected, the name of the chosen status(es) will be shown.
• Company - filters by companies specified in the client/partner profile. To select a company, click on the Select a company field and choose from the list.

When applying filters or searching by client name and tags, the selected items will be displayed below the More filters button as blocks showing the filter name and selected parameter. 

Please note! When applying filters, the period filter is disabled, and orders for the entire period will be displayed

To clear filters, you can:

• Click the Clear filters button — this will remove all applied filters, and the period will return to the default state (one month)
• In the list of selected filters, click the cross icon on the right side of a filter block to remove that filter
• Click the More filters button and, in the modal window, remove unnecessary filters and click the Apply button
  

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  Please note! The company filter cannot be cleared in the modal window; you can only select another company

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Above the table with the list of orders, there is a navigation menu for order statuses. 

The menu includes the following statuses:

• New
• In progress
• Approved
• Accepted
• In production
• Manufactured
• Shipped
• Executed
• Archive

Up to 6 statuses are visible on one screen. To view the next/previous statuses, navigation arrows are available on the left and right edges of the menu.

Next to each status name, in parentheses, the order count for that status is displayed.

Please note! When using filters, the order counters will reflect only the number of orders that match the filter conditions.

If there is at least one order with an unread message in a status, an unread message icon will be displayed after the counter

When a status is selected, a red line appears above the status name across the full width of the block.

When an order is created via the Make a quote button or through the website, it is assigned the New status.