Orders Overview

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

Why Use Orders Overview?

The Orders Overview is your central hub for every customer order in OmniOrders. Monitor real-time metrics, filter by status or location, run bulk actions on multiple orders at once, and customize the columns you see — all from a single view. It’s the starting point for every daily order management workflow.

Real-Time Metrics

Monitor live order counts, shipment status, and fulfillment times at a glance. Track key performance indicators like pending shipments, backorders, and on-time delivery percentage.

Powerful Filtering

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

Bulk Actions

Select multiple orders and perform actions like hold, release, send to location, clone, or cancel all at once. Save time with efficient batch processing.

Customizable View

Choose which columns to display and reorder them to match your workflow. Your preferences are saved automatically and persist across sessions.

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 in real-time.

Order vs Shipment Metrics

Many metrics show shipment statuses (like Pending Shipment, Assigned, Shipped) rather than order statuses. This gives you insight into the actual fulfillment progress of your orders. Learn more in Order Status & Workflow.

Date Range Filter

Click the Date Range card on the left to select a custom date range. All metrics update automatically to reflect the selected time period. Options include:

• Today
• Yesterday
• Last 7 days
• Last 30 days
• This month
• Last month
• Custom range

Available Metrics

Metric	What It Shows	Type	Icon
Orders	Total number of orders in the selected date range	Order Count	🛒
Pending Shipment	Orders awaiting shipment (Shipment Status: Routing, On Hold, Pending Shipment)	Shipment Status	📥
Backorders	Orders with items out of stock or unavailable (Shipment Status: Backorder)	Shipment Status	🚫
Assigned	Orders assigned to a fulfillment location (Shipment Status: Assigned)	Shipment Status	✅
Shipped	Orders that have been shipped to customers (Shipment Status: Shipped)	Shipment Status	🚚
Items	Total number of items across all orders (excludes cancelled orders)	Item Count	📦
Time to Fulfill	Average time to fulfill orders, displayed in hours	Performance	⏰
On Time	Percentage of orders shipped on time based on ship-by date	Performance	🎯

Metric Updates

All metrics update automatically when you change the date range filter or apply location filters. The data refreshes in real-time to reflect current order and shipment status.

Accessing Orders Overview

1. Navigate to Orders

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

2. View Dashboard Metrics

   Review the metric cards at the top of the page. Scroll horizontally if needed to see all available metrics for your selected date range.

3. Filter by Location (Optional)

   Use the All locations dropdown in the header to filter orders by specific fulfillment location. This is helpful when managing multiple warehouses.

4. Browse or Search Orders

   Scroll through the order table, use column filters, or apply saved filters to find specific orders. Click any order number to view details in a side panel.

Key Features

Order Table

View all orders in a customizable data table with sorting, filtering, and inline actions. Click any order number to view detailed information in a side panel without leaving the page.

Saved Filters

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

Column Customization

Choose which columns to display and reorder them by dragging. Available columns include Channel, Order Number, Items, Shipping Method, Locations, Ship To address, and Order Date.

Bulk Selection

Select multiple orders using checkboxes to perform bulk actions. A bulk action toolbar appears at the bottom when orders are selected.

Export & Import

Export orders to CSV for reporting or data analysis. Import orders from CSV files for bulk order creation from offline sources.

Location Filtering

Filter orders by fulfillment location to focus on specific warehouse operations. Useful for multi-location businesses managing different fulfillment centers.

Order Table Columns

The order table displays key information for each order:

• Channel - Sales channel or integration source (e.g., Shopify, Amazon, manual)
• Order Num - Unique order number with status badge (open, backorder, shipped, etc.)
• Items - Number of SKUs, units, and total order value
• Method - Shipping method and carrier (e.g., UPS Ground, FedEx 2Day)
• Locations - Assigned fulfillment location with status badge
• Ship To - Customer name and shipping address
• Order Date - Order date and creation timestamp

Column Filters

Each column header includes a filter row where you can:

• Channel - Select from dropdown of available channels
• Order Num - Search by order number
• Items - Filter by SKU or unit count range
• Method - Search shipping methods
• Locations - Filter by fulfillment location
• Ship To - Search customer names or addresses
• Order Date - Select date ranges

Order Actions

Each order has a menu icon with available actions based on its current status. Common actions include viewing details, editing drafts, holding/releasing orders, and managing fulfillment locations.

Learn More About Actions

For detailed information about individual order actions and bulk operations, see Managing Orders.

Bulk Actions

When you select multiple orders using checkboxes, a bulk action toolbar appears at the bottom of the screen. You can hold, release, send to location, clone, close, reopen, or cancel multiple orders at once.

Bulk Operations Guide

For detailed instructions on using bulk actions, see Managing Orders.

Filtering Orders

Using the Location Filter

Filter orders by fulfillment location using the All locations dropdown in the header. This shows only orders assigned to specific warehouses or fulfillment centers.

To clear location filter:

1. Click the location dropdown
2. Select All locations

Using Saved Filters

1. Click the Filter List button (bookmark icon) in the header
2. Select a saved filter from the list
3. The order table updates to show only matching orders
4. Click All to clear the filter and show all orders

Using Column Filters

Each column has an inline filter in the header row:

1. Text columns - Type to search (Order Num, Ship To, Method)
2. Dropdown columns - Select from available options (Channel, Locations)
3. Number columns - Enter min/max range (Items)
4. Date columns - Select date range (Order Date)

Click the bookmark icon in each filter field to save commonly used filter values for quick access.

Column Customization

1. Open Column Settings

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

2. Show/Hide Columns

   Toggle checkboxes next to column names to show or hide them in the order table. Commonly hidden columns can be enabled anytime.

3. Reorder Columns

   Drag and drop columns in the list to change their order in the table. Arrange columns to match your workflow priorities.

Import and Export Orders

Importing Orders

1. Open Import Dialog

   Click the menu icon in the Orders header and select “Upload by File (CSV)”.

2. Choose File

   Select your CSV file containing order data. The file should match the OmniOrders format.

3. Review Import

   The system validates your file and shows any errors that need correction.

4. Complete Import

   Confirm to import the orders. You can check the Feed History to track import progress.

Exporting Orders

1. Select Orders (Optional)

   To export specific orders, check their boxes first. Leave unselected to export all orders matching current filters.

2. Open Export Dialog

   Click the menu icon in the Orders header and select “Export by File (CSV)”.

3. Choose Options

   Select which order data fields to include in the export and any additional settings.

4. Download File

   Click export to generate and download the CSV file.

Feed History

Track all import and export operations by clicking “Feed History” from the menu icon. This shows:

• Upload status (submitted, processed, errors)
• Date and time of each operation
• Error details if imports failed
• Download links for completed exports

Order Status

Orders display status badges that show their current stage in the fulfillment process (Draft, Open, On Hold, Shipped, etc.). Each status determines which actions are available for that order.

Understanding Status Workflow

For detailed information about order statuses and lifecycle, see Order Status & Workflow.

💡 Best Practices

Use Saved Filters

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

Monitor Metrics Daily

Check the dashboard metrics each morning to understand your order pipeline. Pay special attention to pending shipments, backorders, and on-time percentage to identify bottlenecks early.

Customize Your View

Hide columns you don’t use and arrange important columns first. A cleaner, focused view helps you work faster and spot issues more quickly. Each team member can customize their own view.

Use Bulk Actions Wisely

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

Filter by Location

If you manage multiple fulfillment locations, use the location filter to focus on one warehouse at a time. This helps reduce cognitive load and prevents mistakes when processing orders.

Check Order Details

Click order numbers to view full details in the side panel before taking actions. Verify shipping address, items, and status to ensure accuracy before processing or shipping.

Troubleshooting

Orders Not Showing

Problem: Orders are missing from the table or table is empty.

Solutions:

• Check your location filter - Clear it by selecting All locations to see orders from all warehouses
• Remove any active column filters by clicking the bookmark icon in filter fields
• Verify the date range includes the orders you’re looking for - try expanding to “Last 30 days”
• Check for saved filters that might be active - Click All to clear saved filters
• Refresh the page to reload data

Can’t Perform Action on Order

Problem: An action is disabled, greyed out, or doesn’t appear in the menu.

Solutions:

• Check order status - Some actions only work in specific statuses (e.g., “Edit” only for Draft orders)
• Verify permissions - Ensure you have permission to perform the action for your role
• Review status badge - Orders in “Shipped” or “Cancelled” status have limited available actions
• Look for error badges - Orders with errors may have restricted actions until issues are resolved
• Hover over disabled actions to see tooltip explanations

Bulk Action Not Working

Problem: Bulk action doesn’t affect all selected orders or shows unexpected results.

Solutions:

• Review the action preview before confirming - It shows which orders are eligible
• Check order statuses - Only orders in appropriate statuses will be processed (e.g., can’t cancel shipped orders)
• Look for confirmation messages - System explains which orders were skipped and why
• Verify selection count - Make sure the correct orders are selected with checkboxes
• Try processing smaller batches if dealing with many orders

Metrics Not Updating

Problem: Dashboard metrics show zero or don’t update after changing date range.

Solutions:

• Wait a few seconds - Metrics update automatically but may take a moment to load
• Check date range - Ensure the selected period includes orders (try “Last 30 days” for testing)
• Clear location filter - Location filter affects metric calculations
• Refresh the page - Force reload to fetch latest data
• Check if you have any orders in the system - Create a test order if needed

Column Filters Not Working

Problem: Column filters don’t filter orders or show unexpected results.

Solutions:

• Check filter syntax - Some filters are case-sensitive or require exact matches
• Clear other filters - Multiple active filters combine (AND logic), which may be too restrictive
• Try different filter values - Test with broader search terms
• Reset filters - Clear all column filters and saved filters, then try again
• Check the bookmark icon - Saved filter values might be interfering

Next Steps

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

• Creating Orders - Learn how to create new orders manually in the system
• Editing Orders - Modify draft orders before processing
• Managing Orders - Take action on orders with individual and bulk operations
• Order Status & Workflow - Deep dive into order lifecycle and status transitions