Modifying Open Order Views

Table of Contents

Positioning a View

Open Order views can be re-positioned by dragging & dropping them into a different sequence. This is helpful when constructing a process flow, where orders naturally move from one view to the next throughout the fulfilment process.

Modifying a View

The view can be modified to change the name, which columns are displayed, the content of the columns, the sort order and also to display buttons that will be the most common tasks to be performed when using the view. To explain how this can be achieved we will modify the previously created new view, but the first task to do is to decide what information should be displayed in the view. Below is a rough specification detailing the requirements for this view.
View Requirements
  • Buttons
    • Add a button to print the template defined invoice
  • Columns
    • Display Linnworks Order Id, Channel Order ID, Source and SubSource
    • Display Shipping Vendor and Service
    • Display the Region and Country the order is to be shipped to
    • Display the Order Total and Shipping Cost
    • Display SKU, Title, Quantity ordered and the current stock levels
  • Filters
    • Include only paid orders that have been received by the sales channels today
    • Hide orders that have had invoices printed
  • Sorting
    • Sort the orders by Date in Ascending order so that the oldest order is at the top

Opening the view in Edit Mode

  1. Click on the inverted triangle in the tab for the view to be edited
  2. Select Edit view... from the pop out menu
  3. A dialogue for editing the view is displayed

Changing the view name

  1. Click into the box containing the current View Name, the border for the box will turn blue.
  2. Enter the new View Name
  3. Click the Save button

Adding the button

  1. Open the view in Edit mode as described above
  2. Click the + Add New button to display the pop out menu
  3. Navigate the menu to find the required function : Print > Print Invoices (Shift + I) > Template Defined
  4. Clicking on the option in the pop out menu will all the new button to the view
  5. If an existing button is not required click the 'x' on the button to remove it from the view
  6. Click the Save button

Setting up data displayed in the columns

Below is an example of a set typical set up for open orders view options. To see a complete list of available options, please see this guide.

  1. Open the view in Edit mode as described above
  2. Setting up content for General Info column
    • Click the General Info header to expand this section and display the available parameters
    • Tick the parameters : Order ID, Reference Number, Source and Sub Source
    • Untick all other parameters in this section
  3. Setting up content for Shipping Info column
    • Click the Shipping Information header to expand this section and display the available parameters
    • Tick the parameters : Vendor and Service
    • Untick all other parameters in this section
  4. Setting up content for Customer column
    • Click the Customer header to expand this section and display the available parameters
    • Tick the parameters : Customer name, Addresses, Post Code and Country
    • Untick all other parameters in this section
  5. Setting up content for Totals column
    • Click the General Info header to expand this section and display the available parameters
    • Tick the parameters : Shipping and Total
    • Untick all other parameters in this section
  6. Setting up content for Folders column
    • There are no requirements for this column
    • Ensure the Show option is unticked
  7. Setting up content for Item column
    • Click the Item header to expand this section and display the available parameters
    • Tick the parameters : SKU, Title, Quantity and Image
    • Untick all other parameters in this section

Setting up the filters

For this example we will set up 2 filters both based on the General Info column, however it is possible to apply filters across multiple columns within the same view
  • Include only paid orders that have been received by the sales channels today
  • Hide orders that have had invoices printed
  1. Open the view in Edit mode as described above
  2. Click the Change button in line with the Filter heading
  3. By default the General Info column is selected which is what we need in for our filter
  4. Create the filter to only display Paid orders
    • Click the + in line with the Filter by: heading
    • Select Status from the drop list
    • Select Is from the drop down list
    • Select Paid from the drop down list
  5. Create the filter to only display Orders received by the Sales Channel today
    • Click the + in line with the Filter by: heading
    • Select Date from the drop list
    • Select Last days from the drop down list
    • Enter 1 into the text box
  6. Create the filter to display orders that have not had the invoice printed
    • Click the + in line with the Filter by: heading
    • Select Invoice Printed from the drop list
    • Select No from the drop down list
  7. Click the Save button

Setting up the sorting

  1. Open the view in Edit mode as described above
  2. Click the Change button in line with the Sorting heading
  3. By default the General Info column is selected which is what we need in for our filter
  4. Click the + in line with the Sort by: heading
  5. Select Date from the drop down box
  6. Select Ascending from the next drop down box
  7. Click the Apply button

Editing filtering and sorting from Open Orders

It is possible to apply or change filtering and sorting 'On the fly' from the column headers in the Open Order grid. More details on this can be found here.