In this article, we will briefly cover the various options in the Orders Dashboard:
- Navigating to Orders Dashboard
- Available Actions
- Filters
- CSV Export
- Page Share
- Notes
- Clicking Into an Order
Navigating to Orders Dashboard
The Orders Dashbaord can be navigated to by clicking on the Orders icon on the left sidebar:
Available Actions
From the Orders View page, users are able to select one or more specific orders from the list and then choose an action for that order, such as cancelling the order or deleting an order.
Please note: If any associated order items are completed or in a cancelled state, then PDX will throw an error and the order cannot be deleted.
Filters
The Orders page consists of quick filters across the top of the page, which allows users to narrow the types of orders that appear in the list view.
Users can also click on the filter icon () to access more filter functionality, including saving and sharing custom filter sets.
CSV Export
Users are able to export a CSV report of the current list of orders. This can be done by clicking on the export icon on the top right of the page
Page Share
Users are able to share the link of the page with the selected filters from the below option next to CSV download button.
After selecting share button, a pop-up window with the link with appear on the screen.
Please note: The link can be bookmarked and will persist.
Notes
On each order item row, users have the ability to add, update or close out notes at the order level. To access notes click on the + icon in the column :
For instructions on adding notes, click here.
Clicking Into an Order
Lastly, from the Orders View page, users can click on individual orders. This gives users access to a list of order items for an order.
For more information on how to navigate the Order Items page, click here.