Customising the order view

On this page you will learn how to customise the order overview as well as the detail view of your orders according to your needs. For this, there are different views and a variety of settings available.

1. Compact view vs. list view

In the order UI, you have the choice between the list view and the compact view, so you can decide how you want to display your orders. When opening the Orders » Orders menu, the compact view is displayed by default. For every new login, the view that was last used will be opened.
But what is the difference between the two views? While the list view displays one order per line with the selected columns, the compact view also directly shows the selected order details in the overview in a space-saving way.
Thus, decide for yourself which view meets your needs and switch between them as desired.

Switching between the views via one click

At the top right in the order overview you can use the button Switch to list view () or Switch to compact view () to switch between the views at any time. In case you set any filters, these will automatically be transferred when switching views.

1.1. Customising the compact view

You can individually design the compact view and use the editing mode to determine which information should be displayed about your orders. Moreover, you can select how big the different fields of the order information should be displayed and if required, you can also add a colour highlighting to visually separate the fields.
In the following chapters you will learn how to customise the compact view according to your needs.

1.1.1. Selecting fields for the order overview

At first, select the fields that should be displayed for your orders in the overview. To do so, proceed as follows.

Selecting fields for the order overview:

Go to Orders » Orders.
Carry out the search () to display orders.
In case your are in the list view, click on Switch to compact view () at the top right to switch to the compact view.
At the top right, click on Edit view () to edit the compact view in the editing mode.
At the top right of the main window, click on Edit ().
→ The editing mode opens.
On the right in the Compact view fields section of the settings, select () the fields that should be displayed in the compact view. Further information on the available fields can be found in Table 2.
Tip: Move the selected fields via drag-and-drop to the desired position until they are displayed in the desired order. Set which information the individual fields should contain.
If you are satisfied with the selected fields, click on Save view () at the top right.
Enter a name for the new view and click on Create view.
→ The new view is created.

Do you have admin rights?

Only admin users can create and edit views. If you are not an admin:

Turn to someone with admin rights.
Ask the person to create the necessary views for you and to assign them to your user account.

Table 1. Fields for the order title overview
Setting	Explanation
Order type	Shows the type of the order. This column is a standard column.
Order ID	Shows the ID of the order. This column is a standard column.
Lock status	Shows whether an order is locked (). An order is locked as soon as an invoice has been generated. A credit note is locked as soon as a credit note document has been generated. You can unlock the order or the credit note by generating a reversal document for the respective document. This column is a standard column.
Reference	Shows the ID of the referenced order. By clicking on the ID the referenced order opens. This column is a standard column.
ISO code of country of delivery	Shows the ISO code of the delivery country in the default colour if it is the same country as your system’s delivery country. The ISO code is displayed in red if the country of delivery is not the system’s delivery country. This column is a standard column in the Classic view.

Table 2. Fields for the order overview
Setting	Explanation
Invoice address	Shows the invoice address. *Tip:* Hover over the address in order to see further details. This is a default column.
Delivery address	Shows the delivery address. *Tip:* Hover over the address in order to see further details. This is a default column.
Contact ID	Shows the ID of the contact. In order to display an ID, a contact data record needs to exist for this customer. If it is a guest order, Guest is displayed. By clicking on the contact ID, the contact data record opens. This is a default column.
Main document	In case a document has already been created for the order, the document number is displayed. By clicking on the number, the document opens. Only valid invoices and credit notes are displayed, i.e. only those that have not been cancelled. POS documents such as receipts and POS invoices are also taken into account. This is a default column.
Tags	Shows the tags that are assigned to this order. This is a default column.
Language	Displays the language of the order.
Payment method	Shows the payment method that was selected for this order. This is a default column.
Payment status	Shows the payment status of the order. Outstanding = The whole amount is still open. Prepaid = The amount has been paid in advance, either in full or partially. Partly paid = The amount has been partially paid. Paid = The amount has been paid in full. Overpaid = It has been paid more than the outstanding amount. This is a default column.
Status	Shows the processing status of the order. This is a default column.
Shipping profile	Shows the shipping profile. This is a default column.
Invoice total	Shows the invoice total of the order. Depending on the order, the total is net or gross. This is a default column.
Order date	Shows the date on which the order was registered in the system. This is a default column.
Client	Shows the client that was used to create the order. This is a default column.
Item quantity	Shows the amount of items in the order. This is a default column.
Outgoing items booked on	Shows the date on which the outgoing items have been booked. This is a default column.
Referrer	Shows the referrer of the order, e.g. Client (store) or Manual entry. The order referrer is the sales channel via which the order is generated. Select whether you want to display the Name, the ID or both. This is a default column.
External order ID	Shows the external ID of the order. This is a default column.
Lock status	Shows whether an order is locked (). An order is locked as soon as an invoice has been generated. A credit note is locked as soon as a credit note document has been generated. You can unlock the order or the credit note by generating a reversal document for the respective document. This is an optional column.
Order type	Shows the type of the order. This is an optional column.
Order ID	Shows the ID of the order. This is an optional column.
Custom property (1-5)	Shows the selected custom property. There are 5 fields available. This is an optional column.
Contact	Shows the name of the contact. This is an optional column.
Contact rating	Shows the customer rating of the contact. This is an optional column.
Client ID	Shows the ID of the client. This is an optional column.
Flags	Shows the desired flag. This is an optional column.
Location	Shows the location of the client that was used to create the order. This is an optional column.
Location ID	Shows the location ID of the client that was used to create the order. This is an optional column.
Net order value	Shows the total net sum of the order in the order currency. This is an optional column.
VAT	Shows the VAT that is applied for this order. This is an optional column.
Paid amount (%)	Shows the amount that was paid for the order in percentage. This is an optional column.
Payment date	Shows the date on which the last payment for the order was received. This is an optional column.
Currency	Shows the order currency. This is an optional column.
Delivery country	Shows the country to which the order will be delivered. The displayed delivery country is taken from the given delivery address. This is an optional column.
Delivery date	Shows the estimated delivery date of the order. This is an optional column.
Source	Shows how the order was created, e.g. manually or via REST. This is an optional column.
Owner	Shows the order’s owner. This is an optional column.
Warehouse	Shows the main warehouse of the order. You can choose whether the name, the ID or both should be displayed. This is an optional column.
Shipping costs	Shows the shipping costs of the order. This is an optional column.
Weight [kg]	Shows the total weight of the order. This is an optional column.
Reference	Shows the ID of the referenced order. By clicking on the ID the referenced order opens. This is an optional column.
Shipping service provider	Shows the shipping service provider. This is an optional column.
Package numbers	Shows the order’s package numbers separated by comma. This is an optional column.
Sales representative ID	Shows the ID of the sales representative. This is an optional column.
Contact (invoice address)	Shows the contact of the invoice address. This is an optional column.
Contact (delivery address)	Shows the contact of the delivery address. This is an optional column.
Company	Shows the company that is saved on the order’s contact or on the invoice address (guest order). This is an optional column.
Loyalty program	Shows the respective loyalty programme for Amazon Prime or eBay Plus.
Customer class	Shows the customer class. You can choose whether the name, the ID or both should be displayed. This is an optional column.
Dunning level	Shows the dunning level of the order (if applicable).

1.1.2. Configuring fields

For the selected fields, you can carry out further settings and thus for example define the field size, change the title or add a colour highlighting. To do so, proceed as follows.

Configuring fields:

Go to Orders » Orders.
Carry out the search () to display orders.
In case your are in the list view, click on Switch to compact view () at the top right to switch to the compact view.
At the top right, click on Edit view () to edit the compact view in the editing mode.
At the top right of the main window, click on Edit ().
→ The editing mode opens.
Expand the fields () to configure them. Pay attention to the information given in Table 3.
If you are satisfied with the selected fields, click on Save view () at the top right.
→ The changes are saved.

Table 3. Settings for the compact view fields
Custom field name	Here you can enter another title for the respective field if desired.
Colour highlighting	Optionally select a colour highlighting that will be shown on the left side of the respective field. This can help to visually separate and highlight the fields. If you don’t select a colour, a grey flag will be displayed on the field by default. The following fields already have the following flag by default: Invoice address = red Delivery address = red Contact ID = blue Main document = blue
Field size (horizontal)	Select how wide the field should be displayed in the overview. Select between the options small, medium and large. *Note:* For the fields Delivery address and Invoice address you can also select the vertical field size.
Only show icon	Select whether only the symbol of the field (e.g. for the payment method) should be displayed. Note that this setting is only available for specific fields.

Selecting a filter

Underneath the available fields for the compact view you can see the filters. Move the desired filters via drag-and-drop from the list Available filters to the list Displayed filters.

1.1.3. Selecting functions and filter settings

In the editing mode you can also decide which functions and filters should be displayed in the order overview. All settings that are listed in the following table are available for the compact view as well as for the list view. In order to carry out the settings proceed as follows.

Selecting functions and filters:

Go to Orders » Orders.
Carry out the search () to display orders.
At the top right, click on Edit view () to edit the compact view in the editing mode.
At the top right of the main window, click on Edit ().
→ The editing mode opens.
At the top right in the Settings section, carry out the settings for the view. Pay attention to the information given in Table 4.
If you are satisfied with the settings for the view, click on Save view () at the top right.
→ The changes are saved.

Table 4. Settings for functions and filters
Group functions	Select which group functions should be displayed for orders by default. All remaining group functions will be available in the context menu () right next to it.
Menu functions	Select which menu functions should be displayed for orders by default. All remaining menu functions will be available in the context menu () right next to it.
Order items	Select whether the order items of your orders should be collapsed or expanded by default. If you decide to collapse the order items by default, you can expand them at any time by clicking on Expand order items ().
Filters	Select in how many columns the selected filters should be displayed in the filter selection.
Autocomplete	Select for which options you want to automatically search for when entering something in the quick search. To do so, place a check mark (material:check_box[role=skyBlue) for all desired options.

Sorting by orders

In the compact view you can sort your orders by Order ID, Status, Paid on, Outgoing items booked on, Postcode, Main document and Delivery date. To do so, select one of the two options from the Sort by drop-down list and decide whether you want the orders to be displayed in Descending () or in Ascending () order.

1.1.4. Configuring table columns for order items

Besides defining the fields in the order overview, you can also decide which columns should be displayed for the order items. To do so, proceed as follows.

Configuring table columns for order items:

Go to Orders » Orders.
Carry out the search () to display orders.
In case your are in the list view, click on Switch to compact view () at the top right to switch to the compact view.
At the top right, click on Configure columns () and select the option Order item table.
→ The available columns for the order items are displayed.
Select () which columns should be displayed. Further information on the available columns can be found in Table 5.
Tip: Move the selected fields via drag-and-drop to the desired position until they are displayed in the desired order.
Click on Confirm.
→ The settings are saved.

Displaying properties and characteristics

While a green flag is displayed on the left margin for the Properties of the order items, an orange one is displayed for the Characteristics.

Table 5. Order items for the compact view
Setting	Explanation
Expand	Allows you to show further information about the order items and displays the Name, the Value and the Surcharge.
Quantity	Shows the amount that was ordered of this order item. This is a default column.
Item ID	Shows the item ID of this order item. You can open the item by clicking on the ID. This is a default column.
Variation no.	Shows the variation number of this order item. This is a default column.
Variation name	Shows the variation name of this order item. This is a default column.
Variation ID	Shows the variation ID of this order item. You can open the variation by clicking on the ID. This is a default column.
Item name	Shows the item name of this order item. This is an optional column.
Attributes	Shows the attributes of this order item. This is a default column.
Net price	Shows the net price of this order item. This is a default column.
Original net price	Shows the regular net price of this order item. This is an optional column.
Original gross price	Shows the regular gross price of the order item. This is a default column.
Discount	Shows the discount that was selected for this order item. This is a default column.
Surcharge total	Shows the sum of the surcharges of the order item. This is a default column.
Total amount (gross)	Shows the total gross amount of the order item. This is a default column.
Warehouse	Shows the warehouse of the order item. This is a default column.
VAT	Shows the VAT rate of the order item in percent. This is a default column.
External item ID	Shows the external item ID. If the order is an eBay or an Amazon order, you are directed to the marketplace when clicking on the ID. This is an optional column.
External order item ID	Shows the external order item ID transferred by the market. This is an optional column.
Property ID	Shows the ID of the property. This is an optional column.
Storage locations	Shows the storage locations of this order item. This is an optional column.
Net profit margin	Shows the net profit margin of the order item. This is an optional column.
Note	Shows a note for the order item. This is a default column.
Reason	Shows the return reason of the order item in case of a return. This is a default column.
Remaining item value [%]	Shows the remaining item value in %. This is a default column.
Item status	Shows the item status of this order item. This is a default column.
Reorder ID	Shows the ID of the reorder. You can open the reorder by clicking on the ID. This is a default column.
Weight	Shows the weight of the order item This is a default column.
Invoice amount	Shows the invoice amount of the order item. This is a default column.
Total invoice amount	Shows the total invoice amount of the order item. This is a default column.
Property ID	Shows the property ID of the order item. This is a default column.
Shipping profile	Shows the shipping profile of the order item. This is a default column.
Length [mm]	Shows the length in millimetres of the order item. This is a default column.
Width (mm)	Shows the width in millimetres of the order item. This is a default column.
Shipping date	Shows the shipping date of the order item. This is a default column.
Referrer	Shows the referrer of this order item. This is a default column.
Profit margin (net) total	Shows the total profit margin (net) of the order item. This is a default column.
Total weight	Shows the total weight of the order item This is an optional column.

1.2. Customising the list view

The list view allows you to configure the overview as well as the detail view of orders according to your needs. By using the editing mode you can for example define which columns should be displayed for your orders and in which order you want them to be shown. The detail view differs depending on the order type. Thus, there is an individual overview for each type with the respectively relevant information. In the following chapters you will learn how to edit the list view and how to adjust it according to your needs.

When opening an order, different functions will be available in the toolbar that depend on the order type. Decide for yourself, which buttons you want to see at first sight and which buttons should be available in the context menu ().
The default toolbar looks as follows:

Customising the toolbar:

Go to Orders » Orders.
Carry out the search () to display orders.
In case your are in the compact view, click on Switch to list view () at the top right to switch to the list view.
Open the order for which you want to adjust the toolbar.
At the top right, click on Edit view ().
In the Default toolbar buttons section on the right, select the buttons that you want to be displayed by default in the order’s detail view.
Save () the settings.
→ The toolbar is updated according to your settings.

Table 6. Functions in the toolbar
Element	Symbol	Explanation
Save		Once you carried out settings for an order, this button will be activated and you can save the settings. This button is shown by default in the toolbar.
Create orders		Allows you to create child orders for an order. Different options are available depending on the order type. This button is shown by default in the toolbar. You can create the following order types as child orders: Sales order Warranty Credit note Delivery order Reorder Repair Return Multi-order Multi credit note Multi-delivery Partial delivery Advance order For all order items: The maximum amount of all items is automatically added to the shopping cart. For specific order items: The table of the shopping cart will be empty at first, which means that the desired items have to be added manually. Split automatically (only for delivery orders): The items are automatically split according to the settings.
Book outgoing items		Allows you to directly book outgoing items so the stock of a variation is reduced when stock exists. The status of the order is automatically changed to status 7. This button is shown by default in the toolbar.
Book back items		Books back all items or part of the items. This option does not reset outgoing items completely. This button is shown by default in the toolbar.
Email service		Opens the Email templates window and allows you to directly send an email template to a customer or to see emails that have already been sent. This button is shown by default in the toolbar.
Split order		Splits an order. This button is available in the context menu () of the toolbar by default. For further information, see chapter splitting orders.
Duplicate order		Duplicates an order. Afterwards, the duplicated order is shown in the side navigation and highlighted in blue. You can duplicate the entire order, for example if a customer carries out the same order again or if several customers order the same things. This button is available in the context menu () of the toolbar by default.
Assign/detach storage locations		Assigns or unassigns storage locations. The assignment of a storage location is especially important for pick lists and packing lists. This button is available in the context menu () of the toolbar by default. Assign storage locations: assigns a storage location to the order item. In case more than one storage location is assigned to an item, the storage locations are prioritised by position. If no storage location is assigned, the default storage location is selected. *Tip:* Storage locations can also be assigned to items via event procedure. Detach storage locations: removes the current storage location assignment.
Checkout		When clicking this button you are forwarded to the plentyShop LTS where the order is opened. This button is available in the context menu () of the toolbar by default.
Redeem coupon		Allows you to manually redeem coupons. This is possible for PlentyONE campaigns as well as external campaigns. For further information, see the chapter redeem coupon. This button is available in the context menu () of the toolbar by default.
Blocked		This order is locked and can only be edited in a limited way. Hover over the button to see further information on the lock status and on how to unlock the order. This button is situated on the very right of the toolbar and is only shown for locked orders.
Delete order		Deletes an order. Confirm the confirmation message to delete the order. This button is available in the context menu () of the toolbar by default. Note that orders cannot be deleted, if: tax-relevant documents already exist for the order. the user is not authorised to delete orders. outgoing items have already been booked. a delivery order has been created. child orders exist. In general, orders should not be deleted. Errors can occur when orders are deleted because the orders are linked to items, shipping settings and other functions such as cancellations and returns. However, newly created orders can be deleted. In case you want to delete an order that has child orders, you need to delete the child orders first.
Reload order		Updates the order and thus shows possible changes from other users that have worked on the same order simultaneously. Save your changes before reloading the order.
Show stock		You can check the current stock levels of the order items.
New order		You have the possibility to create a new order, offer, advance order, ect..
Change advance order to order		This is only available in an advance order. You have the possibility to change the order type from an advance order to an order. Before the change you get a notification to confirm or cancel the change.

Show or hide side navigation

In the list view, you can decide in the order overview as well as in the detail view of an order whether you want to show or hide the side navigation. To do so, click on at the top left.

1.2.2. Configuring columns in the overview

The table columns in the list view can be configured for both levels. When opening the Orders » Orders menu for the first time, the default view of the table is shown. By clicking on Configure columns () on the right, the options Order overview table and Order item table are displayed. In the Configure columns window, you can select the columns that you want to be displayed and also define the order in which they are shown.

Configuring columns

When you have adapted the table once, these settings are saved. You can change the layout any time. A list of the available columns can be found in Table 7 as well as Table 8. There, you’ll also find out which columns are default columns. Default columns are shown when tables are not customised. Proceed as follows to adjust the table.

Configuring columns:

Go to Orders » Orders.
Carry out the search () to display orders.
In case your are in the compact view, click on Switch to list view () at the top right to switch to the list view.
At the top right, click on Configure columns ().
Select which level of the table you want to configure.
→ The window Configure columns opens.
Select () the columns you want to be displayed. Pay attention to the explanations given in Table 7 and Table 8.
Move () the columns via drag-and-drop to the desired position until they are displayed in the desired order.
Add or remove columns according to your needs.
Click on Confirm.
→ The settings are saved.

Resizable table columns

For some tables in the Order UI, you have the possibility to adjust the size of the columns according to your needs. When hovering over the respective table columns, blue lines appear which allow you to adjust the size as desired. You can resize the columns of the following tables:
* Order overview table
* Order items table (in the overview as well as in the order details)
* Order variation search in the Edit items view of an order
* Shopping cart table in the Edit items view of an order.

1.2.2.1. Configuring table columns in the order overview

The following columns are available for the order overview in the list view.

Table 7. Order overview list view
Setting	Explanation
Expand	Allows you to expand an order in the order overview.
Selection	Allows you to select orders so you can carry out actions for several orders at once.
Lock status	Shows whether an order is locked (). An order is locked as soon as an invoice has been generated. A credit note is locked as soon as a credit note document has been generated. You can unlock the order or the credit note by generating a reversal document for the respective document. This is a default column.
Order type	Shows the type of the order. This is a default column.
Order ID	Shows the ID of the order. Tip:Click on the arrow beside the column header in order to sort your orders by Order ID. This is a default column.
Contact	Shows the name of the contact. This is an optional column.
Contact ID	Shows the ID of the contact. In order to display an ID, a contact data record needs to exist for this customer. If it is a guest order, Guest is displayed. By clicking on the contact ID, the contact data record opens. This is a default column.
Contact rating	Shows the customer rating of the contact. This is an optional column.
Client	Shows the client that was used to create the order. This is a default column.
Client ID	Shows the ID of the client. This is an optional column.
Location	Shows the location of the client that was used to create the order. This is a default column.
Location ID	Shows the location ID of the client that was used to create the order. This is an optional column.
Item quantity	Shows the amount of items in the order. This is a default column.
Net order value	Shows the total net sum of the order in the order currency. This is a default column.
Invoice total	Shows the invoice total of the order. Depending on the order, the total is net or gross. This is a default column.
VAT	Shows the VAT that is applied for this order. This is a default column.
Order status	Shows the processing status of the order. Tip:Click on the arrow beside the column header in order to sort your orders by order status. This is a default column.
Outgoing items booked on	Shows the date on which the outgoing items have been booked. Tip:Click on the arrow beside the column header in order to sort your orders by the date when the outgoing items were booked. This is a default column.
Order date	Shows the date on which the order was registered in the system. This is a default column.
Payment method	Shows the payment method that was selected for this order. This is a default column.
Main document	In case a document has already been created for the order, the document number is displayed. By clicking on the number, the document opens. Tip:Click on the arrow beside the column header in order to sort your orders by the main document number. This is a default column.
Payment status	Shows the payment status of the order. Outstanding = The whole amount is still open. Prepaid = The amount has been paid in advance, either in full or partially. Partly paid = The amount has been partially paid. Paid = The amount has been paid in full. Overpaid = It has been paid more than the outstanding amount. This is a default column.
Paid amount (%)	Shows the amount that was paid for the order in percentage.
Payment date	Shows the date on which the last payment for the order was received. Tip:Click on the arrow beside the column header in order to sort your orders by the payment date. This is a default column.
Currency	Shows the order currency. This is a default column.
Delivery country	Shows the country to which the order will be delivered. The displayed delivery country is taken from the given delivery address. This is a default column.
Delivery date	Shows the estimated delivery date of the order. Tip:Click on the arrow beside the column header in order to sort your orders by the delivery date. This is a default column.
Source	Shows how the order was created, e.g. manually or via REST. This is a default column.
Owner	Shows the order’s owner. This is an optional column.
Referrer ID	Shows the ID of the referrer that was used to create the order. This is an optional column.
Referrer	Shows the referrer of the order, e.g. Client (store) or Manual entry. The order referrer is the sales channel via which the order is generated. This is a default column.
Warehouse	Shows the main warehouse of the order. This is a default column.
Warehouse ID	Shows the ID of the main warehouse. This is an optional column.
Shipping costs	Shows the shipping costs of the order. This is a default column.
Weight [kg]	Shows the total weight of the order. This is an optional column.
Reference	Shows the ID of the referenced order. By clicking on the ID the referenced order opens. This is a default column.
Invoice address	Shows the invoice address. This is an optional column.
Delivery address	Shows the delivery address. This is a default column.
Tags	Shows the tags that are assigned to this order. This is an optional column.
Shipping profile	Shows the shipping profile. This is a default column.
Shipping service provider	Shows the shipping service provider. This is an optional column.
Package numbers	Shows the order’s package numbers separated by comma. This is an optional column.
External order ID	Shows the external ID of the order. This is a default column.
Sales representative ID	Shows the ID of the sales representative.
Contact (invoice address)	Shows the contact of the invoice address. This is an optional column.
Contact (delivery address)	Shows the contact of the delivery address. This is an optional column.
Company	Shows the company that is saved on the order’s contact or on the invoice address (guest order). This is an optional column.
Loyalty program	Shows the respective loyalty programme for Amazon Prime or eBay Plus.
Actions	Shows further actions () that are available for this order.
Dunning level	Shows the order’s Dunning level (if applicable).
Flags	Shows the assigned flags of the order.
Customer class	Shows the contact’s customer class.

1.2.2.2. Configuring table columns for order items

Expand the second level () to see information about the order items. For this, the columns listed in the table below are available.
While a green flag is displayed on the left margin for the Properties of the order items, an orange one is displayed for the Characteristics.
Note: The order items are not the same for all order types.

Show order items for all orders by default

By default, the order items of your orders are not shown in the overview of the list view. In the editing mode of the overview, you can however define via the Order items table default setting whether to expand or collapse the order items table in the order overview by default. If you select the option Expanded, up to 5 order items are shown. By clicking on Show all order items, you are forwarded to the detail view of the order where all order items are listed.

Table 8. Order items for the list view
Setting	Explanation
Expand	Allows you to show further information about the order items and displays the Name, the Value and the Surcharge.
Quantity	Shows the amount that was ordered of this order item. This is a default column.
Item ID	Shows the item ID of this order item. You can open the item by clicking on the ID. This is a default column.
Variation no.	Shows the variation number of this order item. This is a default column.
Variation name	Shows the variation name of this order item. This is a default column.
Variation ID	Shows the variation ID of this order item. You can open the variation by clicking on the ID. This is a default column.
Item name	Shows the item name of this order item. This is an optional column.
Attributes	Shows the attributes of this order item. This is a default column.
Net price	Shows the net price of this order item. This is a default column.
Original net price	Shows the regular net price of this order item. This is an optional column.
Gross price	Shows the gross price of the order item. This is a default column.
Discount [%]	Shows the discount that was selected for this order item. This is a default column.
Surcharge total	Shows the sum of the surcharges of the order item. This is a default column.
Total amount (net)	Shows the total net amount of the order item. This is a default column.
Total amount (gross)	Shows the total gross amount of the order item. This is a default column.
Warehouse	Shows the warehouse of the order item. This is a default column.
VAT [%]	Shows the VAT rate of the order item in percent. This is a default column.
External item ID	Shows the external item ID. If the order is an eBay or an Amazon order, you are directed to the marketplace when clicking on the ID. This is an optional column.
External order item ID	Shows the external order item ID transferred by the market. This is an optional column.
Property ID	Shows the ID of the property. This is an optional column.
Storage locations	Shows the storage locations of this order item. This is an optional column.
Net profit margin	Shows the net profit margin of the order item. This is an optional column.
Note	Shows a note for the order item. This is a default column.
Return reason	Shows the return reason of the order item in case of a return. This is a default column.
Remaining item value [%]	Shows the remaining item value in %. This is a default column.
Item status	Shows the item status of this order item. This is a default column.
Reorder ID	Shows the ID of the reorder. You can open the reorder by clicking on the ID. This is a default column.

1.2.3. Display or hide order item properties

If you want to see properties of the order items, such as Name or Value, go to the line of the order and click on the arrow icon on the left (). At first, you will see details about the order items. On this level, click on the arrow symbol () once again too see the properties.
Note: If you want to edit the properties of order items, open the desired order, go to the Order items section and click on Edit items ().

1.2.4. Using the editing mode

The editing mode allows a high degree of flexibility for positioning content and data in the Orders » Orders menu. This works by intuitively positioning elements via drag-and-drop. You can individually adjust and edit each element. Table 9 contains an overview of the functions available in the editing mode for the list view.

Do you have admin rights?

Only admin users can create and edit views. If you are not an admin:

Turn to someone with admin rights.
Ask the person to create the necessary views for you and to assign them to your user account.

Table 9. Available settings in the editing mode
Element	Symbol	Explanation
Edit view		Opens the view for editing. You can move the elements to a different place with drag-and-drop and adjust the size of the components.
Undo		Undoes the last change, unless this change has already been saved.
Redo		Restores the previously undone change.
Default view		Displays the view that is currently opened. Click on to switch to another view or to create a new view.
Restoring the previously saved state		Resets the view to the state that was last saved.
Save		Saves the changes. By doing so, you can save as many different views as you like. When you want to edit orders the next time, you can open your preferred view via the drop-down list in the top right. Also via this drop-down list, you can create a new preset by clicking on Create new preset….
Edit		When you edit the element, you can see in the Elements section on the right side which elements have not been added yet and are therefore still available. Elements that have already been added are disabled and cannot be used another time.
Delete		Deletes the element.
Close		Closes the editing mode. If you have not saved the changes yet, a security inquiry appears.

1.2.4.1. Creating a new view

To create a new view, proceed as described below.

Creating a new view:

In the editing mode, click on the list of views ().
Click on Create new preset….
Enter a name for the view.
Click on Create view.
→ The new view is created and opens automatically, i.e. it is applied. It’s now possible to switch between different views.

1.2.4.2. Placing elements

Drag-and-drop the elements to intuitively place them exactly where you want them. In addition, adjust the size of the elements according to your needs.
Proceed as described below to add elements.

Placing elements:

Go to Orders » Orders.
Open the order view in which you want to place an element.
Click on Edit view () at the top right.
On the right side, select an element and put it into the right position via drag-and-drop.
Optional: Move your cursor over the border of an element and drag the element to its desired size while holding on to your cursor.
Tip: Do you want to move your elements to another position at a later point in time? You can do so by using drag-and-drop until all elements are placed correctly.

Provide fields as read-only

For every field of an element, you can decide whether it should only be provided as read-only. To do so, go to the field and click on Edit () to activate () the option read-only. Thus, the field is only displayed but cannot be edited.

1.2.4.3. Finalising your work

Once you carried out all settings, you can save your changes and finalise the editing mode. Check afterwards whether the view fits your needs.

Finalising your work:

Save the view () and close the editing mode ().
Check the result in the main window.
If necessary:
1. Click on Edit view () again and edit the view even further.
2. Allow other users to see the view.

The order overview offers many different functions that are available in the context menu () of each line by default. If you want to directly place specific functions for orders in the order overview table, you can carry out the corresponding settings in the editing mode.

Placing functions in the order overview:

Go to Orders » Orders.
Carry out the search () to display orders.
In case your are in the compact view, click on Switch to list view () at the top right to switch to the list view.
Click on Edit view () at the top right.
→ The editing mode opens.
In the main window, click on Edit ().
→ The settings become visible on the right.
In the order menu functions setting, select () all default menu functions from the drop-down list that should be visible by default in the order overview.
Save () the settings.
→ All selected functions are now directly available on the right in the order overview.

1.2.6. Noticing unsaved changes

If you carried out changes in an order, a blue dot is displayed in the side navigation on the left. The dot indicates in which section unsaved changes exist. As soon as you save () the changes or reset the changes to the previous state, the dot will disappear.

Customising the order view

1. Compact view vs. list view

1.1. Customising the compact view

1.1.1. Selecting fields for the order overview

1.1.2. Configuring fields

1.1.3. Selecting functions and filter settings

1.1.4. Configuring table columns for order items

1.2. Customising the list view

1.2.2. Configuring columns in the overview

1.2.2.1. Configuring table columns in the order overview

1.2.2.2. Configuring table columns for order items

1.2.3. Display or hide order item properties

1.2.4. Using the editing mode

1.2.4.1. Creating a new view

1.2.4.2. Placing elements

1.2.4.3. Finalising your work

1.2.5. Placing functions in the order overview

1.2.6. Noticing unsaved changes

Is this page helpful?

Customising the order view

1. Compact view vs. list view

1.1. Customising the compact view

1.1.1. Selecting fields for the order overview

1.1.2. Configuring fields

1.1.3. Selecting functions and filter settings

1.1.4. Configuring table columns for order items

1.2. Customising the list view

1.2.1. Customising the toolbar

1.2.2. Configuring columns in the overview

1.2.2.1. Configuring table columns in the order overview

1.2.2.2. Configuring table columns for order items

1.2.3. Display or hide order item properties

1.2.4. Using the editing mode

1.2.4.1. Creating a new view

1.2.4.2. Placing elements

1.2.4.3. Finalising your work

1.2.5. Placing functions in the order overview

1.2.6. Noticing unsaved changes

Is this page helpful?

Is this page helpful?