The Orders page in Business Hub is where you manage all your orders. Only users with Administrator, Sales Manager, or Sales Team roles can access the Orders page.
The Orders page displays a consolidated view of the orders that you have received through all of your sales channels. This includes orders placed in your primary web store, your affiliate web stores, and orders placed directly through Business Hub. On this page, you can add new orders, open an existing order to view or edit, download selected orders, sort orders, and search for orders.
In this article...
- To view your orders list
- To customize the fields displayed for your orders
- Alert Icons
- Sorting orders
- Searching for orders
- View customer sales summary
To view your orders list:
- Log into your DecoNetwork website.
- Browse to Business Hub > Orders.
The main work area shows the orders that you have received, listed in a table.
Open orders are shown by default. You can choose to view closed orders or both open and closed orders at once by clicking on the Closed or All tabs at the top left of the table respectively.
By default, the following fields are displayed for each order:
- #: the order number.
- Customer: the customer's full name.
- Company: the customer's company name.
- Status: the status of the order.
If an order contains errors, this will be indicated by "(with errors)" following the status.
View the order to see more details about the error. See the View quote/order help article for information about where to find error details.
- Production: the production state of the order.
- Value: the total order value.
- Outstanding: the balance owing on the order.
- Order Date: the date the order was placed.
To customize the fields displayed for your orders:
You can customize the information displayed in the orders list by choosing which fields you want to be shown in the table.
- Click on the gear icon in the last cell of the header row.
The table of order fields is displayed.
- Tick the checkboxes for the fields you want to be displayed and un-tick the checkboxes for the fields you do not want to be displayed.
Note, you cannot un-tick the checkboxes for the #, Customer, and Status fields.
- Priority Order: identifies whether an order is flagged as a priority order.
- Source: identifies whether the order originated from Business Hub or from an Internet sale.
- Job Name: the job name specified for the order, if any.
- Customer: the full name of the customer.
- Company: the customer's company name, specified for billing, if it has been provided.
- Email: the email address of the customer.
- Phone: the phone number of the customer.
- Customer PO Number: the purchase order number provided by the customer, if specified.
- Process: the processes to be used to produce the order.
- Status: the stage that the order has reached within the order processing workflow.
- Production: the stage that the order has reached within the production workflow.
- Supplier PO Number: the id number of the purchase order sent to the supplier for goods required to fulfill the order.
- Value: the total value of the order.
- Tax: the total tax included in the order total.
- Outstanding: the balance owing on the order.
- Order Date: the date on which the order was placed.
- Ship By Date: the date on which the order is due for production to be complete.
- Payment Due Date: the date on which payment is due.
- Paid In Full Date: the date on which the order was paid in full.
- Invoiced Date: the date on which an invoice was issued for the order.
- Shipped Date: the date on which the order was shipped.
- Created By: identifies whether the order was created by a team member or customer. In the case where a team member created the order, their name will be listed.
- Store: identifies the store from which the order originated.
- Shipping Name: the name of the recipient specified for shipping.
- Shipping Address: the street address specified for shipping.
- Shipping City: the city of the address specified for shipping.
- Shipping Postcode: the postcode of the address specified for shipping.
- Shipping method: the shipping method specified for the order.
- Sales Assign: the name of the salesperson assigned to the order.
- Click okay.
Icons may sometimes appear beside the order number in the # column to alert you of a number of significant details about the order.
Indicates that the order has been flagged as a Priority Order. (You can flag orders as priority orders by ticking the Priority Order checkbox when you create or edit an order).
See the Create Order help article for instructions on creating a new order.
Indicates that the order is a Rush Order. This means that a rush order service fee has been applied to the order.
See the Rush Order Fees help article for details about setting up a rush order fee.
Indicates that there are notes associated with the order. The notes can be either internal notes or notes sent to or from the customer.
Hover the mouse pointer over the notes icon to show the list of notes. The user who created the note and the date and time of creation are shown for each note.
Indicates that the order worksheet has been downloaded or printed.
Hover the mouse pointer over the printer icon to show the list of users who downloaded or printed the worksheet. The date and time are shown for each download or print instance.
By default, orders will be sorted by order date, starting with the latest order date to the earliest. You can change how the orders list is sorted by clicking on any of the enabled field names (highlighted in blue) in the header row.
An initial click on a particular field name will cause the list to be sorted by that field, in descending order. Clicking on the same field name again will cause the list to be sorted by that field in ascending order.
The current sort field will be indicated by the field name cell being filled with a gray background. The current sort order will be indicated by a down arrow or an up arrow after the field name. A down arrow indicates descending order and an up arrow indicates ascending order.
Searching for orders
You can search for particular orders using any of the active fields in the table. Search for orders by typing or selecting a value in one or more of the fields in the row directly below the header row and then clicking on the Search button at the end of the row.
Text Search Fields
Text fields are indicated by a blank box. To search using a text field, click inside the box and enter the string that you want to search for.
Drop Down List Search Fields
Dropdown list search fields have a gray button with a down arrow at the right of the field box. Click on the button and select an option from the drop-down list to search for orders with the selected value.
Value Range Search Fields
Value range search fields require To and From values to be entered as part of the search criteria. Value range search fields have a small black triangle in the bottom-right of the search box.
To search using a value range search field:
- Click within the field box
A popup is displayed, containing To and From fields
- Enter values in the To and From fields
- Click okay
Date Search Fields
Date search fields also have a small black triangle in the bottom-right of the search box.
To search by date:
- Click within the date field box
A popup is displayed, containing a drop-down list with time period options
- Select a specific time period within which you want to search orders
- Select "Between:" to specify a custom date range
- Click on the calendar icon in the From field, select a date using the Date Picker tool, then click OK when you have picked the desired date. Do the same for the To field.
- Click okay.
View customer sales summary
You can hover the mouse pointer over the customer name to view a popup containing a summary of sales information for the customer.
The popup will be accessible anywhere a customer name is shown, i.e. Quotes List, Production List, Artwork Approvals List, and Customers List.
Other things you can do on this page
From this page, you can also add a new order, open an existing order to view or to edit, and download PDF documents of selected orders in bulk. Click on the link below to view the relevant help article.