Overview
The Orders list is your central hub for viewing and managing all orders in your system. You can quickly find specific orders using search, filter by status and details, and export data for reporting. The list displays key information including order numbers, customer names, statuses, tags, and revenue at a glance.
Understanding the Orders List View
What You See in the List
The orders list displays the following information for each order:
Order Number: Unique identifier (e.g., #1218, #1217)
Customer Name: The customer associated with the order
Status: Current order status with color coding
Tags: Any tags applied to the order (shown with count icon)
Revenue: Order revenue amount
Actions: Three-dot menu for order-specific actions
Quick View: Arrow icon to open order details
Order Count
At the top of the list, you'll see the total number of orders displayed (e.g., "1095 orders"). This count updates based on your active filters.
Searching for Orders
Quick Search
The search bar at the top left allows you to quickly find orders:
What You Can Search:
Order numbers (e.g., "#1218" or "1218")
Customer names (partial or full names)
Company names
How to Use Quick Search:
Click the search bar at the top of the orders list
Type your search term
Results update automatically as you type
Clear the search to return to the full list
💡 Tip: You don't need to include the "#" symbol when searching for order numbers - just type the number.
Filtering Orders
Opening the Filters Panel
Click the "Filters" button next to the search bar to open the comprehensive filters panel.
Filter by Order Status
Filter orders by their current status using the status buttons at the top of the filters panel:
Available Status Filters:
Waiting for planning: Orders ready to be planned
Committed: Orders committed by drivers
Delivered: Completed deliveries
Paid: Orders with payment received
Cancelled: Cancelled orders
Billed: Orders that have been invoiced
How to Filter by Status:
Click the "Filters" button
Click one or more status buttons (they highlight when selected)
The list updates automatically to show only orders with selected statuses
Click a status again to deselect it
💡 Tip: You can select multiple statuses at once to view orders in different states together.
Advanced Filtering Options
Filter by Customer
Narrow down orders to a specific customer:
Open the Filters panel
Under "Order details", click the "Customer" dropdown
Select a customer from the list
The orders list updates to show only that customer's orders
Filter by Date Range
View orders within a specific date range:
Open the Filters panel
Under "Order details", find the date range fields
Click "From" to select a start date
Click "To" to select an end date
The list updates to show orders within that range
⚠️ Important: Dates are in system time zone (CST). Make sure to account for time zone differences when filtering.
Filter by Location
Pickup State Filter:
Filter orders based on where the pickup occurs:
Open the Filters panel
Click the "Pickup state" dropdown
Select a state
Orders with pickups in that state will display
Delivery State Filter:
Filter orders based on delivery location:
Open the Filters panel
Click the "Delivery state" dropdown
Select a state
Orders with deliveries in that state will display
Filter by Delivery Company
Find orders delivered by specific carriers or drivers:
Open the Filters panel
Scroll to "Delivered by" section
Click the "Company" dropdown
Select a company or driver
The list shows orders delivered by that company
Active Filters and Resetting
Viewing Active Filters
At the top of the Filters panel, you'll see "X active filters" showing how many filters are currently applied.
Resetting Filters
To clear all filters and return to the full orders list:
Open the Filters panel
Click "Reset" at the top right
All filters are removed and the full list displays
💡 Tip: Reset filters before starting a new search to ensure you're seeing all relevant results.
Exporting Orders Data
How to Export
Export your filtered orders list for reporting or analysis:
Apply any desired filters to narrow your list
Click the "More" button at the top right
Select "Export" from the dropdown menu
Your filtered orders will be exported (typically as CSV or Excel)
What Gets Exported:
All orders currently displayed based on your filters
Order numbers, customer names, statuses, and other key details
Advanced Search
Accessing Advanced Search
For more complex search needs:
Click the "More" button at the top right
Select "Advanced search" from the dropdown menu
Access additional search parameters and options
When to Use Advanced Search:
You need to search multiple fields simultaneously
You need to save search criteria for repeated use
Basic filters don't provide enough specificity
You're building complex reports
Important Notes
⚠️ Important Considerations:
Filter combinations: All filters work together (AND logic). Selecting multiple filters narrows results further.
Time zone: All date filters use Central Standard Time (CST). Convert times if you're in a different zone.
Real-time updates: The orders list updates in real-time as orders change status.
Export limits: Large exports may take time to process. Consider filtering to smaller date ranges for faster exports.
Troubleshooting
Issue: No Orders Showing After Filtering
Issue: The orders list is empty after applying filters
Cause: Your filter combination may be too restrictive, or no orders match the criteria Solution:
Click "Reset" in the Filters panel to clear all filters
Apply filters one at a time to identify which is causing the empty result
Adjust your filter criteria to be less restrictive
Check the date range - you may be looking at dates with no orders