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Orders

The Orders feature under Information will produce a list of the orders stored in the Tradebox database. When this option is selected, a pop up box appears which allows the user to filter which orders they wish to view in Tradebox.

 

The Sales Channel drop down box allows the user to either choose orders from All sales channels or to specify a particular sales channel.

The Type drop down box offers several options:

  • Selecting All will show every order that has been downloaded into Tradebox.
  • Posted to Sage shows only orders that have been posted to Sage accounts and have a Sage Invoice/Sales Order number recorded against them.
  • Selecting Unposted will show any orders that have not been posted to Sage. This is generally because the orders have encountered an error (customer mapping, product mapping or payment mapping) or have been marked as Pending.
  • Pending will display any orders that have been marked as Pending for posting to Sage at a later date. Selecting this option will also allow the users to remove the pending flag from the orders and allow them to post to Sage.

Using the Date from and to will set a date range for the orders that will be displayed in the list.

Selecting the Group by Order Number tick box will group together the lines of any multi-line orders.

Selecting the List in Date Order option will automatically sort the list by the date the orders were placed, with the most recent at the top.

 

After choosing the selection criteria and selecting OK, the order grid will be populated, displaying all line items grouped together within each order.

Columns can be added, removed and sorted into the order required by the user. To move the columns, simply click on the column headers and drag the column into the required position. To add or remove columns, right click on the column headers and from the drop down menu choose the Select Columns option. This will generate a box called Customization which will contains a list of fields that currently do not appear in the grid. To add a new column to the grid, drag it from the the Customization box into the position required in the grid. To remove a column, drag it from the grid into the Customization box.

Data in the grids can be sorted in ascending or descending order by clicking on the column headers. Hovering the mouse above the columns will reveal a filter control icon. Clicking on the control allows the user to filter the grid by data in the column, for example showing all sales between 2 dates.

 At the bottom of the grid a few different buttons can be found. The first of these is Reset, which allows you to send orders to Sage for a second time.

The Delete option allows you to delete orders from Tradebox. Using this option can cause orders to be downloaded and posted to Sage for a second time.

Select All selects every order in the grid.

Swap reverses any selections that have been made. For example if one order is selected and the user clicks Swap, all orders will be selected except the originally selected order.

Clear removes any selections that have been made.

Export will produce an excel spreadsheet of all the order information in the grid.

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