Order Overview

The order overview provides a comprehensive view of all orders within your control panel. This article explains the functionalities and customization options available in the order overview.

Order Overview and Efficient Order Management in the Control Panel

This article explains how to use the order overview in your control panel to efficiently manage your orders. You'll learn how to use standard and custom views to sort and filter your orders, as well as how to mass-process them.

How to use the Order Overview in the Control Panel

The order overview provides a complete summary of all your orders. To keep things organized and easily find what you're looking for, you can use views and filters.

Views and Filters for the Order Overview

Standard Views

Standard views organize your orders based on their order status, with the newest orders at the top. The first view ("All orders") shows, as the name suggests, all orders regardless of status. The available standard views are:

All orders
Not processed
Sent
Returned

Personal Views

Do you need a more specific overview? You can create your own personal views by using order filters. This allows you to filter orders based on criteria such as order status, shipping method, payment method, tags, and more!

How to Create a Personal View:

Click the "Filter" button.
Select the desired filters.
Click "Create view" to save the new view.

You will then find your new view in the dropdown menu for views.

Display Order Details

You can also customize which information is displayed directly in the order overview. Use the "Filter" function to select the details you wish to see:

Show product lines: See which products are included in each order.
Show order handler: See which user has processed the order.
Show comment icon: Indicates if there are comments linked to the order.
Show address: Displays the customer's delivery address.
Show org. no.: Displays the organization number for business customers.
Show profit margin: Activated via the gear icon and shows the profit per order line.

Order Statuses and Their Function

Order statuses are a central tool for organizing and streamlining your order processing. They not only help keep the overview tidy, but they also trigger important processes related to payment and printing of shipping labels.

What are Order Statuses?

Order statuses help you systematize your orders and are crucial for triggering actions such as payment processes and label printing.

You can find and manage your order statuses under: Configuration > Settings > Order Status

Standard Order Statuses

Your online store comes with the following predefined order statuses:

Not processed (Standard)
In progress
Sent (Completed)
Cancelled (Cancelled)
Returned

The three most important statuses – Standard, Completed, and Cancelled – trigger specific processes:

Standard Status: This is the first status new orders receive, and it has no specific actions associated with it.
Completed Status (Sent): This status activates the payment/transaction for orders paid with solutions like Klarna, Vipps, or Mystore Card Payment. It also enables Tripletex transfer and label printing via Logistra, if these services are installed.
Cancelled Status: If an order/transaction is not set to "Completed", this status will cancel a payment reservation (e.g., with Klarna, Vipps, or Mystore Card Payment). You also get the option to return the items to stock.

Change Order Statuses

In addition to defining the properties for the various order statuses, you also have the flexibility to:

Add or remove order statuses.
Change the name of existing order statuses, and you can even specify different names for administrators and customers.

Order Filter – How to Filter Your Orders

This article explains how to use the order filter to find specific orders based on various criteria, and how to create and use your own filter views.

Standard Views and Custom Views

The order overview has standard views. To create your own, follow these steps:

Click on "Filter" in the order overview.
Choose the rules you want to filter by, e.g., order status, shipping method, payment method, and customer group.
Click on "+Create view" to save the new view. Give it a descriptive name and click "Create new view".

You will find the new view under "View" in the order overview. All orders that match the filter selections will be displayed here.

Available Filter Options

Here's an explanation of the different filter options:

Filter Option	Description
Order Status	Select which order statuses to include.
Shipping Method	Choose which shipping methods to include. Useful if you have different label printers.
Payment Method	Choose which payment methods to include.
Tags	If you use tags, you can choose to include them in the filter.
Product	Choose whether to display orders containing specific products.
Country	If you ship internationally, you can choose to display orders from specific countries.
Customer Group	Choose whether to display orders from customer groups. Useful for prioritizing shipping to loyalty program members.
Transferred to accounting	Find orders that have been transferred or not transferred to accounting (works with Tripletex integration).
Has accounting document	Choose whether an order has an accounting document linked to it.
Order Number	Select order number series.
Order Date	Select the period when an order was placed.
Last Updated	Find orders that were updated within a selected period.
Date Sent	Select the period when an order was completed in order processing.
Planned Delivery	Find orders with planned delivery within a desired period.
Number of Products	Optional number of products in the orders.
Payment Activated	Find orders where payment was activated within a given period.
Order Weight (in grams)	Find orders with a given weight.
Order Value (incl. VAT)	Find orders with the desired order value.
Postal Code	Find orders with specific postal codes. Practical for different shipping methods based on destination.
Look up order with	Find orders with specific order and invoice numbers.

What about the views?

The views show more information directly in the order overview, without you having to open each individual order.

The activated views apply only to your user.

Show product lines: Show the products in the order.
Show order handler: Show the order handler in the overview.
Show comment icon: Show if an order has a comment.
Show address: Show the customer's address.
Show org. no.: Show the customer's organization number (if registered).

What happens when I save a view?

Saved views appear in a dropdown menu at the top right of the order overview. Here you can switch between views and delete existing ones.

Important: Views are global. A deleted view disappears for all users.

Examples of Smart Filter Views

Here are some examples of how you can use filter views for efficient order processing:

Filter view for orders without accounting documents:
1. Open the order overview and click "Filter".
2. Select the filter criteria to show orders without accounting documents (e.g., "Has accounting document: No").
3. Process the orders in the overview (e.g., create accounting vouchers via mass processing).
Orders with a specific shipping method: To list new orders with a specific shipping method, select the desired shipping method and order status "Not processed".
Backordered product lines: To list orders in progress with backordered product lines, use the filter to select relevant criteria.

Mass Processing of Orders

This article explains how you can easily mass-process orders, including how to create preview views.

Custom View before Mass Processing

Before you start mass processing, it can be useful to create custom views to quickly identify the orders you want to process. Here's how:

Click on "Filter" in the order overview.
Select what you want to filter by to collect the relevant orders.
Save the view for easy access later.

How to Mass Process Your Orders

Follow these steps to mass-process your orders:

Select orders: Mark all orders to be processed by checking them in the list.
Complete orders: Choose the desired action (e.g., "Complete") for the selected orders at the bottom of the page. If you choose "Use auto-select" for shipping labels, the system will try to select the same shipping method as the customer chose.
Attach shipping labels: Attach shipping labels to the completed orders for dispatch.