Open orders

This page allows you to view, manage, and export your newly received orders to your accounting software.

Follow the steps below to learn how to navigate the page.

Step 1: Navigate to the Open orders page

• Click on the navigation bar.
• Select “Orders.”
• Select “Open orders.”
  • All open orders are listed here.

Step 2: Export orders (optional)

• Select orders:
  • Use the checkbox next to each order to select orders you want to export.
• Export orders:
  • Once selected, click the export option (e.g., “MYOB” button) to send the order details to your connected accounting software.

Step 3: Download an order invoice (optional)

• Locate the order you want to download an invoice for.
• Press the icon under “Download.”

• What each field means:
  • Order Number: Unique ID assigned to each order.
  • Customer Name: Name of the customer who placed the order.
  • Created Date: Date the order was created.
  • Payment Due: Due date for payment, if applicable.
  • Total: Total amount for the order.
  • Paid: Indicates whether the order has been paid.
  • Dispatched: Status of the order’s dispatch.
  • Payment Type: Method used for payment (e.g., Credit Card, PayPal).
  • Download: Option to download a copy of the order details.
• Filter by date:
  • Consider sorting by the “Created Date” column to view the most recent orders first.
• Verify payment status:
  • Always check the “Paid” status before dispatching to avoid any issues with incomplete payments.