Orders
The Orders module allows you to create and manage orders.
When you first open the module, you’ll see a summary of all orders in the system (in the All orders tab) and their current status.
Use the Quick search at the top of the screen to search through your orders (or customers), or use the tabs to change the view between All orders, New, In progress, On hold, Targeted today, Running late, and Archived orders.
Customise your view
Click a column title to sort the data. Click again to reverse the order, or use the column’s drop-down menu to choose ascending (⇧) or descending (⇩).
To show or hide columns, hover over a column title, open the drop-down menu, and select Columns.
Tick a box to display a column and untick it to hide it. Columns can be resized by dragging the column border, or by double-clicking it to automatically fit the content.
Use the navigation controls at the bottom of the page to move between pages.
Double arrows jump to the first or last page, while single arrows move one page at a time.
Use Refresh to update the data, Reset view to restore the default layout, and Clear filters to remove any applied filters.
Tutorials
FAQs
- How do I deal with "On Hold" orders?
- How do I deal with "Running Late" orders?
- How do I switch a delivery from one driver to another?
- How quickly does the information sync with the PDM Web app for the branch/hub to see?
