Audience: All users in Logicbroker.
In this article, you will find information related to the Orders Page. The sections within this article are outlined below:
At a Glance
The Orders page provides users with a view of all their orders along with related documents.
This value is only used in our portal and not sent out to external systems. Click on the up or down arrow to display results from newest to oldest.
This value is used in both our portal and external systems. Search by this value if you want to see all documents relating to a specific PO.
See more about document statuses Click on a status to pull up all documents with that same status.
This column will only show data on order documents.
This field is helpful when needing to know what system or integration method a partner is using. Some examples of systems include Shopify, Workflow, EDI, Portal, etc.
Add rows or move from page to page. All filters and columns will stick when moving from page to page
There are a few display options available to users that will allow you to show/hide columns and filter results. These are useful when looking for specific document types, statuses, date ranges and overall visibility. Display options can be found in the top right corner of the Orders page shown below.
The Orders page provides users with a variety of actions that can be taken on documents and on the page itself. These options are visible in the top left hand of the Orders page and on order documents only, by clicking on the Actions button.
Please note: This article will only go over the actions shown above, to see more info on bulk actions or actions available when selecting documents from the Orders page, see our Bulk Actions article and document-specific articles found within the Order Management category in the Knowledge Base.
This feature is helpful when an action has been taken on an order within Logicbroker or using an outside system and you would like to see that it has moved to the correct status.
Once you click on this button, you will see all documents displayed from newest to oldest, the document Type column appear and the a few of the Actions buttons disappear since these can only be performed on order.
Sales orders are used to create purchase orders that are sent out to suppliers. To undo this, click the Show Sales Orders button
This button is only present on orders. Clicking one of these action items will direct you to a draft document page to create the pertaining acknowledgment, shipment, invoice or return.