Skip to main content

Track Your Orders

See where every order stands and drill into the details when you need them.

Video coming soon

This videos is in the works.

What you'll learn​

  • Searching, filtering, and sorting your orders
  • Reading order status and ETA
  • Opening full order details (ordered, back-ordered, shipped, invoiced)

Before you start​

  • Open Orders from the main menu. The Orders tab opens by default, alongside the Shipments and Invoices tabs.

Steps​

  1. In the search box, type an order number (Type order number...) to find a specific order.
  2. To narrow the list, click Filter and select My orders to show only the orders you placed.
  3. To change the order of the list, click the sort menu and choose By most recent or By status.
  4. Read each order card: the SO number and date, the PO number, the ETA date range, the status, and the Total.
  5. Click View full order to open the order details.
  6. In the details, review Sold to, Ship to, Payment terms, Purchase order, and Comment, plus the summary totals (Subtotal, Shipping, Promotions, Taxes, Total).
  7. On the Details tab, check each item's Ordered, Back ordered, Shipped, and Invoiced quantities. Click a Shipped or Invoiced figure to jump to the matching Shipments or Invoices tab.
  8. To export or download documents, open the Advanced menu and choose Export items, Download invoices, or Download shipments.

Good to know​

  • Order status can be Pending, Processing, Cancelled, or Closed.
  • A cancelled order shows an on-hold notice asking you to contact us; if an order may have discrepancies, a warning with a contact link appears.
  • Orders placed by a team member show by and the employee's name.
  • Use Export all in the Advanced menu on the list to export every order at once.
  • The download icon on an order card or the Download file button in the details appears only when a document is available.