Help Center Home>Navigating different views

Navigating different views

  • To see a snapshot of all New, In Process, and Completed orders, go to the Orders tab. You can toggle between a list view and Kanban view.
  • Within the List view, you can organize by order number, order date, ship by date, order status, or order total by clicking the respective column name (click a second time to switch between ascending/descending order). 
  • The Calendar will show all orders by ship by date on your dashboard, as well as on the dedicated Calendar tab.

*You can also hide all orders in certain process step(s) in Kanban view by clicking the eye icon next to the status group(s) you wish to hide. To unhide the orders, click the eye icon again.

Need more help?

Reach out to us directly and we will help!

Shoot us an email