Viewing your sales orders

This page shows you how to follow your Sales orders: the stage cards at the top of the list, the columns, the preview panel, and every part of an order's own page. It is for any client user with the View orders & shipments switch, or with Place outbound orders, which includes it.

How to get there

Sales > Sales orders or Sales > Closed Sales orders.

Open list and closed list

Page	What it shows
Sales orders	Every order that is not Closed: drafts, orders the warehouse is working on, and orders already shipped but not yet closed. It has the stage cards. If you can place orders, it also has the New order button.
Closed Sales orders	Only orders whose state is Closed. The line under the heading reads Sales orders that have been closed. There are no stage cards and no New order button. The list has one more column, Closed, with the day the order was closed.

An order stays on Sales orders after it ships. It moves to Closed Sales orders only when the warehouse closes it. Both lists show only your own company's orders.

The Sales orders list.

The top of the page

• The heading Sales orders. Under it, a short line with two live counts, for example "317 open · 14 late": how many orders have not shipped yet and how many of them are late. While the counts are loading, the line reads Track your outbound orders and their shipment status. Click a row for details.
• Refresh reads the counts and the list again. Use it to see the latest state without leaving the page.
• New order opens a new order. It is there only if you have the Place outbound orders switch. See Placing a new order.

The stage cards

Six cards sit above the list, in the order an order moves through them. Each card shows a count and a short caption. When the page opens, no card is selected and the list shows every order that is not closed, including orders that have shipped but are not closed yet. Click a card to show only the orders it counts; the card gets a blue border. Click the same card again to show every open order again.

The stage cards.

Card	Caption	Which orders it counts
All open	Every order not shipped yet	Every order that has not shipped yet, whatever its state.
Late	Past their required date, or Nothing late when there are none	Orders that have not shipped and whose Required date is before today. The count turns red while it is above 0.
Waiting for stock	Waiting for stock to be reserved	Orders in the states Unallocated, Pending Production, Pending Packsize Breakdown and Held Short. The count turns amber while it is above 0.
In progress	Being prepared on the floor	Orders in the states Ready To Pick, Waved, Being Picked, Pending Letdown and Pending Qc.
Ready to ship	Picked and ready to leave	Orders in the states Rating, Pending Ship Count and Pending Driver Signature.
Shipped today	None yet today, or Usually {0} on this weekday once something has shipped	Orders whose shipped date is today. It can include an order that is already closed. The count turns green while it is above 0, and a small line shows the shipments of the last seven days.

"Today" is your own calendar day, as your computer's clock sets it. An order in Draft, Suspended or Qc Hold is counted only in All open.

The columns

The list shows these eight columns, in this order.

Column	What it shows
State	Where the order is now, as a coloured label. See Order statuses.
Order number	The order number, as a link that opens the order's page. Under it, your purchase order number as PO {0}, or else your reference as Ref {0}, when the order has one.
Customer	The customer's name, with a small badge of its initials. Point at it to see the customer code.
Required	The required date. Under it, how far away it is: today, tomorrow or in {0} days. When the date has passed and the order has not shipped, the date turns red with {0} days late (or 1 day late).
Shipping	The shipping method, for example Small Parcel or Truck Load. Under it, the carrier and the service, or else the route number.
Progress	Two rings. The outer ring is how much of the order the warehouse has reserved from stock (allocated). The inner ring is how much it has picked. The line under the list says so: Rings: outer = allocated, inner = picked. A full ring is 100%.
Lines · qty	The number of lines and the total quantity ordered, for example "4 · 1,250".
City	The city the order ships to.

More columns are one click away in Columns: Warehouse (code and name, for example "1001 · Main warehouse"), Lines, Qty, Carrier, Service, Ship to, Shipped (the shipped date) and Created. Dates look like "Sep 24, 2026". The portal remembers your columns, their widths and your sort, separately for each list.

Newest first

Each list opens with the newest orders at the top. To sort another way, click a column heading. Click it again to reverse the order.

Search, filter and export

• Search...: type in the box above the list. It looks in every text column.
• Filters: shows a filter box under each column heading. The State and Shipping columns also have a list of tick boxes, so you can pick only the values you want. On the open list, a filter never adds closed orders.
• Clear filters: appears while a search or filter is active. Click it to see everything again.
• Columns: choose which columns to show.
• Export: downloads an Excel file of the rows that match your search and your filters, with the columns that are showing.

See Searching, filtering and exporting lists for the pager and more.

The preview panel

Click a row anywhere except the order number. A preview panel opens on the right of the list, so you can check an order without leaving the list. Click the same row again, or the X at the top of the panel (Close the preview), to close it. Click another row to preview that one instead.

The preview panel.

The panel shows, from top to bottom:

• The order number, and under it the customer, the warehouse and the required date.
• The state and a Next: line that says, in plain words, what happens next (see the table below).
• The six steps an order goes through, Released, Allocated, Waved, Picked, Checked and Shipped, each with its date once it is done.
• Lines ({0}): the number of lines, and the first five lines with SKU, description and quantity.
• Ship to: the name and city the order ships to.
• Open sales order, which opens the order's page.

What the Next: line says

State	Next:
Draft	The warehouse will release it to the floor.
Unallocated	The warehouse will reserve the stock for it.
Held Short	Not enough stock for every line. Send more stock or change the order.
Pending Letdown, Pending Production, Pending Packsize Breakdown	The warehouse is preparing the stock.
Ready To Pick, Waved	Waiting to be picked.
Being Picked	Being picked at the warehouse.
Pending Qc	Being checked before it ships.
Qc Hold, Suspended	On hold at the warehouse. Contact your warehouse provider.
Rating, Pending Ship Count, Pending Driver Signature	Being loaded for shipment.
Shipped	On its way.
Pending Delivery Count, Pending Delivery Signature	Waiting for the delivery to be confirmed.
Closed	Nothing: it is finished.

The order page

To open an order's page, click its number in the list, or click Open sales order in the preview panel. The page shows everything as plain text: nothing on it can be typed into.

The page of a shipped order.

The heading and the buttons

The heading reads Sales order: followed by the order number, with the line What is going out, and to whom under it. On the right:

Button	What it does
Back to Sales orders	Goes back to Sales orders, or to Closed Sales orders when the order is closed.
Edit order	Opens the order in the editor. It is there only if you have Place outbound orders and the order can still be changed. See Changing an order.
Packing slip	Opens the order's packing slip as a PDF in a new browser tab. It is there once the order has been picked: in the states Rating, Pending Ship Count, Pending Driver Signature, Shipped, Pending Delivery Count, Pending Delivery Signature and Closed.
Refresh	Reads the order again.

If you can only view orders, a blue note under the heading says You have view-only access to this section. Contact your warehouse provider if you need to make changes. and there is no Edit order button.

An order page for a user who can only view orders.

The status band and the steps

The dark band at the top shows the order number with small labels for the customer, the warehouse, the required date and the shipping method. On the right are the allocated and picked rings, the state and the Next: line, worded as in the table above. Some orders also show a warning in the band:

• {0} days past the required date (or 1 day past the required date), while a late order has not shipped.
• Held short: not enough stock to allocate every line, for an order in Held Short.
• Suspended: nothing moves until it is unsuspended, for a suspended order.

Under the band, the six steps (Released, Allocated, Waved, Picked, Checked, Shipped) are ticked as the order passes them, each with its date.

When an order ships, the stock reserved for it leaves the warehouse, so the allocated figure is shown as at least the picked figure: a shipped order reads 100% allocated and 100% picked.

The cards

Card	What it shows
Header	State (the coloured label), Allocated and Picked (as percentages), Order number, Customer (code and name), Warehouse, PO number, Reference, Picking instructions and Comments. Back order of appears when the order is a back order of another one, and Reference 1 to Reference 3 appear when they have a value.
Shipping	Required date, Cancel date, Must Arrive date, Freight terms, PRO number, Shipping method, Ship via, Carrier, Service and Appointment. For a delivery in the warehouse's own trucks, Driver, Vehicle and Seal appear once the warehouse records them.
Ship from	Where the goods leave from: Name, Address, City, Country and, when there is one, Phone.
Ship to	Who receives the goods and where: Name, Address, City and Country, plus Attn to, Phone, Email, Route number and Container when the order has them.
Bill To	Folded. Click Bill To to see who is billed. It appears only when the order has a bill-to address.
Progress	The date and time of each step: Released to floor, Allocated, Waved, Picking started, Picking completed and Shipped, for example "Aug 29, 2026 · 4:54 pm", and Cartons, the number of cartons.
Documents	Once the order has been picked: Packing slip (PDF), the same PDF as the Packing slip button.

A field with no value shows a dash.

The lines

Under Lines, a line such as "4 lines · 25 units" counts every line of the order. Type in Search... to find a line by SKU or description. The table shows 25 lines at a time; use Previous and Next to move between pages.

Column	What it shows
Line	The line number.
Image	A small picture of the product, when it has one.
Product	The SKU, as a link to the product's page.
Description	The product description.
Ordered	The quantity you asked for.
Allocated	The quantity the warehouse has reserved from stock for this line.
Picked	The quantity picked from the shelves.
Shipped	The quantity that left in the cartons (see below).
UoM	The unit of measure. A product with no unit shows "Ea".
Lot	The lot the line asks for, or a dash when any lot will do.

The Shipped figure is added up from the cartons the order left in. Under every line that shipped, a shaded strip shows each carton, for example Shipped 12 in carton 72240131003338032, followed by the lot, the serial number and the expiry date that carton carried, when there are any.

The tabs under the lines

Each tab appears only when it has something to show.

• Cartons: one row per carton, with Carton, Lines, Units, Carrier, Service, Tracking number and Bill of lading.
• Drop ship: the retail details of the order, such as Department name, Vendor name, Mark for store name, Store number and Customer reference number, when the order has them.
• Pick info: the extra pick fields your warehouse uses, under the names your warehouse gave them.

The page never shows prices, costs, warehouse notes, bin locations or who in the warehouse worked on the order.

Messages you may see

Message	What it means
Order not found.	The order does not exist, or it is not one of your company's orders. Click Back to orders.
You have view-only access to this section. Contact your warehouse provider if you need to make changes.	You can read orders but not place or change them.
This order is already being processed and can no longer be edited.	You tried to edit an order that the warehouse is already working on, so its page opened instead. See Changing an order.
This order was sent automatically by an integration, so it can only be changed in the system that sent it.	The order came from your company's own system through an integration. Change it there.
You don't have access to this section.	Your user does not have the View orders & shipments switch. Ask your warehouse.

Related pages

• Order statuses
• Placing a new order
• Changing an order