Open orders

On this page

• Overview
• Weather forecast 
• New order
• Order filters

Overview

Open orders are all order that are unconfirmed, unpaid, or not yet fulfilled.

Orders

Click on any order line for view details, edit, or cancel the order.

The overview table includes the following information.

• Date: date order was created
• Order number
• Notes: special instructions, club notes, or club member
• Via: hover over the icon to see the shipping method
• State: ship to state
• Bill To | Ship To: the name of the purchaser and the receiver
• Items: all items from the order
• Progress: where the order is within the process from purchase to delivery, hover over the icon for more information or refer to the table below
• Order total 

Weather forecast

Click "Weather Forecast" to view a map of the current weather across the US.

New order

1. Click the "+ New Order" button in the top right corner of the "Open Orders" page. This will open a modal.
   
2. Click here for more information on the "New Order" fields.
   

Order filters

Use the filters to locate a specific order(s).

1. Select one or multiple filters.
2. As filters are added, the list will automatically update.
3. To reset the filters, click the reset icon at the top of the order filter box.

Filter options

• Order type: Retail, Reservations (rez), Club, Wholesale (whls)

• Confirmation status: Any status, Confirmed, Unconfirmed
• Payment status:
  • Zero-balance: order paid in full
  • Non zero-balance: order not paid in full, includes orders with or without credit card issues
  • Non zero-balance/no cc issue: order not paid in full without credit card issues
  • Declined
• Destination: filter by state order is shipped to
• Ship method: taken, pick up, delivered, or other shipping method
• Shipping status: where the order is within the shipping process
• Compliance status: any, compliant, not tested, compliance issues
• Name: customer name
• Item: name of item purchased

Related topics

Bulk processing 

Find orders