Sales Overview (New)
The Sales Orders page is the central hub of your fulfillment workflow. From this screen, you can organize orders, process them in bulk, and generate all required warehouse and shipping documents—without opening individual orders.
This guide covers:
Organizing orders with tabs
Processing orders using bulk actions
Printing shipping and warehouse documents
Efficiency best practices
1. Organizing Your Workflow with Tabs
Tabs allow you to filter your orders so you can focus on what needs your attention right now. By default, we provide several standard views, but you can create your own to match your specific warehouse process.
Default Tabs
All: Every order in the system (this tab cannot be edited).
Open: Active orders that have not yet been fully fulfilled.
Not Invoiced: Orders that are ready for billing.
Orders to Pack: Your "To-Do" list for the warehouse team.
Orders to Ship: Orders sitting at the shipping station ready for a label.
Late Orders: Any order that has passed its "Ship By" date.
Customizing Your View
Aside from the All tab, you can edit, rename, or delete any tab.
To create a new tab: Click the + icon next to the existing tabs.
To filter: Use the Filter icon (three lines) on the right to drill down by Customer, Date, or Status, then save that view as a new tab.
💡 Suggested Custom Tab: Try creating a "Backordered" tab to instantly see orders that are waiting on stock arrivals.
2. Using Bulk Actions for Speed
Stop clicking into every individual order. You can process dozens of orders at once using the Bulk Actions menu.
Simply select the orders using the checkboxes on the left, then click Bulk Actions to:
Confirm/Unconfirm: Move orders into the processing stage or revert them to draft.
Change Warehouse: If you have multiple locations, move selected orders to a different facility in one click.
Add/Remove Tags: Categorize orders (e.g., "VIP," "Fragile," or "Amazon") for easier sorting.
Fulfillment (Pack/Fulfill): Mass-update orders to "Packed" or "Fulfilled" status once the physical work is done.
3. Printing Documents & Pick Tickets
Need paper for the warehouse floor? The Print menu allows you to generate PDFs for all selected orders simultaneously.
Sales Orders & Packing Lists
Choose between your Primary or Secondary templates.
Primary: Your standard customer-facing document.
Secondary: Often used for "Gift Receipts" or internal-only records.
Pick Tickets
Individual Pick Tickets: Generates one PDF page per order. Best for small teams.
Combined Pick Tickets: Merges all selected orders into a single PDF.
Pro-Tip: Use this for "Wave Picking" to see every item you need to pull from the shelves in one go, rather than walking back and forth for each order.
4. Pro-Tips for Efficiency
Search Bar: Use the search icon to quickly find an order by Order # or Customer Name.
Status Progress Bar: Glance at the "Progress" column to see exactly where an order sits (Invoiced, Paid, Picked, Packed, or Shipped) without opening it.
Exporting: Use the Export button to download your current view into a CSV for custom reporting or accounting.
Next Steps
Create custom tabs aligned to your fulfillment stages
Use bulk actions daily to reduce manual clicks
Leverage combined pick tickets for faster warehouse movement