Managing Orders
View, filter, and manage all your orders in one place.
Finding Orders
Views Available
Switch between views using the toggle buttons:
Visual cards for each order
Table format for quick scanning
Swipeable cards (mobile only)
Filtering Orders
Click the filter icon to narrow down orders:
Order Statuses
Orders move through these statuses:
| Status | Meaning |
|---|---|
| Quote | Price estimate, not confirmed |
| Pending | Order received, awaiting processing |
| Awaiting Harvest | Waiting for products to be harvested |
| Harvested | Products harvested and ready |
| Ready for Pick Up | Available for customer pickup |
| In Transit | Out for delivery |
| Delivered | Successfully delivered |
| Completed | Order fully completed |
| On Hold | Temporarily paused |
| Cancelled | Order cancelled |
Changing Order Status
Click the status badge on any order
Select the new status from the dropdown
Status updates immediately
Order Actions
Click on an order to view details. From there you can:
Modify products, customer info, or fulfillment details
Remove the order (also deletes related invoice)
Create a copy for a repeat order
Generate an invoice from this order
See history of all status changes
Bulk Actions
In Spreadsheet View, you can perform actions on multiple orders at once:
Check the boxes next to multiple orders
Use the bulk action menu to:
- - Update status for all selected
- - Export selected orders
- - Delete selected orders
Assign drivers to your delivery orders
Learn how to use the trucking board to assign drivers, manage schedules, and track deliveries.
Trucking & Delivery