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orders
Save today’s pickups as a view on the Orders table, so the list opens from its own tab every morning. The filter compares against the current day each time the view opens, so it never needs editing. Tables explains filters and saved views.

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Prerequisites

Required permissions: View orders (orders:order in view) to open Orders. All four system roles hold it, and saving a view of your own needs nothing more. See Users & Roles.
Have ready before you start:
  • A name for the view, such as Today’s pickups.
  • The columns your counter reads, so staff see what to fetch without opening each order.

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The walkthrough

1

Open Orders on the All tab

Select Orders in the left sidebar and click the All tab above the table. If filters show under the search box, click Reset at the right end of their row. With more than one location, check the location selector in the top-left corner first: the table lists only that location’s orders.
The Orders table with no filters, with Orders in the left sidebar and the All tab highlighted
2

Filter on Start date

Click the funnel button to the right of the search box, whose tooltip reads Filter. A list of columns opens. Choose Start date, and a Start date filter appears under the search box with its panel open. For a view of today’s returns, choose End date instead.
The list of columns open under the Filter funnel button, with the button and Start date highlighted
3

Choose is today

Open the operator list in the panel, which reads is, and choose is today. No date picker shows, because the operator is the whole filter. Click outside the panel to close it. The filter reads Start date: is today, and the table lists the orders that start today.
The Start date filter's panel with its operator list open, and the is operator and is today highlighted
4

Hide every column

Click the button to the right of the filter buttons that counts the visible columns, such as 22/22. Its tooltip reads Columns. In the panel that opens, click Hide all at the bottom. Every checkbox in the panel’s list clears.
The columns panel open on the filtered table, with the column count button and Hide all highlighted
5

Tick the columns your counter reads

Select the checkboxes next to Reference, Main contact, Start date, Fulfillment state, Payment and Listings. Each column returns to the table as you tick it. For a view of returns, tick End date in place of Start date. Click outside the panel to close it.
The columns panel with six ticked columns highlighted: Reference, Main contact, Start date, Fulfillment state, Payment and Listings
6

Save the table as a view

Click the plus button at the end of the tab row. A new tab opens with a placeholder name, such as View 4, and the number of orders it holds beside the name. It keeps your filter and your columns.
The new view's tab selected, with the plus button at the end of the tab row and the new tab with its count highlighted
7

Open Rename

Click the arrow next to the new tab’s name. A menu of view actions opens. Choose Rename, and the Rename view dialog opens.
The new view's menu open under its tab, with the arrow beside the tab name and Rename highlighted
8

Name the view

Enter a name in View name, such as Today’s pickups, and click Save. The dialog closes and the tab shows the new name.
The Rename view dialog with a name entered, and the View name field and the Save button highlighted

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How do I know it worked?

  • The new tab carries your name, such as Today’s pickups, with a count of its orders beside it.
  • The tab lists the orders that start today, and tomorrow it lists tomorrow’s without any edit.
  • Only the columns you ticked show when you open the tab.

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Troubleshooting / common pitfalls

The filter holds a date you picked, not is today. Open the filter, choose is today, then choose Save in the view’s menu. See Tables.
The All tab is hidden on your row. Click the three-dot button at the right end of the tab row and tick All. See Show saved views.
A view you save is yours alone until you choose Share with team in its menu, which needs the Manager role or higher. Each colleague then ticks it on their own row. See Tables.

Tables

Filters, saved views and sharing, control by control.

Planning the day

Every walkthrough for working the day from the Orders table.

Find overdue orders

Save a view of the orders past their end date.

Use the order calendar

See when the day’s pickups and returns fall.

Show saved views

Put the views your team has shared on your own tab row.