Skip to main content

Open in TWICE Admin

orders
Put the views your team has saved on your own Orders tab row. A view a colleague shares starts hidden for everyone else, so a new user sees only All until they tick the views they want. Tables explains the tab row and its panel.

Prerequisites

Required permissions: orders:order in view to open Orders. All four system roles hold it, and showing, hiding and ordering tabs needs nothing more. See Users & Roles.
Have ready before you start:

The walkthrough

1

Open Orders

Select Orders in the left sidebar. The tab row above the table shows All and any views you saved yourself. Views your colleagues shared are not on it yet.
Orders open with only the All tab on the tab row, the Orders link and the All tab highlighted
2

Open the views panel

Click the three-dot button at the right end of the tab row, whose tooltip reads Show and reorder views. The panel that opens lists every tab with a checkbox, between Search views at the top and Show all and Hide all at the bottom. A shared view carries a share icon.
The views panel open under the three-dot button, with the button and the panel highlighted
3

Tick the views to show

Select the checkbox next to each view you want on your row. The view appears as a tab right away, with the number of orders it holds beside its name. Use Search views to find a view by name in a long list.
Three shared views ticked in the panel and their tabs, with counts, added to the tab row
4

Hide All, if you do not use it

Remove the unfiltered tab from your row by clearing the checkbox next to All. If you were on All, the table moves to the first tab still showing. The row always keeps one tab, so the last ticked checkbox will not clear.
The All view unticked in the panel, the tab row now starting with a shared view
5

Put the tabs in order

Move a tab along the row by dragging the grip to the left of its name up or down the list. Leave Search views empty while you do, because dragging is off while it has text in it.
The views panel with the drag grip of one view highlighted
6

Close the panel and read the counts

Click anywhere outside the panel to close it. Each view’s tab shows how many orders match its filters, and 999+ from a thousand up. All carries no number. Click a tab to open that view.
The panel closed and the tab row in its new order, each view with its order count

How do I know it worked?

  • The views you ticked are tabs on the Orders tab row, in the order you dragged them into.
  • Each view’s tab shows a count of the orders it holds.
  • All is gone from the row, if you unticked it.
  • The row looks the same the next time you open Orders in this browser.

Troubleshooting / common pitfalls

The panel lists your own views and the views shared with the team. A view its creator has not shared is visible only to them. Ask them to choose Share with team in the view’s menu. See Tables.
Your ticks and your order are kept in the browser you set them in. Another browser or device starts from the default row, with shared views hidden. Open Orders there and tick them again. See Tables.
Showing, hiding and ordering tabs changes only your own row. Ask each colleague to tick the shared views on their own row. See Tables.

Tables

The tab row, saved views and sharing, control by control.

Work the day's pickups and returns

Build and save the views your counter works from.

Orders overview

Every column and layout the Orders table offers.