Skip to main content
All CollectionsOrdering & SchedulesViewing OrdersCustom Tabs
Managing orders and customers with list pages
Managing orders and customers with list pages
Updated over 2 years ago

Log into Ordermentum at app.ordermentum.com

Manage tabs via the "Manage" Button

mceclip0.png

When managing tabs you can:

  1. Edit the All Tab... You can change columns on the All Tab. You cannot rename, filter or delete (the All tab).

  2. Create new tabs... You can set filters on tabs so that you can easily view (for example) All of Tomorrow's Deliveries. If you want some help settings these up feel free to email us support@ordermentum.com

  3. Quick Filters... We have made a couple of changes to the quick filters (below the manage button) including filtering by any of your "Custom Properties" and contextual date search (see hot tip below).

    When using Quick Filters you can temporarily filter your data by any of the following:

  • Creation Date

  • Updated Date

  • Paid Date

  • Delivery Date

  • In Terms

  • Out of Terms

  • Paid Cancelled

  • Payment Method

  • Property (custom properties you have set up)

NOTE: You can add multiple layers of filters to get better results. EG Creation date is less than 1 Month ago and Cancelled = False

Hot Tip for Quick Filters:

  • Try our contextual date search filter by selecting a date fiter e.g. "Delivery Date" then entering "Last Week", "This Week" or "Last Month"

Did this answer your question?