Overview
Tabs let you organise your Orders view by creating custom filtered lists. You can filter orders by date, status, payment method, and more, then choose exactly which columns of information appear. This is useful if you regularly need to check specific groups of orders, such as overdue payments or orders created in the last month.
Before you begin
You'll need access to the Orders section in the left hand menu of your Ordermentum supplier dashboard.
Creating a new order tab
Step 1: Open the tab creation panel
In the Orders section of the left-hand menu, click "manage" on the right-hand side of the screen and click the "+" button.
Step 2: Name your tab and add filters
In the filter section, enter a Tab Name (for example, "Overdue Payments" or "This Month's Orders").
Choose from the following filter options:
Creation Date
Updated Date
Paid Date
Delivery Date
In Terms
Out of Terms
Paid Cancelled
Payment Method
Property
You can add multiple filter layers to narrow down your results. For example, to see only recent, active orders, set:
Creation Date is less than 1 month ago
Paid Cancelled = False
Step 3: Choose your columns
In the columns section, select which columns you want displayed in the tab. Choose columns that show the information most relevant to your tab's purpose. For example, an "Overdue Payments" tab might include Payment Method and Paid Date columns.
Step 4: Create the tab
Once you're happy with your filters and columns, select Create Tab.
Common tab examples
Here are some useful tab setups to get you started:
Tomorrow's Deliveries — set Delivery Date to tomorrow to see only orders due the next day
Active Orders — set Paid Cancelled to False to filter out cancelled orders from your view
Overdue Payments — set Out of Terms to True to quickly identify orders past their payment due date
Recent Orders — set Creation Date to less than 1 month ago to focus on the most recent activity
Tip: When filtering by a date, also add Paid Cancelled = False to prevent cancelled orders from appearing in the same view. Without this combination, tabs can surface orders across different states together, making results harder to read.
Follow the same steps to edit the filters on your existing tab.
Share tabs with a new team member
Tabs you create are visible only to you by default. You can share them with new users who will join your team, so they will have the same views set up. See the Share Tabs with Other Users article for step-by-step instructions.
Troubleshooting
My tab isn't showing the orders I expect
Check that your filter layers aren't conflicting. For example, combining "Creation Date less than 1 month ago" with "Paid Cancelled = True" will only show cancelled orders, which may not be what you intended.
FAQs
Can I create more than one custom tab?
Yes, you can create as many tabs as you need, each with its own filters and columns.
Can I filter by more than one condition at a time?
Yes, you can add multiple layers of filters to a single tab for more precise results.
Will editing a tab affect my other tabs?
No, editing a tab's filters or columns only affects that specific tab.
Can I change the columns after the tab is created?
Yes, select the manage next to the tab to edit its columns at any time.
Can other people on my team see my tabs?
No, tabs are private to you by default. You'll need to share a tab for teammates to see it — see the Share Tabs with other Users article for instructions. Keep in mind that this won't work on existing users; only newly created user accounts that will join your team can inherit your customised tab.
Need More Help?
If you're having issues setting up or managing your order tabs:
Use the Help chat in the bottom-right corner of Ordermentum
Or email support@ordermentum.com