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View and Manage Orders

A. Understanding Order Statuses and Tracking

Every order in the Sales Rep App progresses through a series of statuses that indicate its current stage in the workflow. Knowing what each status means helps you track orders and take the right action at the right time.

Order Status

 
 

Status

Meaning

Draft

The order is saved but not yet submitted. Can be edited freely.

Confirmed

The order has been submitted and acknowledged. Synced to your ERP.

Pending

Awaiting fulfillment or payment processing.

Shipped

Products have been dispatched. Tracking information may be available.
 

Fulfillment Status

 
 

Status

Meaning

Fulfilled

All items in the order have been dispatched.

Unfulfilled

Items are yet to be dispatched.
 

Payment Status

 
 

Status

Meaning

Pending

Payment has not yet been collected for this order.

Completed

Payment has been successfully received.

Failed

Error during processing
 

Order Tags

Order tags are optional labels you can use to organize and track orders at a broader level. Unlike system-set order statuses, tags can be applied manually to group orders in a way that makes sense for your team.

 
 

Tag

Meaning

Open

Order is active and in progress. Typically covers orders in Confirmed or Pending status.

Pending

Awaiting some action — this could relate to approval, payment, or fulfillment.

Closed

Order is complete or resolved. Typically covers Shipped, Delivered, or Cancelled orders.
 

B. Viewing Orders

Understanding the Order confirmation page

Click any confirmed order in the Orders tab to open its detail page. This gives you a complete picture of the order in one place.

manage order 1 

On the order details page, you'll find:

  1. Print and Download icons: Print or download the order as a PDF or an Excel file.

  2. View Linked Quote: Opens the original quote this order was created from, if applicable.

  3. Order Tracking Bar: Shows three statuses at a glance: Payment Status (Payment Pending), Fulfillment Status (Unfulfilled), and Order Tag (Open). The Order Tag has a dropdown to update it

  4. Customer Details: Shows the customer name, contact information, billing address, and shipping address side by side.

  5. Pricelist: Displays which pricelist was applied to this order.

  6. Products: A line item breakdown of all products in the order, showing SKU, product name, image, price, quantity, and line total.

  7. Order Total: Displays the cart total, the final order total, and the amount pending payment.

  8. Order Details: Displays the PO number associated with the order.

  9. Shipping Method: Shows the shipping carrier selected for this order.

  10. Three-dot menu: Additional actions such as editing, cancelling, or repeating the order.

    manage order 2 

    1. Send Email: Send a copy of the order to the customer or any other recipient via email.

    2. Add Credits: Apply customer credits toward this order.

    3. Authorize Card: Authorize a credit card for payment without collecting payment immediately.

    4. Cancel: Cancel the order. For confirmed orders, this is only available if your admin has granted you permission.

    5. Copy Cart: Create a duplicate of this order's cart with the same products and quantities.

    6. Repeat Order: Create a new order pre-filled with the same products, pricing, and customer details from this order.

    7. Edit Order: Open the order for editing. Available for draft orders freely, and for confirmed orders only if your admin has enabled this permission.

  11. Collect Payment: Takes you directly to the payment collection flow for this order.

Viewing Order History

The Orders tab contains all orders created using the Sales Rep App (WizOrder), available in both the mobile app and the web portal, with slight differences in layout and available columns.

The mobile app shows: Type, Reference ID, Status, Customer, Value, Created On, and Updated On.

 

The web portal shows: Reference ID, Status, Customer ID, Value, Created By, PO Number, Order Value, Created On, and Updated On.

 

Sales reps can see their own orders or orders across the company, depending on the access settings configured by their admin.

C. Filter, Sort, and Save Your Orders View

You can filter and sort orders to narrow your view. On the WizOrder web portal, you can also save your filter selections as a custom view for reuse.

  1. Filters: The available filters are based on the columns in the Orders table. Since the mobile app and web portal of the Sales Rep App (WizOrder) use different column layouts, the available filters differ accordingly.

    1. Filters Available on the mobilemanage order 3manage order 4

    2. Filters available on the web portalmanage order 5manage order 6

  2. Sort By: Sorting is available as a dedicated button in the mobile app. On the web portal, you can sort by clicking the arrows in any column header.

    1. Sorting on the mobile appmanage order 7

    2. Sorting on the web portal

D. Save Your Default View

On the Sales Rep App web portal, you can create and save custom views using filters. You can switch between your saved views and the default Orders view to quickly find what you need.

Creating a Custom View in the Orders Tab

Here's how to set one up. In this example, we'll create a custom view that shows only confirmed orders. In this example, we'll create a custom view that shows only confirmed orders.

  1. Click the + icon and name your view Confirmed Orders.manage order 12 

     

  2. Click the filter icon, select Add Filters, then choose Status.

     

  3. Clear all status options except Confirmed, then click Apply.  manage order 13

     

  4. Click Save to save your view.manage order 14

     
     

Tip: You can also delete, duplicate, edit, rename, or set a custom view as your default from the dropdown menu in the view header. 

E. Editing and Cancelling Orders

The ability to edit or cancel an order depends on its current status. Draft and pending orders offer full flexibility, while confirmed orders are more restricted to maintain ERP accuracy.

  • Editing Orders:

For draft and pending orders, you can freely adjust quantities, add or remove products, modify discounts, and update pricing and notes. Once an order is confirmed, editing is restricted to maintain data integrity with the ERP.

As a best practice, make all adjustments while the order is still in draft or quote stage; once confirmed, treat the order as locked.

  • Editing a draft order: The editing process follows the same steps as the filling Order Details step in creating an order. You'll land on the same order details page, where you can update any of the following:manage order 16

     

    • Editing Order tag: Let’s change the order tag from Open to Closedmanage order 19manage order 18

    • Editing cartmanage order 19

       

      • Adding new productsmanage order 20

        • from PDPmanage order 21 

        • Using a barcode Scanner or your mobile camera.manage order 23

      • Editing Quantity of current products: Click on + icon to adjust qunatitymanage order 24

      • Editing product price: Click on the three dots beside each product to change the pricing at productmanage order 26manage order 27 

      • Offer discount: Click on the three dots to offer a percentage value or a dollar value discount. manage order 28manage order 29

      • Adding a note to a product: Click Add note on any product to attach a comment or instruction specific to that line item.manage order 30

      • Add a custom product: There are multiple ways to add a custom product to your order. Follow the screenshots below to locate each option.manage order 33manage order 34

      • Editing Customer details: Update existing customer information or add a new customer record.manage order 35

      • Click the edit icon to update the existing customer information.

      • Click Add Contact to add a new customer record. By default, this information is saved to the customer profile. To add it for this order only, uncheck Save changes to customer profilemanage order 36


      • Editing billing address: Edit the existing billing address or add a new address.manage order 37
      • Editing shipping address: Edit the existing shipping address or add a new address.manage order 38
      • Editing Order details (PO number):manage order 39
      • Editing Shipping Method:manage order 40
      • Editing a note: Leave a note for the entire order, either to share with the customer or to keep for your own reference.manage order 41manage order 42
      • Edit Cart-level Pricing: Adjust discounts, shipping charges, taxes, and any additional taxes applied to the order.
        manage order 43

Once done, you can Submit Order and your order will be updated with all new details.

  • Editing a confirmed order:

    If your admin has enabled editing for confirmed orders, you can make the same changes as on a draft order: adjust quantities, add or remove products, modify discounts, pricing, and notes. 

    However, this is not recommended, as changes may affect data integrity with your ERP, such as QuickBooks, NetSuite, Sage, Business Central, or Epicor."

  • Cancelling Orders: Draft orders can be deleted from the Orders tab before submission. Confirmed orders, however, cannot be cancelled directly (unless your admin has granted you permission) because they have already been synced with the ERP. To cancel a confirmed order, coordinate with your back-office team.

    • Cancelling a Draft order: Open the draft order, click the three-dot menu at the bottom, and select Cancel.manage order 44

    • Cancelling a Confirmed order: Cancelling a confirmed order is not recommended, as it may affect data integrity with your ERP. However, if your admin has granted you permission, you can cancel a confirmed order from the order confirmation page.


E. Repeat Order from History

Reordering lets you quickly create a new order from a previous one without rebuilding your cart from scratch. It's useful when a customer wants to repeat a previous order with few or no changes.

  1. Repeating an Order

The reorder process pulls the same products and quantities from a past order into a new cart, which you can then adjust before submitting.

  • Go to the Orders tab in the Sales page.manage order 46

  • Find the past Confirmed order you want to reorder and open the order confirmation page.

     

  • Click Repeat order in the three-dot menu at the bottom of the confirmation page.manage order 47 

  • You'll be taken to a new order page pre-filled with the same products, pricing, and customer details. Adjust the details as needed — update quantities, pricing, or add and remove products before submitting.

    manage order 48 

  • Click on Submit Order to create a new order.