The Orders section in WizOrder provides a full view of all confirmed, draft, and in-progress orders. This article covers how to search, filter, and take action on orders — including viewing details, tracking fulfilment status, and making edits where permitted.
Platform: WizOrder | Who is this for: Sales Reps & Admins
Table of Contents
| Section | Topics |
| A | Understand Order Statuses |
| B | View Order Details |
| C | Filter and Sort Orders |
| D | Save a Custom View |
| E | Edit an Order |
| F | Cancel an Order |
| G | Repeat an Order |
| H | FAQs |
Before You Begin
- You must have access to WizOrder, on the mobile app or the web portal
- To edit a confirmed order, your admin must have enabled this permission for your role
- To cancel a confirmed order, your admin must have enabled this permission for your role
- Draft orders can be edited and cancelled freely
A. Understand Order Statuses
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. |
|
Cancelled |
The order has been cancelled |
|
Pending Approval |
The order has been submitted and is waiting for an administrator to review and approve it before it is processed. |
|
Status |
Meaning |
|---|---|
|
Fulfilled |
All items in the order have been dispatched. |
| Unfulfilled |
Items are yet to be dispatched. |
|
Partially Fulfilled |
The order has been partially fulfilled based on the logic set by you |
Note: Fulfillment statuses are mainly used in integration accounts. WizCommerce provides three fulfillment tags, with the underlying logic set up during implemetation/onboarding.
Payment Status
| Payment Status | Definition |
|---|---|
| Overpaid | The payment received exceeds the total amount due. The difference may need to be refunded or applied as a credit to the customer's account. |
| Paid | The full payment has been received and confirmed. No outstanding balance remains. |
| Partially Paid | A payment has been received, but it does not cover the full order amount. The remaining balance is still outstanding. |
| Partially Refunded | A portion of the payment has been returned to the customer. The remaining amount is not subject to refund. |
| Pending | Payment has not yet been received or confirmed. The order is waiting for payment to be processed. |
| Refunded | The full payment has been returned to the customer. No outstanding balance remains. |
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. |
Note: Custom order tags are available in Organization Settings. Contact your CSM to learn more.
B. View Order Details
Understanding the Order confirmation page
Click any confirmed order in the Orders page to open its detail page. This gives you a complete picture of the order in one place.
On the order details page, you will find:
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Print and Download icons: Print or download the order as a PDF or an Excel file.
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View Linked Quote: Opens the original quote this order was created from, if applicable.
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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
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Customer Details: Shows the customer name, contact information, billing address, and shipping address side by side.
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Pricelist: Displays which pricelist was applied to this order.
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Products: A line item breakdown of all products in the order, showing SKU, product name, image, price, quantity, and line total.
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Order Total: Displays the cart total, the final order total, and the amount pending payment.
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Order Details: Displays the PO number associated with the order.
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Shipping Method: Shows the shipping carrier selected for this order.
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Three-dot menu: Additional actions such as editing, cancelling, or repeating the order.
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Send Email: Send a copy of the order to the customer or any other recipient via email.
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Add Credits: Apply customer credits toward this order.
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Authorize Card: Authorize a credit card for payment without collecting payment immediately.
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Cancel: Cancel the order. For confirmed orders, this is only available if your admin has granted you permission.
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Copy Cart: Create a duplicate of this order's cart with the same products and quantities.
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Repeat Order: Create a new order pre-filled with the same products, pricing, and customer details from this order.
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Edit Order: Open the order for editing. Available for draft orders freely, and for confirmed orders only if your admin has enabled this permission.
-
-
Collect Payment: Takes you directly to the payment collection flow for this order.
Viewing Order History
The Orders page 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 and Sort Orders
You can filter and sort orders to narrow your view. The available filters differ between the mobile app and the web portal because each uses a different column layout.
Filters Available on the mobile
-
Click the Filter icon at the top of the Orders page.
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Select the filter criteria you want to apply. And click Show result.
Filters available on the web portal
- Click the Filter icon at the top of the Orders page.
- Select the filter criteria you want to apply.
Sorting orders
-
On the mobile app, use the dedicated Sort By button at the top of the Orders page
-
On the web portal, click the arrows in any column header to sort by that column.
D. Save a Custom View
The Sales Rep App (WizOrder) web portal lets you create and save custom views using filters. Switch between your saved views and the default Orders view to find what you need quickly.
Creating a Custom View in the Orders Page
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.
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Click the + icon and name your view Confirmed Orders.
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Click the filter icon, select Add Filters, then choose Status.
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Clear all status options except Confirmed, then click Apply.
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Click Save to save your view.
Tip: From the dropdown menu in the view header, you can also delete, duplicate, edit, rename, or set any custom view as your default.
E. Edit an Order
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.
As a best practice, make all adjustments while the order is still in draft or quote stage. Once confirmed, treat the order as locked unless editing has been enabled by your administrator.
Editing a draft order:
Open the draft order, you will land on the order details page where you can update any of the following:
-
Order tag: Click the tag dropdown in the Order Tracking Bar and select a new tag.
- Cart items: Click Edit Cart to make changes to the products in the order:
-
Adding new products: Browse the product details page or scan a barcode to add products
-
-
from PDP
-
Using a barcode Scanner or your mobile camera.
-
-
- Edit product price: Click on the three dots beside each product to change the pricing at product
- Offer discount: Click on the three dots to offer a percentage value or a dollar value discount.
- Add a product note: Click Add note on any product to attach a comment or instruction specific to that line item.
- Add a custom product: There are multiple ways to add a custom product to your order. Follow the screenshots below to locate each option.
or
-
- Customer details: Update existing customer information or add a new customer record.
- Click the edit (1) icon to update the existing customer information.
- Click Add Contact(2) 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 profile
- Billing address: Click to edit the existing billing address or add a new one.
- Shipping address: Click to edit the existing shipping address or add a new one
- Order details: Update the PO number if needed.
- Shipping method: Update the shipping carrier if needed
- Order note: Leave a note for the entire order, either to share with the customer or to keep for your own reference.
- Cart-level pricing: Adjust discounts, shipping charges, taxes, and any additional charges applied to the order.
- Click Submit Order, the 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.
Note: Editing a confirmed order is not recommended. Changes may affect data accuracy with your ERP, including QuickBooks, NetSuite, Sage, Business Central, or Epicor.
F. Cancel an Order
Draft orders can be deleted from the Orders page 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.
- 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.
G. Repeat an Order
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.
The reorder process pulls the same products and quantities from a past order into a new cart, which you can then adjust before submitting.
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Go to the Orders page in the Sales page.
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Find the past Confirmed order you want to reorder and open the order confirmation page.
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Click the three-dot menu at the bottom of the page and select Repeat Order.
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A new order page opens, pre-filled with the same products, pricing, and customer details, adjust quantities, pricing, or products as needed.
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Click on Submit Order to create a new order.
FAQs
1. Can I edit an order after it has been confirmed?
A. This depends on the permissions set by your administrator. If editing is enabled for confirmed orders, you can make the same changes as on a draft order. If it is not enabled, coordinate with your administrator or back-office team to make changes.
2. What is the difference between Copy Cart and Repeat Order?
A. Copy Cart creates a duplicate cart with the same products and quantities — it does not pre-fill customer details. Repeat Order creates a new order pre-filled with the same products, pricing, and customer details from the original order, ready to review and submit.
3. Why can I not see all the filter options available on the web portal in the mobile app?
A. The mobile app and web portal display different columns in the Orders page, so the available filters differ accordingly. For the full set of filter options, use the web portal.
Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.