This guide will walk you through how to effectively filter and report on active orders that are not yet completed and are currently in the Detail, Cleaning, Ready, and Pickups pages. Using these tools will help you streamline your workflow and save time.
Detail & Cleaning Pages
Filter by Section
Easily organize orders by relevant sections using the Filter Sections dropdown at the top of the Detail and Cleaning pages. Select a section to refine your view and focus on specific orders.
Color Coding for Orders
Quickly identify orders with a color-coded system that matches section colors. To activate this feature:
Navigate to Settings → Admin → Workflow.
Go to the Detail, Cleaning, or Ready page.
Enable "Show Section of Order Using Colours" toggle.
Cleaning Page - Due Date Filter
Prioritize orders efficiently with the Due Date Filter in the Cleaning Page. To use: Click the "All" dropdown and select from:
All
Due Today
Due Today & Overdue
Due Tomorrow
Overdue
Created Today
Express Orders
Cleaning & Ready Pages - Reports
You can access insights and print detailed reports by using the Reports dropdown at the top of the Cleaning and Ready pages.
Cleaning Page Reports
Give Bag to Driver
To Clean Report
To Clean Report (No Dates)
Cleaned Today
Cleaned Yesterday
Detailed Today
Ready Page Reports
Completed Today
Completed Yesterday
Completed 2 Days Ago
Delivery Printout
Run Audit
View Audits
Send to Deadstock
Ready Page - Sorting Orders
You can sort orders on the Ready Page by Order Type or Route using the All Orders dropdown.
Order Type: Filter by In-Store, Delivery, or Lockers (if enabled).
Route: Select a preferred route to efficiently manage deliveries.
Pickups Page - Filter by Route
On the Pickups Page, you can organize your view by selecting one or multiple routes.
To filter by route:
Use the "Filter Route(s)" dropdown.
Choose one or more routes to prioritize.
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