Customise "My Orders" columns, views and filters

The Orders module allows you to customize how order information is displayed in the table. You can select which columns appear, rearrange their order, and save different table views for specific workflows.

Default Order Columns

• Reference
• Status
• Customer
• Start location
• Start date
• End location
• End date
• Distance
• Load
• Cost
• Price
• Margin
• Vehicle
• Trailer
• Driver
• Fleet
• Partner
• Bids
• Actions

In addition to the default columns, you can add more operational details to your Orders table.

Additional Columns

• Pallet Spaces: shows how many pallet loading spaces are planned or used for the transport.
• Dispatcher: displays the dispatcher assigned to the order.
• Alerts: highlights active alerts or issues related to the order.
• Template: indicates if the order was created from a template.
• Custom Fields: display your configured custom fields directly as columns in the Orders table.
• Carrier Network Customer: shows the customer behind an order that reached you through the carrier network.

By selecting and arranging columns, you can organize the My Orders table to match your daily workflow.

See the Margin on Every Order

The Margin column is shown by default, after Cost and Price. If you have reordered your columns it sits wherever you put it. It calculates Price minus Cost and shows the result in euros, with the margin percentage below it. The value updates as soon as either the cost or the price changes. An order that has costs but no price yet shows that cost as a negative margin, which makes unpriced work easy to spot.

How to Customize Your Columns

Step 1: Locate the "Column customization" button.
In the Orders module, click the Column customization button above the orders table.

Step 2: Select the columns you want to display.
Choose the fields you want to appear in the table and deselect columns that are not relevant for your workflow.

Step 3: Arrange the column order.
Use the drag handle next to each column name to move columns into your preferred order. Changes are applied immediately to the table.

Step 4: Apply filters (optional).
You can apply filters before saving a view. For example, you may create a view that shows only orders for a specific customer.

Step 5: Apply table sorting (optional).
Click on any column header to sort the table. Sorting can be saved together with your custom view.

Update Your Default View or Save a New One

Step 1: Set your columns and their order in "Column customization", then close the panel.

Step 2: The Save view button appears above the table. Click it.

Step 3: Choose Update view to save the layout to the view you are in, including All orders, your default view. It opens that way from now on.

Step 4: To keep a separate layout instead, choose Save new view, give it a name, and leave Save for all company users unchecked to keep it personal. Click Save. The new view appears as its own tab next to All orders.

Note: The columns you choose and the order you put them in are stored on the view you are in, not globally. Saved views remain selected when navigating between modules.

Tip: Use saved views to quickly switch between different table layouts depending on your workflow.

Example Views

• Active Deliveries Overview
  Columns: Reference, Status, Customer, Tour Start, Tour End, Distance, Vehicle, Driver
• Financial Summary
  Columns: Reference, Status, Customer, Cost, Price, Bids
• Fleet Utilization Report
  Columns: Reference, Status, Vehicle, Driver, Trailer, Fleet
• Daily Operations Dashboard
  Columns: Reference, Status, Customer, Tour Start, Tour End, Distance, Load, Vehicle, Driver
• Partner & Fleet Overview
  Columns: Reference, Status, Partner, Fleet, Vehicle, Driver
• Load & Cost Tracking
  Columns: Reference, Status, Load, Cost, Price
• Tour Management View
  Columns: Reference, Status, Customer, Tour Start, Tour End, Distance, Vehicle, Driver, Trailer
• Bid Management View
  Columns: Reference, Status, Bids, Cost, Price
• Driver & Vehicle Assignment
  Columns: Reference, Status, Vehicle, Driver, Tour Start, Tour End
• Dispatcher Task List
  Columns: Reference, Status, Customer, Tour Start, Tour End, Dispatcher

Widen the Reference Column

Reference numbers longer than the column can be cut off. Point at the right edge of the Reference column header, then drag it to the right until the full number is visible. The width applies to your current session.

The Orders module includes flexible filtering tools that help you quickly find specific orders.

Step 1: Open the Orders module.
Navigate to the Orders module and select the My Orders tab.

Step 2: Open filter settings.
Click the filter icon in the top-right corner of the table to open the filter panel.

Step 3: Apply filters.
Select the filters you want and click Apply Filter. The orders table will update automatically.

Step 4: Add favourite filters (Quick Filters).
In the filter panel, click the star icon next to a filter to mark it as a favourite. Favourite filters appear above the orders table for quick access.

Quick Filter Options

• Reference #: filter by order reference number.
• Start Date of Tour: filter by a specific start date range.
• Start / End Locations: filter by location details such as country or zip code.
• Customer: filter orders for a specific customer.
• Subcontractor: filter by subcontractor.
• Driver: filter by assigned driver.
• Vehicle: filter by assigned vehicle.
• Status: filter by order status.
• Pallet Exchange: filter by pallet exchange status.
• Active and Archived: show active or archived orders.
• Custom Fields: use filters based on configured custom fields.

Step 5: Remove filters.
To clear active filters, open the filter panel and click Clear Filters.

Advanced filters help you locate orders based on specific values or conditions.

Available Filter Options

• Contains: find orders containing specific text.
• Does Not Contain: exclude results containing certain text.
• Is: match an exact value.
• Is Not: exclude a specific value.
• Is Empty: show results where a field has no value.
• Is Not Empty: show results where a field contains data.

How to Apply Advanced Filters

Step 1: Open the Filters panel in the Orders module.

Step 2: Select the filter condition you want to apply.

Step 3: Apply the filter and the table will display only matching orders.

The summary row sits under the orders table and totals the orders you are currently looking at. It shows total weight, loading metres, distance, Cost, Price and Margin, with the margin percentage in brackets. It appears after you apply a filter, and when you tick one or more orders. In a saved view it is always shown. If you filter first and then tick individual orders, the summary covers only the selected orders.