{"id":3896,"date":"2025-10-29T20:29:21","date_gmt":"2025-10-29T20:29:21","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=3896"},"modified":"2025-10-29T20:29:21","modified_gmt":"2025-10-29T20:29:21","slug":"quick-view-orders-form-technical-overview","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/quick-view-orders-form-technical-overview\/","title":{"rendered":"Quick View Orders Form \u2013 Technical Overview"},"content":{"rendered":"<h2>Overview<\/h2>\n<p>The Quick View Orders Form provides a fast and simplified interface for searching, reviewing, and managing orders without navigating through the full Order Manager workflow. It is designed for users who need to quickly locate an order, verify details, and take action such as reviewing payments or printing order information.<\/p>\n<p>This form is often used by:<br \/>\n&#8211; Customer service representatives looking up customer order status<br \/>\n&#8211; Fulfillment or shipping staff verifying pending or unshipped orders<br \/>\n&#8211; Accounting or management verifying order balances or payment records<\/p>\n<h2>Form Layout<\/h2>\n<h3>Filter Panel (Left Sidebar)<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"size-full wp-image-3902 alignnone\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-29-114015.png\" alt=\"\" width=\"216\" height=\"638\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-29-114015.png 216w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-29-114015-102x300.png 102w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-29-114015-17x50.png 17w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-29-114015-20x60.png 20w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-29-114015-34x100.png 34w\" sizes=\"(max-width: 216px) 100vw, 216px\" \/><\/p>\n<p>Located on the left side of the form, the Quick Orders View Filter allows users to quickly locate orders using one or more filter criteria.<\/p>\n<ul>\n<li>Available Filter Fields:\n<ul>\n<li><strong>Quick Filter<\/strong>: Dropdown list of predefined filters (e.g., Today\u2019s Pending Orders, All Orders, Approved Orders).<\/li>\n<li><strong>Order Number<\/strong>: Search by internal order number. A magnifying glass icon allows for lookup or validation.<\/li>\n<li><strong>Web Order Number<\/strong>: Search by the web-based order reference (for integrated eCommerce platforms).<\/li>\n<li><strong>Email<\/strong>: Lookup by customer email address. Useful for identifying all orders tied to one customer account.<\/li>\n<li><strong>Phone<\/strong>: Search using a customer\u2019s phone number.\\<\/li>\n<li><strong>Customer ID<\/strong>: Search by the customer\u2019s internal system ID.<\/li>\n<li><strong>Last Name<\/strong>: Filter by customer\u2019s last name.<\/li>\n<li><strong>Order Date<\/strong>: Search by a specific order date or date range.<\/li>\n<li><strong>Company Name<\/strong>: Lookup by the company or business name tied to the order.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Order Results List<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3898\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view-.png\" alt=\"\" width=\"1836\" height=\"127\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view-.png 1836w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view--300x21.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view--1024x71.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view--768x53.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view--50x3.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view--1536x106.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view--60x4.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-filter-list-view--100x7.png 100w\" sizes=\"(max-width: 1836px) 100vw, 1836px\" \/><\/p>\n<p>Once filters are applied, matching orders appear in the grid.<\/p>\n<ul>\n<li>Displayed Columns:\n<ul>\n<li><strong>Order Number<\/strong>: Internal order ID; clickable to open detailed order view.<\/li>\n<li><strong>Web Order Number<\/strong>: Order number from external platform.<\/li>\n<li><strong>Order Source<\/strong>: Indicates where the order originated (e.g., Manual Order, Shopify, Amazon).<\/li>\n<li><strong>Order Date<\/strong>: The date the order was placed or imported.<\/li>\n<li><strong>Approved<\/strong>: Checkbox indicating whether the order has been approved for fulfillment.<\/li>\n<li><strong>Canceled<\/strong>: Checkbox indicating if the order has been canceled.<\/li>\n<li><strong>Name<\/strong>: Customer name associated with the order.<\/li>\n<li><strong>Customer ID<\/strong>: Internal customer reference.<\/li>\n<li>Email \/ Phone \/ Company Name Contact information for customer or account.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Action Bar<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3897\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Action-Buttons-.png\" alt=\"\" width=\"126\" height=\"47\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Action-Buttons-.png 126w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Action-Buttons--50x19.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Action-Buttons--60x22.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/Action-Buttons--100x37.png 100w\" sizes=\"(max-width: 126px) 100vw, 126px\" \/><\/p>\n<p>Located at the top-right corner of the Order Detail View.<\/p>\n<ul>\n<li>List Icon Returns the user to there process orders page to mak echanges or modify the order .<\/li>\n<li>Plus Icon Creates a new manual order.<\/li>\n<li>Printer Icon Prints the currently viewed order details or packing slip, depending on configuration.<\/li>\n<li>Back Arrow Icon Navigates back to the previous screen or order list.<\/li>\n<\/ul>\n<h3>Order Detail View<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3899\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-View.png\" alt=\"\" width=\"781\" height=\"780\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-View.png 781w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-View-300x300.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-View-150x150.png 150w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-View-768x767.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-View-50x50.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-View-60x60.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/10\/QVO-Order-View-100x100.png 100w\" sizes=\"(max-width: 781px) 100vw, 781px\" \/><\/p>\n<p>When an order is selected from the results grid, the detailed view displays all order information on a single page.<br \/>\n<strong>Sections<\/strong>:<\/p>\n<ul>\n<li><strong>Header Area<\/strong>: Displays the Order Number, Web Order Number, Order Date, Source, Status, and Ship Via details. Includes buttons such as Order Review Reasons and View Payments $.<\/li>\n<li><strong>Totals Panel<\/strong>: Shows product totals, shipping total, discounts, taxes, and balance due. The MAXMIND button (if enabled) Displays fraud check score.<\/li>\n<li><strong>Customer Info Panel<\/strong>: Displays sold-to and ship-to contact information with Customer ID.<\/li>\n<li><strong>Items Grid<\/strong>: Lists all products and charges on the order, including quantities ordered, shipped, needed, and prices. View Details opens item-level information.<\/li>\n<li><strong>Notes Section<\/strong>: Displays internal comments, customer instructions, or gift messages.<\/li>\n<li><strong>Tracking Section<\/strong>: Shows the shipping carrier, ship date, and method when shipment data is available.<\/li>\n<\/ul>\n<h3>Usage Examples<\/h3>\n<p>&#8211; <strong>Customer Service<\/strong>: Look up an order by phone or email and confirm shipping status.<br \/>\n&#8211; <strong>Fulfillment<\/strong>: Filter to &#8216;Today\u2019s Pending Orders&#8217; to process all new unshipped orders.<br \/>\n&#8211; <strong>Accounting<\/strong>: Review the &#8216;Balance Due&#8217; column and open orders with unpaid balances.<br \/>\n&#8211; <strong>Management<\/strong>: Use Quick Filters to audit order approvals or cancellations.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview The Quick View Orders Form provides a fast and simplified interface for searching, reviewing, and managing orders without navigating through the full Order Manager workflow. It is designed for users who need to quickly locate an order, verify details, and take action such as reviewing payments or printing order&#8230;<\/p>\n","protected":false},"author":8,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Quick View Orders Form \u2013 Technical Overview - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/quick-view-orders-form-technical-overview\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quick View Orders Form \u2013 Technical Overview - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview The Quick View Orders Form provides a fast and simplified interface for searching, reviewing, and managing orders without navigating through the full Order Manager workflow. 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