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How to Create Custom Views on the Order Page

Views are pre-made sets of filters to show various data from the WMS. These views are meant to make it easier for you to see the data that you need for different purposes. We have created a slew of basic Views for your use. To make your user experience within the WMS more efficient and effective, you can also create customized Views to cater to your needs.

Before you create your own views, we advice you to browse through the ones that we prepared for you, to get a feel of what purpose each View serves. 

How to Access Order Views:

  1. Log into your WMS account.
  2. On the left side of the main page, hover over Orders and choose Order Header. 
  3. Click on the drop down menu to navigate through the various Views available.

How to Create Custom Views

  1. Log into your WMS account.
  2. On the left side of the main page, hover over Orders and choose Order Header.
  3. Click on the Pencil and Paper icon to edit an existing View or create an entirely new View.
  4. On the edit page, there are 4 sections for you to accomplish: 
    • Name of View – change if you want to create a new View.
    • Search Criteria – conditions to filter through the data.
      • You can put specific values according to the main prupose of your search.
      • Putting % will include all data in that category.
    • Select Columns – data that you would like to view.
    • Select On Demand Filter Columns – dropdown filters (this is not commonly used).
  5. Click Save to update the View you edited or Save As if you created a new View.
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