Use this article to find any order quickly on the Orders tab in Shop+: what the toolbar and columns mean, and how to search, filter, sort and page through the order list. The Orders tab lists every order taken at the point of sale, one row per order.
How do I open the Orders tab in Shop+?
To open the Orders tab, in the left sidebar click Shop+, make sure Products is selected in the top row, then click Orders in the second row of tabs. The newest orders are listed first.
What do the toolbar controls on the Orders tab do?
The toolbar at the top of the Orders tab has these controls:
Search orders… – the search box; type an order number to find that order (see the search section below).
Date range – opens a calendar where you pick a start and end date to filter by.
All Statuses – the status filter; use it to show only Close or Void orders.
All Channels – the channel filter, for where the order was taken, for example POS or Quick Sale.
All Employees – the employee filter, for the staff member who rang up the order.
All Deliveries – the delivery filter, for the delivery option on the order.
Export – download or print the order list (see Exporting orders to CSV, PDF or print).
The status filter shows how many orders match each option in brackets, for example Close (36).
What do the columns on the Orders tab mean?
The columns in the order table on the Orders tab are:
Date – when the order was placed.
Order # – the order number printed on the receipt.
Payment – whether the order is Paid or Not Paid.
Employee – who served the order.
Status – Close for a completed order, Void for a cancelled one.
Channel – the register or sales method.
Type – the order type, for example Inhouse.
Items – the number of lines on the order.
Sub Total – the value of the items before tax and tip.
Tax – the tax on the order.
Tip – the tip on the order.
Scroll the table to the right to see Total (sub total + tax + tip) and the Actions menu for each row.
How do I search for an order by its number?
To search for an order, type the order number in the Search orders… box on the Orders tab – without the # sign – and the list narrows as you type. Searching for 29 finds order #29.
How do I filter orders by status?
To filter orders by status, open the All Statuses dropdown on the Orders tab and choose Close or Void. The count next to each option tells you how many orders you will get.
The order table now shows only the matching orders and the pager at the bottom updates to the new count. The other three filters (channel, employee and delivery) work the same way.
How do I filter orders by date?
To filter orders by date, click Date range on the Orders tab to open the calendar, then click a start day and an end day. The list shows only the orders placed on those days, including both ends of the range, and the pager count updates.
How do I sort the order list?
To sort the order list, click a column heading on the Orders tab to sort by that column. Clicking Date switches between newest-first and oldest-first.
How do I page through the order list?
To page through the order list, at the bottom of the table choose how many Rows per page to show (25 to 500) and use the arrows to move between pages. The text between the arrows tells you which rows you are looking at.
What is the Tips view on the Orders tab?
The Tips view is a tips summary for the orders that match your filters. The Orders / Tips switch at the top-left of the Orders tab changes the table to it. If none of the filtered orders carry a tip, the view says No Tips Recorded.
