List View is the default view on the Wholesale Orders page. It's divided into three tabs, Orders to Process, Outbound Schedule, and Fulfilled, where you can filter, sort, edit, and export wholesale orders.
List View is one of two view modes on the Wholesale Orders page. Select Calendar in the top-right toggle of the Wholesale Orders page to switch to it. See Wholesale Orders Page: Calendar View for a breakdown of this view.
Table of Contents
List View: Orders to Process Tab
The Orders to Process tab is selected by default when you navigate to the Wholesale Orders page. The top banner shows the total number of orders in process and a snapshot of orders in the key stages: Ready to Pick, Picking, and Packing.
List View: Orders to Process Tab: Available Filters and Features
- Search: Find orders by Order Name or Order ID. Partial search available from the 3rd character.
- Filters: Status, Type (Courier or Freight), Client (3PL accounts only), Retailer, and Fulfillment Status.
- Columns: Customise displayed columns using the Columns icon.
- Export: Export visible rows to CSV based on active filters. Increase Rows per page (10, 20, 50, or 100) to expand the export.
- Sort: Sort by Prep by date or Ship by date.
List View: Orders to Process Tab: Columns Defined
| Column | Definition |
|---|---|
| Order | The order number. |
| Type | Indicates whether the wholesale order is Freight or Courier. |
| Client (3PL accounts only) | The client account the wholesale order is associated with. |
| Preview | Thumbnails of the products on the order. |
| Required | Total quantity needed across all line items on the order. |
| Status | The wholesale order status. |
| Retailer | Set via the API or SPS/EDI workflows; otherwise shows as default. |
| Prep by date | The date the order should be picked and packed by. Must be set manually after order creation. |
| Ship by date | Pulled from the Required Ship Date field. Can be edited via the API, Manage Orders page, or Order Details page. |
List View: Outbound Schedule Tab
The Outbound Schedule tab shows orders that have reached Warehouse Complete status and are ready for pickup scheduling. The top banner shows the total number of orders in the Outbound Schedule with a snapshot of: Awaiting Schedule, Ready to Pick Up, and Due today.
List View: Outbound Schedule Tab: Available Filters and Features
- Search: Find orders by Order Name or ID.
- Filters: Client (3PL accounts only), Status, Type (Freight or Courier), Outbound Progress, and Retailer.
- Columns: Customise displayed columns using the Columns icon.
- Export: Export visible rows to CSV based on active filters.
- Sort: Sort by Prep by date or Pickup date.
List View: Outbound Schedule Tab: Editing Options
Outbound Progress and Pickup date can be edited directly from the list, individually or in bulk.
| Editing Outbound Progress per order | Editing Pickup date per order |
|---|---|
| Editing Outbound Progress in bulk | Editing Pickup date in bulk |
|---|---|
List View: Outbound Schedule Tab: Columns Defined
| Column | Definition |
|---|---|
| Order | The order number. |
| Type | Indicates whether the wholesale order is Freight or Courier. |
| Label | Shows the status of label generation and when labels were printed. |
| Client (3PL accounts only) | The client account the wholesale order is associated with. |
| Retailer | Set via the API or SPS/EDI workflows; otherwise shows as default. |
| Carrier | The carrier assigned for label generation. For Freight orders, the carrier always shows as Generic. |
| Status | The wholesale order status. |
| Bill of lading | The manifest ID for the shipment. |
| Outbound Progress | The outbound stage: Awaiting Schedule, Ready for Pickup, or Complete. |
| Pickup date | The date the wholesale order is scheduled for pickup. |
| Prep by date | The date the order should be picked and packed by. |
List View: Fulfilled Tab
The Fulfilled tab shows all wholesale orders that have been fully processed and shipped. It opens by default showing the last year of orders, and the Fulfilled date filter has a maximum date range of one year.
List View: Fulfilled Tab: Available Filters and Features
- Search: Find orders by Order Name or ID.
- Filters: Client (3PL accounts only), Retailer, and Fulfilled date.
- Columns: Customise displayed columns using the Columns icon.
- Export: Export visible rows to CSV based on active filters.
List View: Fulfilled Tab: Columns Defined
| Column | Definition |
|---|---|
| Order | The order number. |
| Type | Indicates whether the wholesale order is Freight or Courier. |
| Client (3PL accounts only) | The client account the wholesale order is associated with. |
| Retailer | Set via the API or SPS/EDI workflows; otherwise shows as default. |
| Carrier | The carrier assigned for label generation. For Freight orders, the carrier always shows as Generic. |
| Pickup date | The date the wholesale order was scheduled for pickup. |
| Fulfilled date | The date the wholesale order was marked as fulfilled. |