Orders Page
The Orders page can be accessed by clicking the Orders link within the EasyRoutes for Shopify sidebar navigation menu:
If you're using EasyRoutes for Web, access the Orders link from the navigation menu on the left-hand side of your browser window once logged in:
The Orders page contains your route options, your route staging area, and your list of orders. From this page you can select the orders you would like to turn into delivery routes. Click here to learn how to create routes.
Configure Table Columns
To customize which columns appear on your Orders page, click the Configure table columns button found on the right-hand side of the page, just above your orders table:
From here, you can select/unselect any order or customer variables to display for each order in the table below:
Orders Page View Options
Stops saved to the Address Book or imported via CSV/API can also be configured to display directly within the Orders Page. Enable/disable these layout settings from your EasyRoutes Settings > Orders tab, within the Saved and imported stops section:
Depending which settings are enabled, new tabs and controls will appear on the upper right-hand corner of your Orders table, next to the Filter search bar.
- By default, you'll land on the Orders tab first, containing all orders placed or created via Shopify.
- Shortcuts to Add a new saved stop, Import a new CSV, or Refresh your Orders table are available using the three icons on the far upper right.
- Use the checkboxes to select any orders you'd like to route before clicking the Add to map button that appears in the upper right-hand corner of the table:
When the Saved stops setting is enabled, your Orders table will contain an All stops tab.
- Saved stops from the Address Book, stops imported via CSV files, and API-generated stops will be combined and can be filtered or selected from this tab.
- Hover over the icon on the far left of any stop's entry to quickly identify the source for each listed entry:
Navigating to the Saved stops tab will provide quick access to any past stops you've created and saved in the Address Book.
- The Sort button on the far right can be used to fine-tune the order these stops will be listed in.
- Stops that have been favourited using the star icon can be set to appear at the top or bottom of the list as shown below; you can also enable/disable the star icon for individual entries directly from this table (immediately beside each stop's selection checkbox), updating which stops are favourited in the Address Book:
- Use the checkboxes to select any saved stops you'd like to route before clicking the Add to map button that appears in the upper right-hand corner of the table:
The Imported tab contains a list of all CSV spreadsheets imported into the Address Book in the past. Click into the Actions menu (three dots icon) on any import, and select View import to access a table of all stops contained in that import:
Use the checkboxes to select any orders/stops you'd like to route before clicking the Add to map button that appears in the upper right-hand corner of the table. After adding orders to the map, clear the CSV file filter (highlighted below) to return to the list of imported CSVs:
Notes:
- Orders can be selected from any/all of these tabs and included on the same route. After orders have been added to the map from one tab, you can navigate to another tab or imported CSV file and continue using the checkboxes and Add to map button to add orders as you go.
- Orders that have already been added to the map will display with a shaded background, as #1147-1149 are shown below. To remove any orders from the map, use the checkbox(es) to select them, and click the Remove button that appears in the upper right-hand corner of the table:
Default Orders View (EasyRoutes for Shopify)
By default, whenever the EasyRoutes Orders Page is accessed, it will open on the Orders tab, containing all orders EasyRoutes has pulled from Shopify. If you find you're frequently working with imported stops, saved stops, or a mix of all order types, you can adjust default Orders Page tab behaviour from your EasyRoutes Settings > Orders tab, and adjusting the Default tab setting shown below:
