Overview
When you navigate to orders, you can create a new order and review & confirm order proposals generated from scheduled orders, items or reports.
To open an order proposal, click on the Order Name and the order lines will appear.
Orderlines - standard displays the order item information in quantity. You can edit the information in green directly in this view.
Order views
Having the right information in front of you when you order is key. You can tailor the information in the order header view and the order line view by adding in columns. AGR has two System Views that can be selected from the Views dropdown.
Customizing order views
The default view for the order grid shows one order header, per row.
There are two standard System Views, one for the order header and the other for the order lines.
Beyond that, you can customize the order grid by adding or removing columns and grouping orders.
Once you customize the order view, you can save it. AGR will save any changes to the columns and groupings, but active filters will not be saved.
Grouping orders
The Overview - standard view displays order lines grouped by OrderId although the order grid can display orders grouped by any available column. For example, orders can be grouped by their Owner for businesses where individuals may be responsible for a groups of orders.
To group and ungroup the order view:
Add or find the column that you want to group by.
Drag and drop the column heading into the bar above the heading row.
Click the x next to the grouped column name to ungroup.
To group by more than one column, follow the instructions above for each column.
TIP
Group by Item to understand why a Duplicate Order label has been assigned to some orderlines.
Adding and removing columns
Additional columns can be added to the grid from the Column sidebar.
Once you add new columns to the grid, you can save the view.
Click on the Views button
Click on Save as from the dropdown menu
Name your new view
Set the visibility to public or private
Confirm to save the view
When you save a view, it will appear under the Views button in Orders.
Tip
Once changes have been made to the view, the Views button turns orange to remind you to save the view.
Sorting data
Each column can be sorted by ascending or descending order by clicking next to the heading in the column. An up arrow will appear for ascending order, a down arrow for descending order and no arrow for unsorted.
You can also sort the columns into the order you would like by dragging and dropping them. Click and hold on the heading of the column the drag it to where you would like it in the grid.
Info button
AGR has a wealth of information about each orderline. You can access the information by
choosing an order line and
clicking on the Info button in the toolbar.
This will open a side panel that you can edit by selecting the edit icon to make all the available data visible. Click the Eye icon next to each piece of data to add or remove it from the information shown in the info panel. Click on the edit icon again to save your preferences.
