How to: view order history

Overview

From the Manage account menu, you will have access to all your Granite Group orders, returns and quotes. You will be able to search, filter, sort and print your orders and more.

• Order Page: Filterable, sortable, searchable list of all your orders
  • Filter and Sort
  • Search
  • Add, remove, reposition, and resize columns
  • Save different views
  • Search orders
  • Actions
• Order Details Page
  • Details view
  • Items view
  • Add to Catalog
  • Reorder
  • Save as favorites

Orders Page

To access your Orders, Returns and Quotes, click on the Manage Account menu. The Orders page is the first page shown by default. We will use the Orders page to review features but the Returns and Quotes pages work the same. See the screen shot below and number list for a review of the main components of the Orders page.

1. Orders is the default page. Click on Returns or Quotes to access those pages. Note: they function the same as the orders page.
2. Order's view provides a paged list of all your orders with searchable, sortable and filterable column headings. See Sorting and Filtering below for more details on those functions.
3. Page widget allows you to page through the orders.
4. The search box provides a text-based search of all order information. Select "All" label to search for general queries on all order data. Select "Product Code" to search for orders with specific product codes, either Granite Group codes or customer codes. For more narrow searches, set filters before searching.
5. Actions button provides additional actions for downloading all or selected orders orders in 3 different formats; CSV, PDF, and SAGE.
6. Columns and View menus provide the ability to add or remove columns from your view and to save your choices. See the Columns and Views section below for details.
7. Click the > button to see the order details.

Add, remove, reposition, and resize columns

• Click the Columns (vertical) menu to open the columns form.
• Check the box next to columns you want to add.
• Uncheck a box to remove a column.
• Click the X in the top right to close the columns form.
• Use the View menu to save your changes.
  • Click the Disk icon to save changes to an existing view
  • Click the Add View button to create a new view
  • You can save your new view as your default by check the "Default" option

Order Details

Clicking the order number or > button will bring you to the Order Details page.

There are several different views for order details

Details:

Provides a formatted view of you orders with header and line items. If you have your own part numbers they will be displayed below the product description. If there is a serialized product and the order has been invoiced, the serial number will also display below the product description

Advanced

The advanced view provides an interactive view of the order where you can:

1. See pictures of the products on the line item
2. Click through to the product detail page.
3. Add customer part numbers to items that do not have customer part numbers. Note: you can't edit the customer part number from this view but you can click through to the product detail (#2 and #5) page to edit it there.
4. View a larger image of the product
5. Click through to the product detail page.

You can also select individual line items using the check box. Once one or more line items are selected, the "ADD TO CART" button will become enabled.

Items

The items tab provides a list of the items on your order. Please note: a picture of the item and a link to the product page for each item will be coming soon.

1. Check a line item to activate the Add to Cart button (#5).
2. Product image and code
3. Product Description: click the product description to go to the product detail page.
4. Column heading. Click a column heading to display the hamburger menu with option to pin left, pin right or unpin the column.
5. Add to Cart button activates when an items' check box is checked. Clicking it will add all the checked items to the cart.
6. Image and Product View icons. Click the Eye to see a larger image of the product. Click the boxed arrow to go to the product detail page.
7. Columns and Views. Add or remove columns. Use the View menu to save changes to the current View or create new Views.