Find, filter and export orders

Admin portalOrdersUpdated today

Search by ID or phone, narrow the list with filters, save the views you use every day and export what you need.

Before you start
  • Payment filters and payment fields in an export need the View payment data permission.
  • Exporting needs the Export permission.
1

Search

Search for one order or many at the same time.

OrdersSample screen
1
2ORD-004822 ✕ ORD-004819 ✕ DD-310 ✕Add another…
Filters
All128Unassigned9Driver assigned14Out for delivery31Delivery failed7SLA at risk4
OrderMerchantRecipientStatus
ORD-004822Ref KH-7716Al Noor ElectronicsNext dayKhalid Al-Harbi+966 55 012 3456Out for delivery35m · attempt 1⋯
ORD-004821Ref DD-310Daily Dates Co.Same daySara Al-Qahtani+966 55 123 4567Unassigned12m⋯
ORD-004819Ref SF-2204Sahab FashionNext dayOmar Nasser+966 59 876 5432In hub3h⋯
  1. The search bar. Type an order ID, reference, phone, name or partner AWB number and press Enter. You can also paste a list, separated by spaces, commas or new lines, up to 200 terms at once.
  2. Each term becomes a chip. Orders that match any chip are shown. Press ✕ on a chip, or Backspace in the empty field, to remove one.
2

Use the quick filters

Quick filters are the fastest way to see one kind of order.

OrdersSample screen
All128Unassigned9Driver assigned14Out for delivery311Delivery failed 273SLA at risk4
Showing 7 of 128 orders
  1. Tap a quick filter to see only those orders. Tap another one to switch.
  2. The number follows your search and filters. It is how many orders you would see if you tapped it now.
  3. SLA breached and SLA at risk are quick filters too. The bell alerts open Orders with them already on.
3

Open the Filters dialog

For anything the quick filters do not cover, use the full list of filters.

OrdersSample screen
Search by order ID, reference, phone or name
1FiltersScanCustomize⋯
Filters✕
2ORDER
Any
Any
Any
Any
Any
Any
At risk
Any
Any
Any
Any
Any
Any
2PARTIES
Any
2ASSIGNMENT
Any
Any
Any
Any
2LOCATION
Any
Any
Any
Any
Any
2PAYMENT
Any
Any
Any
Any
ResetCancelApply filters
  1. Press Filters on the Orders page.
  2. The filters are grouped under Order, Parties, Assignment, Location and Payment. Each one says “Any” until you pick a value. The everyday ones are Status, Created date, Service, Failure reason, Order source (merchant portal, admin portal, import, API or store), Merchant, Driver / Partner, the cities, Delivery area, Zone and Hub.
  3. SLA. Pick “At risk” (80% of the SLA time used) or “Breached” (all of it).
  4. Status history. Pick several statuses and two dates, for example “was Delivery failed between 1 and 5 Nov”.
  5. More order filters: Time in current status (for example Out for delivery for more than 6 hours), Delivery attempts (none yet, 1, 2 or 3+), Has exception, Edited after creation, Import batch and Package rule.
  6. Assignment filters: Fulfilled by (your own fleet or a partner courier), Assignment (not assigned, own driver or partner) and Assigned by (an automatic rule or a user).
  7. Payment filters: Payment type, COD amount, COD state (not collected, with driver, with cashier or paid to merchant) and who pays the delivery charge. They need the View payment data permission.
4

Save a view

Keep a set of filters you use often.

OrdersSample screen
All128Unassigned9Out for delivery311Late today6
SLA at risk ✕Search: 3 terms ✕Clear all2Save as view
After you open a saved view and change it:
Late today (modified) ✕4Update view
Save as view✕
Late today
3☑ Open Orders with this view by default
CancelSave view
  1. Your saved view appears here, as a quick filter, after you save it. It keeps your quick filter, filters, search, columns and sort. Saved views are personal: nobody else sees them.
  2. When filters or search terms are on, a row of chips appears with Clear all and Save as view.
  3. Default view. Tick this to open Orders with this view every time.
  4. Update view. If you change a saved view, its name shows “(modified)”. Press Update view to keep the change.
5

Customize columns and quick filters

Make the Orders page show what you need.

OrdersSample screen
Search by order ID, reference, phone or name
FiltersScan1Customize⋯
Customize Orders✕
2
Table columns
⋮⋮ ☑ Order always shown
⋮⋮ ☑ Merchant
⋮⋮ ☑ Recipient
⋮⋮ ☑ Route
⋮⋮ ☑ Status always shown
⋮⋮ ☐ Zone
⋮⋮ ☐ Hub
⋮⋮ ☐ Package rule
3
Quick filters 3 of 8 shown
⋮⋮ ☑ Unassigned
⋮⋮ ☑ Out for delivery
⋮⋮ ☑ Delivery failed
⋮⋮ ☐ In hub
4
Saved views
Late today Remove
Reset to default5Done
  1. Press Customize.
  2. Table columns. Show or hide a column, and drag ⋮⋮ (or use the arrows) to reorder. Order and Status always stay. Optional columns you can add: Zone, Hub, Service, Attempt, Last updated, Warehouse, Sender, Package rule and Source. A column you have no permission for says so.
  3. Quick filters. The same list of statuses. Tick up to 8; they appear as quick filters in this order.
  4. Saved views are listed below the quick filters. Press Remove to delete one.
  5. Done saves your choices. They are saved for you only.
6

Export

Download the orders as a file.

OrdersSample screen
Search by order ID, reference, phone or name
FiltersScanCustomize1⋯
Export orders✕
128 orders that match your filters ▾
Order ID, Merchant, Status, Deliver by + 6 more ▾
Excel ▾
Cancel6Export
  1. Open the page ⋯ menu…
  2. …and choose Export.
  3. Which orders. Export the orders you selected, or everything that matches your filters.
  4. Fields. Choose which fields go in the file, or use Select all or None. Payment fields need the View payment data permission. Fleetics remembers your choice.
  5. Format. CSV or Excel.
  6. Export. Files of more than 5,000 rows are prepared in the background, and you get a bell notification when the file is ready.

Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.

Common questions

The counts on the quick filters changed. Why?

They always follow your search and filters, so they show what you would see if you tapped them now.

Can another user see my saved views?

No. Saved views are personal.

Where do I see which filters are on?

A row of chips appears under the search bar whenever a filter or search term is on. With no filters, the table footer says “no filters applied”.

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