NetXpress

Order History
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What is the Order History page?

How do I view past order details?

How do I generate an order history report?


What is the Order History page?
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The Order History page displays information about your past orders. It is a central place to find a list of past orders. The summary screen will display key order information including: Order Number, Reference, Date Created, Account Code, Order Totals and links to the details.

Screenshot of the Order History page

To find a specific past order, use the following features:

Search All Orders: This allows you to execute a search for a specific terms/number. Enter your search term into the search field and click Go. This search will match this against specific order information including: Order Number, reference, product description, product code, line notes, delivery note number, account code. Entering a search term will search through all orders.

Month Refiner: This allows you to filter past orders for a specific month. Select the relevant month to apply the filter to your order results. To unselect a month refiner, click on the relevant month on the top of page.

Date Range: This allows you to filter for a specific date period that you have in mind (e.g. for a specific date, week etc.). Enter the start date and the end date and then click Go.

Value Refiner: This allows you to filter past orders for a specific value range. Select the relevant value range to apply the filter to your order results. To unselect a specific value refiner, click on the value selected from the top of page.

Account Refiner: This allows you to filter past orders for a specific account. Select the relevant account from the dropdown box. To unselect a specific account, click on the account selected from the top of page.

My Orders Tabs: This tab allows you to filter past orders for only orders that you submitted. Select ‘My Orders’ from the top of page.

All Orders Tabs: This tab allows you to filter past orders for all orders that you have account code access to. Select ‘All Orders’ from the top of page.

Un-receipted Orders tab: This tab allows you to filter past orders for orders that you have not yet manually receipted. Note: This tab will only appear if you have receipted setting turned on. To turn this tab on, navigate to My NetXpress > Settings. Then select “Enable receipting of orders”.


How do I view past order details?
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You can view the details of a past order by:

  1. Selectin the specific order from the list
  2. Click View Details »

Tip: Use the search and filter options to assist you in finding the specific order you need.


How do I generate an order history report?
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You can generate a report of past orders. To do this:

  1. To generate an itemised view of the list, click Itemised; or
  2. To generate a summarised view of the list, click Summary
Tip: Use the search and filter options to filter the list to a specific set of orders to report for.