The order page in the Kustom Portal allows you to view and manage your orders efficiently. You can apply filters and customize the layout to display the most relevant information. You can also export a list of orders.
Filtering and customizing the order page
You can refine your view using various filtering and customization options:
Order status: In the top left corner, choose to display captured or uncaptured orders.
Filtering options: Use the dropdown menus to narrow your results:
Stores: Filter by the store where the order was placed.
Date range: Select a time period to view orders created within that range.
If you're unsure when the order was created, leave this unselected to search all orders.
Status: Filter orders based on their current status.
Search bar: Click the magnifying glass icon to search for orders using order numbers or customer details.
Customizing columns: Click the table icon to select or remove columns for a personalized overview.
These options help you quickly find and manage the orders that matter most.
How to export a list of orders
Follow these steps to export a list of orders:
Open Kustom Portal and sign in.
Navigate to Orders in the menu.
Select the filters you would like to use for your exported list of orders. You can filter by:
Stores: Filter by the store where the order was placed.
Date range: Select a time period to view orders created within that range.
Status: Filter orders based on their current status.
Click on Export Orders
Select if you would like to export a CSV or Excel file