How do I View Orders with My Preferred Column Sets?

Customizing the Orders List Layout helps you to change and view the fields of your preferred choice in table format. The Orders List Layouts are used for displaying particular information according to your business requirements.

Note: In order to make your own list layout, your account requires the premium or enterprise plans.

Steps to View Orders with preferred Column Sets

1. Login and access to Orders App from Universal Navigation menu bar.
2. Click on “More (...)” icon -> “Settings” from the App header bar.
   
3. You will be redirected to the Settings page. Click on "Customize App -> List layout" from the Left navigation panel.
4. List layout page will be viewed. You will be having Overview list layouts. Click on Create button to create your own layout as per your business requirement.
   
5. Provide a name for the creating layout as per your choice according to your business. For instance: Orders List.
   
   
1. Choose the fields, For instance: " Order #", "Ordered Date ", "Need by Date", "Status", "Sales Rep",  "Currency", "Created by" from the “Please Choose” drop down as shown below:
   
6. The list layout is now successfully created. The fields can be removed or added anytime from the selection.

Now, that the preferred layout has been created, follow the steps below to view the Order by list layout.

Related Links

• Left Panel Views
• Customization