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Advanced View vs Standard View: Differences Between ORDERS page modes

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Each business is unique, requiring workflows just as unique to maximize efficiency. That's why ShippingEasy provides two options for using the ORDERS page: Advanced View and Standard View.

As the names suggest, Advanced View features all the bells and whistles. It boasts every ORDERS page tool available in ShippingEasy. In contrast, the Standard View is pared down. It supplies the essential tools for managing orders and preparing shipments.

To switch between the Advanced and Standard views, locate the Advanced View switch in the bottom left corner of the ORDERS page, and toggle on or off.
Orders_page_-_advanced_view.png

Features unique to each mode:

Feature
Advanced View
(Preview the Advanced View)
Standard View
(Preview the Standard View)
Quick Actions
Options to add manual orders and upload orders via CSV file are displayed as small links.

Advanced_add-upload.PNG

More visible options to add manual orders and upload orders via CSV file. These are featured within the grey buttons, "Add an Order" and "Upload Orders (CSV)".

Simple_View_buttons.PNG

Option to Buy & Print labels directly from the ORDERS page. Learn more.

Buy___print.PNG

This feature is not available in Standard View.
Option to allocate stock to orders, used by Inventory Management subscribers. Learn more.

allocate.PNG

This feature is not available in Standard View.
Filters More available:
  • Store
  • Status
  • Destination
  • Date Range
  • Age
  • Zone
  • State
  • Address Type
  • Weight
  • Stock Allocation
  • Product SKU
  • Product Tags
  • Custom Fields
  • Quantity
  • Recipient
  • $Rate Quote
  • Category
  • Order Tags
  • Packing Slip
  • Notes
Less available:
  • Date Range
  • Age
  • Zone
  • State
  • Weight
  • Stock Allocation
  • Quantity
  • Recipient
  • Category
Columns More configured by default:
  • Store
  • Order Number
  • Packing Slip Printed
  • Date
  • Age
  • $Total
  • $Shipping
  • Qty
  • Item Name
  • SKU
  • Warehouse/Bin
  • Weight
  • Zone
  • Address Type
  • Recipient
  • Req. Service
  • Status
  • Est. Delivery
  • Allocated
Less configured by default:
  • Order Number
  • Date
  • $Shipping
  • Qty
  • Item Name
  • Weight
  • Zone
  • Recipient
  • Edit
  • Actions

Features universal to both modes:

In both views, the columns can be customized by adding or removing what you need. Learn more.

arrange.PNG

Orders can be searched by order number, recipient, and keywords. Learn more.

Search.PNG

There is an option to filter orders by the assigned user, for accounts with multiple user logins. Learn more.

all_vs_my_orders.png

The number of orders displayed per page can be changed and set to a default. Learn more.

Results.PNG

Several quick action buttons are universally available. Learn more about each option:

Universal_buttons.PNG

In addition, many actions can be applied to orders, in both views.

Actions can be applied in bulk.

Or applied to individual orders.

one_more.PNG

 


Related articles:

Overview: ORDERS page (Advanced View)
How to: Turn on Advanced View on the ORDERS page

Overview: ORDERS page (Standard View)
How to: Turn on Standard View on the ORDERS page

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