Advanced vs Simple View for Orders Page | Overview

Each business is unique, requiring workflows just as unique to maximize efficiency. That is why ShippingEasy provides two options for using the ORDERS page: Advanced View and Simple 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 Simple View is pared down. It supplies the essential tools for managing orders and preparing shipments.

To switch between the Advanced and Simple views, locate the More button at the top of the order list.

Features Unique to Each Mode: Advanced View vs. Simple View

Feature
Advanced View
(Preview the Advanced View)
Simple View
(Preview the Simple View)
Quick Actions
Options to add manual orders and upload orders via CSV file are displayed under Add Orders.

add_orders_dropdown.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_add_orders.png

Option to Buy Labels directly from the ORDERS page. Learn more.

buy_label_grey.png

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

allocate_deallocate.png

This feature is not available in Simple View.
Filters More available:
  • Rate
  • Shipping Selection
  • 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:
  • Rate
  • Shipping Selection
  • Date Range
  • Age
  • Zone
  • State
  • Weight
  • Stock Allocation
  • Quantity
  • Recipient
  • Category
Columns More configured by default:
  • Store
  • Order Number
  • Date
  • $Total
  • $Shipping
  • Qty
  • Item Name
  • SKU
  • Weight
  • Zone
  • Address Type
  • Recipient
  • Req. Service
  • Status
Less configured by default:
  • Order Number
  • Date
  • $Shipping
  • Qty
  • Item Name
  • SKU
  • Weight
  • Zone
  • Address Type
  • Recipient
  • Custom Field 1

Features Universal to Both Advanced View and Simple View

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

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

search_box_orders_page.png

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

all_orders_highlighted_orders_page.png

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

results_per_page.png

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

create_shipment_group_as_batch_pick___pack.PNG

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

Actions can be applied in bulk.

more_button_expanded_orders_page.PNG

Or applied to individual orders.

more_arrow_button_expanded.PNG

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