View and filter orders

The order listing is where you find any sale that came into your store, filter it, and open its detail to edit, export or cancel it.

Step by step

1. In the side menu, go to Sales → Orders.
2. The date picker is at the top left. By default you see the last 30 days: if you are looking for an older order, widen the range before anything else.
3. Use the search box to filter by order number, customer, observations, total, point of sale or trade name.
4. Use the selectors under each column header to filter by payment status, tracking, classification, seller, payment method, shipping and pre-order.
5. Click any row to open the order detail.

The listing columns

• No. — the order number. The listing starts sorted by number, newest to oldest.
• ERP — only if you have an ERP connected. Shows the result of the last sync attempt.
• Customer — the buyer's company name and details.
• Total — with the order's frozen tax, plus the item count underneath.
• Online payments — only if you have MercadoPago connected. Shows ACREDITADO, EXCEDENTE, INCOMPLETO or RESUELTO.
• Tracking — the current status with its color. If the order has an assembly in progress or finished, an extra badge appears below the chip.
• Pre-order — new stores only.
• Classification — the customer's classification.
• Seller — the seller assigned to the customer.
• Payment Method and Shipping — sortable by clicking the header.

A cancelled order shows struck through and in red across the whole row.

What the search box searches (and what it does not)

The search box covers these fields: customer, order number, observations, total, point of sale and the customer's trade name.

It does not search products. You cannot type "brushes" and see who bought brushes. That is what the sales report is for: it emits one row per product sold in the date range, and there you do find the product and the customer who bought it.

The two report buttons in the top bar

Both generate a Google spreadsheet for the selected date range and open it in a new tab.

• Share (share icon) — generates the sales report: a spreadsheet with one row per product sold in the period.
• Export (cloud-with-arrow icon) — generates the spreadsheet of all the orders in the range. This is the one you reach for when someone asks for "an Excel with all the orders".

Next to them is Refresh, which re-requests the listing from the server.

If you click and nothing happens, it is almost always the browser's pop-up blocker: since the spreadsheet opens in a new tab, the blocker kills it silently. Allow pop-ups for your domain and try again.

The buttons in the order detail

In the bar at the bottom of the order:

• Excel — downloads the order as a spreadsheet. If your account has a custom exporter configured, you will see a single button in that format instead (CSV or your carrier's name). The two buttons never appear together: it is one or the other.
• Delivery Note and Label — generates a spreadsheet with three sheets: PEDIDO, ETIQUETAS PARA CAJAS - ENVIOS and REMITO NO OFICIAL.
• Send to ERP — pushes the order to the ERP on demand. Only appears on accounts that have it enabled, not on every account with an ERP configured.
• Edit order — enters edit mode. It does not appear if the order is cancelled.
• Resend — sends the buyer the confirmation email again. Administrators only.
• Repeat Order — opens the New order screen with this order's items already loaded. It does not create the order: you still have to confirm it.
• Send (WhatsApp) — opens WhatsApp with the order detail formatted for the customer's phone.

In the header at the top, depending on the order's state, Assemble, Release delivery, Cancel order and Reactivate order appear.

Editing an order

1. Open the order and tap Edit order at the bottom.
2. Change quantities, add or remove products, adjust the discount, the surcharges, the observations and the internal notes.
3. Save. Before the change is applied, the confirmation "Confirm MODIFY order?" appears with the Send notification email to customer checkbox, ticked by default.
4. If you do not want the buyer to get the notice, untick that box before confirming.

If the only thing you touched is the Internal Notes, the system takes a different path: it saves the note and stops, with no email and no recalculated totals.

The Delivery Address cannot be changed from the order edit. It is chosen at creation and stays fixed after that.

Cancelling an order and reversing the cancellation

1. Open the order and tap Edit order.
2. The red Cancel order button appears at the top right.
3. Confirm. The order is marked as Anulated, the products go back into stock, any coupon used is released and the notice is sent to the buyer.

To reverse it, open the cancelled order: at the top right you will see the green Reactivate order button. On confirmation, the order returns to active and the items' stock is deducted again. If putting that stock back would leave your stock negative, the system rejects the operation.

An order can never be deleted. No button and no path removes an order from the database: they are sales history and are kept forever. For a test order or a sale that never closed, the answer is to cancel it and filter cancelled orders out of your reports.

Internal notes and observations

Internal Notes are only edited in edit mode and never reach the buyer. They are for agreements, seller notes or your team's logistics details. Observations are what the customer left when building the order, and they can also be edited.

The commercial conditions alert

If the buyer changed something at checkout that was already agreed on their record, the order detail shows a red box inside the customer card with the text:

The customer requested changes to the previously agreed commercial conditions.

Below it, the detail of each change appears, with the old value struck through and the new one highlighted in yellow.

Only three things trigger the alert: the payment method, shipping or pickup, and the customer's Public Information. Choosing a different delivery address does not trigger it.

This alert lives in the order detail, not in the listing.

If you cannot find it

• You cannot find an order. Widen the date range: the listing starts at the last 30 days.
• You cannot see the ERP column. It only appears if you have an ERP connected.
• You cannot see the online payments column. It only appears with MercadoPago connected.
• You cannot see the Pre-order filter. It is exclusive to the new stores.
• You cannot see the Resend button. It is administrators only.
• You cannot see Edit order. The order is cancelled.
• You cannot see Send to ERP. That button is enabled per account, not by having an ERP configured.
• The reports do not download. It is the pop-up blocker: they open in a new tab.