Customize the Order View

     
    The order view (Store > Orders) by default has the following fields:
     
    1. Search by order number
    2. Filter by status
    3. Apply button
    4. Display of:
      1. Action icons
      2. Order ID
      3. Customer name
      4. Order total
      5. Purchase date
      6. Status
    You may customize the order view to include other order information you find useful. Below, we guide you through the most common customization - adding a few extra columns to the order view.
     

    IMPORTANT VIEW TIPS

    1. Clone: If you are not familiar with Views, before making any changes to an existing view, we highly recommend that you "clone" the view and try out your changes on the clone version first.
    2. Saving changes: All changes you make to your view on the edit page are temporary until you click Save. For example, if you change the sort criteria and click OK in its window, the change will be lost if you leave the main view edit page without clicking Save. We highly recommend that you save your work frequently - especially when you see the message “All changes are stored temporarily. Click Save to make your changes permanent. Click Cancel to discard your changes.”
    3. Administrative names and descriptions: It will help you manage and identify your views and displays if you utilize the fields that allow you to add optional descriptions or names
    4. Apply options: When working in settings, always change the ‘For’ option from ‘All Displays’ to ‘This block (override)’ so that the changes you make only alter the block (or page) you are working on. The ‘Apply’ button should say “Apply (this display)”.
     
    Navigate to: Structure > Views > uc_orders (Orders) 
    The following customizations are for the ‘Admin page’ display.

    CUSTOMIZE THE STATUS FILTER

    By default, the status filter is set to display all ‘active’ orders - orders that are not ‘In-checkout’, ‘Canceled’ or ‘Abandoned’. Most likely the orders you would want listed here are those not yet completed. 
    1. Under ‘Filter Criteria’ select ‘Order: Order status (exposed)’
    2. Deselect - Active
    3. Select - Pending, Processing, Payment Received, Paypal Pending (if offering Paypal),Pending Warehouse and Shipped via Warehouse. If your site has custom order statuses, you should select those statuses as well.
    4. Select - Allow multiple selections
    5. Apply (this display)
    6. Save

    ADD A FILTER FOR EMAIL ADDRESS

    1. Under ‘Filter Criteria’ select ‘Add’
    2. Search for ‘Email’ and select ‘Order: Email Address’
    3. Apply (this display)
    4. On the configuration page, select ‘Expose this filter to visitors, to allow them to change it’
    5. Set the operator to ‘is equal to’
    6. Apply (this display)
    7. Save

    ADD THE SHIPPING METHOD TO THE DISPLAY

    1. Under ‘Fields’ select ‘Add’
    2. Search for ‘Shipping title’ and select ‘Ubercart order line item: Shipping title’
    3. Apply (this display)
    4. On the configuration screen, you may change the label for this column (optional)
    5. Apply (this display)
    6. Save

    ADD THE PAYMENT METHOD TO THE DISPLAY

    1. Under ‘Fields’ select ‘Add’
    2. Search for ‘Payment method’ and select ‘Order: Payment method’
    3. Apply (this display)
    4. On the configuration screen, you may change the label for this column (optional)
    5. Apply (this display)
    6. Save

    ADD YOUR STORE LOCATION TO THE DISPLAY

    If you have multiple store locations you may want to quickly identify the order pickup location.
    1. Under ‘Fields’ select ‘Add’
    2. Search for ‘Outlet’ and select ‘Order: Outlet Name’
    3. Apply (this display)
    4. On the configuration screen, you may change the label for this column (optional)
    5. Apply (this display)
    6. Save
     
    These are just a few of the most common customizations you can make to the order View. Scroll through the lists of available fields to see what else you might be able to add. Can’t find something you’re looking for? Just send us an email and we’ll let you know if it’s possible.