> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/transactions-overview/navigate-order-history.md). # How to Navigate the Order History Page ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). ### Instructions **Opening the page:** 1. Navigate to [**SELL > View Orders**](https://control.peoplevine.com/orders). > **Note (Pro Dash):** Navigate to **Sell > Ecommerce > Order History**. The page title displayed at the top is **ORDER HISTORY**. **Top page actions:** A row of three buttons sits in the top-right of the page: | Button | What it does | | ---------------------------- | ------------------------------------------------------------------------------ | | **MANAGE ALERTS** (blue) | Opens the order alerts configuration | | **EXPORT DATA** (light blue) | Opens the **Build a Custom Report** page with sales data fields pre-toggled on | | **NEW ORDER** (green) | Starts a new order | **Using quick filters:** 2. Click any quick filter tab to pre-set the list. The tabs are arranged in two rows: > **Row 1:** ALL ORDERS · PAID NOT SHIPPED · LOCAL DELIVERY ORDERS · PICK UP ORDERS · SHIPPING ORDERS · COMPLETED ORDERS > > **Row 2:** PENDING ORDERS · MEMBER ORDERS · DISCOUNTED ORDERS · TAX REPORT > The same filter tabs are available when you click through to a customer's full order history from their CRM profile — they then apply within that customer's orders. **Using the filter panel:** 3. Use the filter panel below the quick filters to narrow results. Available filter fields: | Filter | What It Controls | | --------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Search Customer** | Search by member name or location | | **Search Order #** | Search by Peoplevine order number | | **Search External Order #** | Search by an external order ID synced in from a connected platform | | **User** | Filter by the user who placed or processed the order | | **Search Product** | Search by product name on the order | | **Pre-Defined Report** | Apply a saved report definition (default: All Orders) | | **Sort by** | How results are ordered. Options: Recent Orders (default), Oldest Orders, Requested On, Order Total (low to high), Order Total (high to low), Total Tax (low to high), Total Tax (high to low). | | **Order Channel** | Filter by source — eCommerce Orders, Point of Sale, Food & Beverage Flow, 3rd Party POS, Spa, Hotel. See: [How to Identify Where a Transaction Originated](/products/control-panel-overview/transactions-overview/identify-order-source.md). | | **Order Status** | Filter by order status — Processing, Completed, Refunded, Pending, Shipped, Cancelled. See: [Status Codes Reference](/status-codes-reference.md). | | **Delivery Type** | Filter by delivery type | | **Location** | Filter by business location | | **Date / Date through** | Date range | | **Per Page** | Results per page | 4. Two checkboxes sit below the filter panel: | Checkbox | What it does | | -------------------------------- | ----------------------------------------------------------- | | **Hide Walk-In Customer Orders** | Excludes orders associated with the Walk-In customer record | | **Hide $0 Orders in Process** | Excludes in-progress orders with a $0 total | 5. Click **APPLY** (black) to apply your filters. > **Note**: Additional filter options are available below the order list — see **Using Additional Order Filters** further down. **Reading the order list:** 6. The result count appears above the list (e.g., *"We found 28 orders matching your filters."*). The list shows the following columns: | Column | What It Shows | | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Order #** | Order number | | **Check** | Check number, when applicable | | **Date** | Order date and time | | **Order Channel** | Source channel (e.g., "via Portal", "via SPA", "via POS") with the location and a sub-line describing the type and item — for example, "Event - April 2026 Member Mixer - regular tickets", "Activity - ...Appointment", "Spa - ...Appointment", "Product - Eggs Benedict" | | **Status** | Order status — e.g., `purchase` with a `completed` (green) sub-badge | | **Location** | Business location of the order | | **Photo** | Customer photo | | **Customer** | Customer name and phone number | | **Order Total** | Order amount plus a status badge — **Paid in Full** (green), **Invoiced** (blue), **Due: $X.XX** (orange), **completed** (gray), or **Cancelled** (red). Discount appears as **DISC: $X.XX** in red. | | **Options** | Action buttons per row: **VIEW** (blue) opens the order receipt — see [How to Read an Order Details Page](/products/control-panel-overview/transactions-overview/read-order-details.md); **VERIFIED** (green) marks the order as fulfilled; **PULLED** appears once verified. A `(Status: completed)` note appears below the **VIEW** button when the order is complete. | **Reading the Order Stats and Revenue summary:** 7. Below the order list, three summary blocks appear side by side: **Order Stats (all pages)** — totals across the entire filtered result set: * `Total Orders` — count **Orders (this page)** — counts grouped by status, with `(Due: $X.XX)` showing outstanding amounts where applicable: * `Completed` * `Processing` * `Pending` * `Cancelled` **Revenue (all pages)** — dollar totals across the entire filtered result set, grouped the same way, with a sub-breakout under Completed: * `Completed` ($X.XX) (Due: $X.XX) * `Tax Collected` * `Discounts Applied` * `Processing` * `Pending` * `Cancelled` **Using Additional Order Filters:** 8. Below the summary blocks, an **Additional Order Filters** section provides three more groups of filters as checkboxes: **Orders with Status** — include orders that have any of these statuses applied: > Paid · Verified · Pulled · Shipped · Completed · Followed Up · Returned · Modified **Orders without Status** — exclude orders with any of these statuses: > Paid · Verified · Pulled · Shipped · Completed · Followed Up · Returned · Modified **Reports** — toggle reporting/display options: | Option | What it does | | ---------------------------------------- | ------------------------------------------------------------- | | **Generate Tax Report** | Generate a tax report from the current filtered set | | **Display Shipping, Tax, and Discounts** | Show shipping, tax, and discount breakouts in the result list | | **Show Orders with Over/Under** | Show orders flagged as over or under the expected amount | | **Only show orders with a balance due** | Restrict to unpaid / partially paid orders | | **Only show orders that were overpaid** | Restrict to orders where payment exceeded the order total | | **Show non-member orders** | Include orders not linked to a member | | **Show member orders** | Include orders linked to a member | | **Show discounted orders** | Restrict to orders with a discount applied | | **Resync orders** | Re-trigger sync for the matching orders | 9. Click the **APPLY** button (light blue) inside the Additional Order Filters block to apply these settings. **Cancelling an order:** 10. To cancel an order, open the order receipt and use the **CANCEL ORDER** action — see: [How to Cancel an Order](/products/control-panel-overview/refunds-adjustments-overview/cancel-order.md). **Exporting:** 11. Two export paths are available from this page: * **Top-of-page EXPORT DATA** button — opens the Build a Custom Report page with sales data fields pre-toggled on. * **Export Data section** (bottom of page) — labelled *"Select from one of the following reports to export your data:"* — exposes pre-defined export buttons that vary by tenant configuration. Examples: **ORDERS SCHEDULED TO SHIP**, **ORDERS PLACED IN \[CURRENT MONTH]**. ### What Happens Next * **Open a single order**: [How to Read an Order Details Page](/products/control-panel-overview/transactions-overview/read-order-details.md) * **Find the linked transaction**: [How to View an Order's Associated Transaction](/products/control-panel-overview/transactions-overview/view-order-transaction.md) * **Identify where an order originated**: [How to Identify Where a Transaction Originated](/products/control-panel-overview/transactions-overview/identify-order-source.md) * **Member-scoped order list**: [How to View a Member's Orders](/products/control-panel-overview/transactions-overview/view-member-orders.md) *Last updated: 2026-05-29* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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