Skip to main content

Orders at a glance

The Orders panel gives a status breakdown of wholesale orders placed within the selected reporting period. At the Dashboard level these are summary counters only; the full order-level detail—line items, fulfillment status history, payment terms, and company attribution—is covered in the Orders module documentation.

Use View all on the panel to open the full Orders screen when a headline count needs investigation.

:::info Full Orders guide Step-by-step workflows live in Orders → Overview. This page defines Dashboard terms only. :::

Terms on the Orders panel

TermDefinition
Total ordersThe count of all B2B orders placed in the selected period, across every status.
Pending ordersOrders that have been placed and confirmed but have not yet been fulfilled or shipped.
Fulfilled ordersOrders that have completed fulfillment—shipped, delivered, or otherwise marked complete.
Cancelled ordersOrders that were cancelled after being placed, whether by the customer, the sales rep, or an admin.
View allShortcut to the main Orders screen where these headline counts tie to individual orders.

Row icons (clipboard, clock, checkmark, X) are visual cues; the counts and View all link are what you act on day to day.