Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

After you have created your orders, you can view them on the My Orders page and edit the order details by clicking on the linked order name wherever it appears on the site.

Table of Contents
minLevel1
maxLevel7
typeflat

View all orders

Click an image to view at full size.

Image Removedlibrary_order_views.pngImage Added

To view a list of all your orders, click My Orders on the global navigation bar.

Buyers

If you're a buyer, you have a number of views to help filter the orders that can choose to display on your the orders page:

  • Orders orders you have created; or

  • Orders orders created by other users in your CataList account

Image Removed
  • .

CataList offers a number of ways for buyers to filter the orders table to make it easier to find specific orders, including:

  • Search box – Type a search term (such as the name of the order, the name of the order’s creator, a purchase order number, etc.) into the search box to display orders that contain that word or phrase.

  • Tags – Click a tag in the Tags column to display only orders to which that tag has been applied. Select additional tags to further limit results to orders that contain both tags. Learn more about tags.

  • Hide closed orders – Click the “Hide Closed orders” checkbox to prevent any closed orders from displaying on the page.

sales_rep_my_orders.pngImage Added

Sales reps

If you're a sales rep, your orders page will display:

  • Orders orders that buyers have submitted to you; or

  • Orders orders that you have created on behalf of your buyers.

To help locate specific orders, sales reps can use the search box to find orders by keyword or phrase, or choose to hide closed orders. Tag filtering is not available for sales reps.

A notification icon next to the My Orders link indicates that you have received new orders. New orders that you have not opened or exported yet will be bolded.Both buyers and sales reps may choose to hide Closed orders on the page.

View order details

Image Removedretailer_view_order_export.pngImage Added

To view the contents of any order, click on the linked order name anywhere you see it displayed on the site.

Orders can have an Open or Closed status:

  • Open Order quantities and order details can be edited.

  • Closed Edits cannot be made. If you need to make a change to a Closed closed order, reopen the order.

  • Closed and Submitted to rep Edits cannot be made, and the order cannot be reopened.

When you view the order details, you can do the following:

  • Edit the order details

  • Add or edit tags to help you find the order later

  • Add titles to the order by ISBN

  • Add notes specific to an ISBN in the order

  • Close, export, or submit the order

See Edit order details and quantities for more information.

Info

Authorized buyer access

As a buyer, you can see the orders created by other users in the account but you may not view or edit the order quantity for any stores where you are not an authorized buyer. Learn more about authorized buyers.

More resources

Page Tree
rootOrdering
startDepth1