​

Order History

Order History shows the orders created by your restaurant company. Use it to review previous orders, find drafts and scheduled orders, check order status, open order details, export the order list, and archive orders that no longer need to appear in the active list.

​

What Order History is used for

Use Order History when you want to:

• Review previous orders
• Find a draft or scheduled order
• Check the status of an order
• See which vendor an order belongs to
• Check the delivery location used on an order
• Review delivery or estimated delivery dates
• See whether order items still need inventory transfer
• Open full order details
• Export the order list as CSV
• Archive orders you no longer need in the active list

​

Access Order History

To open Order History: If you manage multiple companies or locations, make sure the correct company is selected before opening Order History.

​

What the table shows

The Order History table shows orders for the selected company. Each row represents one order.

​

Order statuses

Order History supports several order statuses. Status names may appear as badges in the table.

​

Search orders

Use the search field to find orders quickly. Search is useful when you know part of the order information, such as:

• Order number
• Vendor name
• Vendor contact
• Delivery location
• Other searchable order text, depending on available order data

The search updates automatically after a short delay. The result count is shown in the search field area.

​

Filters

Order History supports several filters. Click Add filter to show optional filters such as delivery date, created date, or delivery location. Click Clear all to reset filters.

​

Saved filters

Order History can remember filters for the selected company. When you navigate away and return, your previous filters may still be applied. The search text itself is temporary and is not treated as a permanent saved filter. Use Clear all if you want to return to the default view.

​

Vendor filter

Use the Vendor filter to show orders for a specific vendor. The filter can include:

• Connected vendor companies
• Vendor contacts

This helps when you want to review all orders related to one supplier.

​

Status filter

Use the Status filter to focus on a specific order workflow. Common examples: You can select more than one status at the same time.

​

To transfer filter

Use To transfer to find orders with products still waiting to be transferred into inventory. This is useful for inventory workflows when received or ordered products still need to be posted into stock. The Transferred column shows a visual indicator:

​

Delivery date filter

Use the Delivery date filter to find orders by delivery period. This is helpful when you want to review orders delivered or expected during a specific week, month, or accounting period.

​

Created date filter

Use the Created date filter to find orders based on when they were created. This is useful when you remember when an order was placed but not when it was delivered.

​

Delivery location filter

Use the Delivery location filter to show orders for one location. This is useful for:

• Multi-location restaurants
• Central kitchens
• Storage-specific purchasing
• Delivery-location reporting
• Reviewing orders for one branch

​

Sorting

Some columns can be sorted. Sortable columns include:

• Order #
• Date
• Delivery date
• Estimated delivery
• Items
• Total

Click a sortable column header to change the sort direction. Sorting resets the table to the first page.

​

Pagination

Order History is paginated so it stays fast even with many orders. You can change:

• Current page
• Page size

The default page size is 20 rows.

​

Table view options

Use table view options to show or hide available columns. For example, Estimated delivery is hidden by default but can be enabled if you need it.

​

Open order details

Click an order row to open the full order details. The detail view can show saved order information such as:

• Order number
• Vendor or vendor contact
• Products
• Quantities
• Product information
• Delivery location
• Order message, if one was added
• Order status
• Order date
• Estimated delivery date
• Delivery date, if available
• Total value, where visible

Orders linked to a vendor can open in a vendor-specific order detail view. Orders created from My Inventory open in the My Inventory order detail view.

​

Draft and scheduled orders

Draft and scheduled orders can appear in Order History. Use the Status filter to find them. Depending on available actions in the order detail view, you may be able to:

• Review a draft
• Send a draft
• Review a scheduled order
• Change a scheduled time
• Send a scheduled order immediately

Only draft and scheduled orders can usually be changed before sending. Orders that have already been sent cannot be edited in the same draft workflow.

​

Export Order History as CSV

Use the CSV button to download the order list. The CSV export follows the active filters. For example, if you filter by vendor, status, delivery location, or date range, the CSV download uses those filters.

​

Archive orders

You can select one or more orders and archive them. Archived orders are removed from the active Order History list. Archiving does not necessarily delete the order permanently. It removes it from the normal active order view. If one order is selected, the confirmation dialog shows the order number. If multiple orders are selected, it shows the number of selected orders.

​

Archived orders

Archived orders are hidden from the regular active Order History view. Existing information stays associated with the order. Use archiving when an order no longer needs to appear in your active list.

​

Company-specific order history

Order History belongs to the selected company. If you manage multiple companies or locations:

1. Switch to the correct company
2. Open Order History
3. Review orders for that company only

Orders from one company are not automatically shown in another company’s Order History.

​

Multi-order note

The uploaded frontend scripts show dedicated multi-order pages as placeholders. For now, this page focuses on the active Order History table and My Inventory order detail behavior.

​

Common workflows

​

Find a draft order

1. Open Order History
2. Open the Status filter
3. Select Draft
4. Click the order row to open details

​

Find scheduled orders

1. Open Order History
2. Open the Status filter
3. Select Scheduled
4. Review the listed orders

​

Find orders for one vendor

1. Open Order History
2. Use the Vendor filter
3. Select the vendor or vendor contact
4. Review the matching orders

​

Find orders for one delivery location

1. Open Order History
2. Click Add filter
3. Select Delivery location
4. Choose the location
5. Review the matching orders

​

Find orders that still need inventory transfer

1. Open Order History
2. Enable To transfer
3. Review rows with the transfer indicator
4. Open the order to review details

​

Export a filtered order list

1. Open Order History
2. Apply the filters you need
3. Click CSV
4. Open the downloaded CSV file

​

Archive old orders

1. Open Order History
2. Select one or more orders
3. Click Archive
4. Confirm the dialog

​

Best practices

​

Troubleshooting

​

Related pages