The Orders tab gives sales reps a single place to see their full order history and review orders as they come in, so nothing slips through and no sales or profit dollars are left on the table.
Previously, reps reviewed orders through the Orders tab on an individual customer, or through the order insights card available only on mobile in the For You Page. The Orders tab brings a rep's entire order history together in one view.
Note: The Orders tab is available on web today. Tablet and mobile support is coming soon.
Key Benefits
Every order in one place: See your complete order history, including both on Pepper and off Pepper orders, without opening individual accounts.
Quick review: Click into any order to check the details so you can catch issues or opportunities as orders come in.
Invoices on hand: Print the invoice PDF directly from an order when one is associated.
How It Works
Step 1: Open the Orders tab
Select the Orders tab in Sales Hub. You will see your entire order history, including on Pepper and off Pepper orders.
Step 2: Find the orders you need
Three controls sit at the top of the page.
Search. Type a customer name or ID into the search box to jump straight to one account's orders.
Date. Choose how far back you are looking:
All dates shows your full history and is selected by default.
Date range narrows to a window you pick.
Status. Filter to one kind of order:
Drafts: Orders someone has started but not submitted. See Working with draft orders below.
Placed: Orders that have been submitted.
Fulfilled: Orders with a fulfillment date in range.
Date and status work together, so you can pull up the drafts started this week or the orders fulfilled last month. On Drafts, the date range filters by when the draft was started rather than when it was placed.
Step 3: View order details
Click into any order to open its details.
Step 4: Print the invoice
If an order has an associated invoice, you can print the invoice PDF from the order details.
Working with draft orders
A draft is an order in progress. Someone has started building it and has not submitted it.
Drafts come from two places, and both show up in this list:
Storefront. A customer started a cart in their ordering app and stopped partway.
Sales rep order entry. A rep started an order on the order entry page and did not submit it.
More and more customers place their own orders through Storefront, which means a rep's day now includes carts they never touched. Filtering to Drafts before cut-off is the fastest way to see which customers are mid-order and which ones need a nudge.
Opening a draft
Drafts sort by when they were started, with the most recent first.
Click into a draft and what you see next depends on where it came from:
Order entry drafts show a button that takes you straight to the order entry page to pick it up.
Storefront drafts show a banner asking you to switch to Storefront and select the customer. You cannot open a Storefront draft directly from this page today.
Things to Know
The Orders tab is available on web today. Tablet and mobile support is coming soon.
The tab shows both on Pepper and off Pepper orders.
Order statuses include granular labels such as Sent, which represents placed orders that have not been fulfilled yet.
Open and draft orders are not shown on this page yet. For now, draft orders appear in the order insights on the For You Page. Support for open and draft orders on the Orders tab is planned for a future update.