Step-by-Step: Add a Column to the Orders Tab
1. Open Display Settings
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In any Orders tab (e.g., New Orders, Posted Orders), look for the three dots (...) in the bottom-left corner of the view window.
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Hover over the three dots to reveal the Display Settings popup.
Any view with these dots can be customized—including Archived, Error, and Scheduled tabs.
2. Add or Remove Columns
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Once the Display Settings panel opens, you'll see a list of available columns.
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Columns that are checked are already displayed in the grid.
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Check a box to add a new column or uncheck it to remove an existing one.
3. Reorder the Columns
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Click and hold the six dots (⋮⋮⋮) next to any column name.
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Drag it up or down to adjust the column’s position in the view.
4. Customize for Any Tab
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Use the Select Tab drop-down in the Display Settings to choose which Orders tab you'd like to customize (e.g., Error, Scheduled, etc.).
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Each tab view has its own column settings.
5. Adjust Default Sorting
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Use the Default Sort By drop-down to select which column should control the sorting order (e.g., Order Date, Order Number).
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Then use the Default Sort Order drop-down to choose between:
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Ascending (A-Z, Oldest First)
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Descending (Z-A, Newest First)
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6. View the Changes
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Once you've selected your preferred columns and sort options, the Orders tab will immediately update to reflect your changes.
These settings are saved per view, so each Orders tab can be customized independently.
