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SUPPLY: Order explorer

Orders is your home base for wholesale orders in SUPPLY — the explorer lists every order in your account and lets you filter, search, and act on them individually or in bulk. Learn more about creating and managing orders HERE!

This article contains:

Order Explorer

Click the Orders icon in the left sidebar. The list is filtered to display open orders by default, sorted reverse chronologically by creation date. Click any order to open its Order details page.

081126_SUPPLY_OMS_Order Explorer_Annotated

Click the Add order button in the far right to create a new order. 

Available filters
  • Search — matches order number, customer name, external PO number and notes.
  • Date range — filters by order creation date.
  • Customer (ANY/NOT) — filter for or exclude specific customers.
  • Order status (ANY/NOT) — Open, Closed, Canceled.
  • Fulfillment status (ANY/NOT) — Unfulfilled, Fulfilled – partial, Fulfilled, No fulfillment required.
  • Shipping status (ANY/NOT) — Pre-shipment, Ready for pickup, Ready for pickup – partial, Shipped, Shipped – partial, Delivered, Delivered – partial.
  • Payment status (ANY/NOT) — Unpaid, Invoice sent, Payment received – partial, Payment received, Payment overdue, No payment required.

How to use bulk actions in the Order Explorer

Need to update statuses or generate documents for several orders at once? Use the Select mode to bulk update your orders.

  1. Click the Select button, located to the left of the order count above the table.
  2. Checkboxes appear next to each order. In Select mode, clicking anywhere in a row selects that order — it won't open the order details page until you exit Select mode.
  3. Check the orders you want, or click Select all to select every order matching your current filters (not just what's visible on screen).
  4. Click the Bulk operation dropdown and choose an action:

081126_SUPPLY_OMS_Order Explorer bulk actions_Annotated 

Set shipping statuses

  • Choose a new shipping status from the dropdown and click Set status.
  • The shipping status updates on all selected orders, in both the Order Explorer and each order's detail page, and is logged in each order's History table.

Set payment statuses

  • Choose a new payment status from the dropdown and click Set status.
  • Updates all selected orders in both the Order Explorer and each order's detail page, and is logged in each order's History table.

Create invoices

  • The Create invoices modal displays two options for the invoice date:
    • Set invoice date (default) — pick one date to apply to all invoices being created. Defaults to today.
    • Use shipping date from order — uses each order's own shipping date; if an order has none, it falls back to a date you choose (defaults to today).
  • Either way, check Update orders' shipping dates if you also want the shipping date on the orders themselves updated to match — this is unchecked by default.
  • Choose a billing address (see Managing Winery Addresses in Settings). It pre-fills automatically if you only have one billing address saved, defaults to blank if you have several, and prompts you to add one in Settings if you have none — a billing address is required to proceed.
  • Click Create invoices. One invoice is generated per order and added to that order's Documents section; all invoices are downloaded to a zip file.

Create bill of lading

  • Opens the Bill of Lading form pre-populated with the SKUs and quantities from all selected orders combined into a single BOL. If multiple selected orders share the same SKU, those quantities are merged into one line.
  • The Ship to section pre-fills from the customer and shipping address on the first order in your selection.
  • Fill in any remaining details and click Create BOL. One Bill of Lading is generated and attached to every order you selected, and it downloads automatically.

Click Done at any point to exit Select mode — this hides the checkboxes and the Bulk operation dropdown. The Select mode workflow stays open even after you complete a bulk action, so you can run another one without re-selecting, until you click Done or navigate away.