Conga Product Documentation

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Orders Management

You can see the order details of your orders after logging into Partner Commerce. My Orders page lists all the orders that you are working with for the selected account. You can also see the total order number and amount at the top of the My Orders page. The total order number and amount will change depending on the filter applied.

Note:

The List Orders API with the appropriate parameters is used to retrieve the selected account's order data.

Note: The translation feature supports multilingual static labels on the Orders pages. Labels automatically reflect the user's locale and configured language settings.​

View Summary Chart

You can view the summary chart for all of the orders that are placed. You can also customize the chart by applying the advanced filters. Orders by Status (bar chart) and Order Amount by Status (pie chart) charts are available with out-of-the-box template. Hovering the mouse over a status displays the quantity and amount for that status.

Search for an order

You can search for the order to refine the order list. Enter a keyword related to the name. It displays all orders that contain that keyword.
Note:

The List Orders API with the filter parameter is used to search for the particular order.

For example: https://<URL_of_the_Instance>/api/order/v1/orders?filter=eq(SoldToAccount.Id:'<soldtoaccountID>')&sort=DESC(ModifiedDate)&filter=LIKE(Name:'Test')&Page=1&limit=10

Sort the order list

You can sort the order list by clicking the column names.

Set pagination

You can specify how many orders should be displayed on a single page. To enable pagination, go to the per page field on the top right bar and select a value from 10, 20, 30, or 40 orders per page.

Filter the order list

You can sort the order list by clicking the filter icon. The Advanced Filters pop-up appears. You can filter the order list based on the following fields. You can also add multiple filter criteria by clicking the Add Criteria button.
  • Bill To
  • Created Date
  • Order Amount
  • Status

Note:

The List Orders API with the filter, page, limit, and sort parameters is used for sorting, pagination, and filtering.

For example:

https://<URL_of_the_Instance>/api/order/v1/orders?filter=eq(Status:'Draft')&filter=eq(SoldToAccount.Id:'<soldtoaccountID>')&sort=DESC(ModifiedDate)&Page=1&limit=10



Note: You can click the Order Number or Name link to open the order details page.

As an experienced buyer, you can also use the Quick-Add () button to add multiple products to the cart and create quotes and orders quickly. For more information, see Using CTA (call-to-action) button.