Download page About Order Management User Interface.
About Order Management User Interface
When you launch the Order Management user interface, the Orders page is displayed. The Orders page is the starting point of various functions in the application. It enables you to access the list of orders; and perform activities like Searching, Filtering, Sorting, View Settings, and Pagination.
Number
Description
1
A list of orders with default column view. If you are a new user accessing the Orders UI on the Conga platform the first time, you see a blank page. You can see the following columns as default view settings:
Order Number
Name
Bill To
Order Start Date
Order End Date
Order Amount
Status
Quote/Proposal
Created Date
Modified Date
2
Default and personalized column list view.
3
Basic Search to retrieve required orders using order number or order name as search parameters.
To search an order number, enter the exact order number in the search box.
To search an order name enter the search term in the search box.
4
Advanced filter to achieve greater selectivity and granularity in the basic search results.
5
View settings to change the default column view.
6
Pagination to set the number of rows to display on the page. By default, you can sort 10, 20, 30, 50, and 100 orders per page using theRows per pagedrop-down. This feature works in association with the search and filter functions to display search records per page. You can use the<and>buttons to move to the next or the previous pages. You can also jump to a certain page using the page search component.
7
Export icon to export the file in CSV or Excel format.
