Managing Orders

Once orders are in Glacis, you can view, filter, edit, and track them from one place. This page covers how to work with your orders day to day.

Viewing your orders

1. In the left sidebar, expand your team and click Orders.

2. The order list opens, showing all orders for that team.

You can switch between two views using the layout toggle in the top-right:

• Card Layout — shows orders as cards with key details, status badge, and progress bar. You can group cards by Order or by Shipment Breakdown.

• Table Layout — shows orders in a sortable, filterable grid.

Searching and filtering

• Use the search bar at the top to find orders by number, name, or keyword.

• Click Filter to narrow results by status, date range, supplier, or other fields.

• Save a custom filter as a named view for quick access later.

Tip: Saved views appear in the view selector dropdown on the left. Create views like "Open POs" or "Overdue Deliveries" to jump to the orders you care about most.

Order detail view

Click any order to open its detail page. The page has two main views:

Details view

The default view with two sections:

Left sidebar navigation:

• Order Details — the main information about the order

• Shipments — shipments linked to this order

Main content area:

• Order header with the order name, number, and status badges

• Order fields (supplier, dates, incoterm, addresses)

• Order Items table showing products, quantities, unit prices, tax rates, and totals

Right sidebar:

• Activity Trail — a timeline of events and updates on this order

Execution view

If the order has an SOP (operating procedure) or document checklist assigned, you'll see an Execution tab at the top of the order. Click it to switch from the Details view.

Note: If no SOP or checklist has been assigned, you won't see the Execution tab at all.

The Execution view has two columns:

Operating Procedures (left, larger):

Each assigned SOP appears as a card showing the SOP name, assignee, and a vertical timeline of steps. Each step displays:

• Status indicator — a visual icon showing where the step is:

  • Green checkmark = Completed

  • Blue pulsing dot = In Progress

  • Red alert icon = Failed

  • Numbered dashed circle = Planned (not yet started)

  • Gray circle = Cancelled or Skipped

• Step name and description

• Assignee, Reviewer, and Contact (if set)

• Action buttons that change based on status:

  • Planned steps show Start

  • In Progress steps show Complete and Mark as Failed

  • Failed or Cancelled steps show Move to Planned (to retry)

Click any step to expand it and see its activity timeline — document checklists, tasks, and workflow executions tied to that step.

Document Checklist (right, smaller):

Shows the documents needed to complete this order — invoice, packing list, bill of lading, etc. Each item is an expandable accordion with a status indicator (completed, pending, or cancelled).

Tip: The Execution view is where you'll spend most of your time on active orders. It shows you exactly where things stand and what needs to happen next. For more on how SOPs work, see How to Create an SOP.

Order header and status

The sticky header at the top of every order shows:

Order info:

• Order display name and number

Status badges:

Order state:

Quick-access buttons (top right):

• Tasks — opens a panel showing tasks related to this order (with count)

• Emails — shows email threads linked to this order (with count)

• Documents — shows documents attached to this order (with count)

• Share — share this order with others

• Edit — open the order for editing

How to edit an order

1. Open the order and click Edit in the top-right corner.

2. Update any fields — the form is the same as when creating an order.

3. Click Update Order to save your changes.

You can edit the order type, dates, addresses, line items, and all other fields.

Exception alerts

If an order has active exceptions (e.g., a delayed shipment or a missing document), you'll see an orange alert banner at the top of the order:

• The alert shows the exception name and notes

• Click Mark as Solved to dismiss the exception once it's resolved

Order types

Orders in Glacis are identified by type:

The order type affects which fields are shown — for example, POs show a Supplier field, while SOs show a Customer field.

What's next

• Creating Orders — create orders manually, from email, or in bulk

• Order Fields and Statuses — detailed reference for every field

• Managing Shipments — track deliveries linked to orders

Need help?

If you have questions or run into issues, we're here to help:

• Chat with us — use the support widget in the bottom-right corner of Glacis

• Email — reach us at support@glacis.com