Comprehensive Guide to Managing Orders: Viewing, Editing, Downloading, and Deleting Orders

9 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Orders" to Access the Orders Page

  • Navigate to the left sidebar and click on the "Orders" link.
  • This will direct you to the Orders page, where you can view all order details.
  • The page displays a table with columns such as Order Number, Client, Total, Order Date, Status, and Action.
  • You can also see options to Add New Order or Export the order list.

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STEP 2: Click on "Option Menu" to Access Order Details

  • Click on the highlighted "View" link in the Actions column to access detailed information about the selected order.
  • Ensure you are on the Orders page to see the list of orders.
  • Review the order details that appear after clicking the link for further actions.

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STEP 3: Click on "Download" to Retrieve Order Details

  • Locate the "Download" option in the Actions column of the orders table.
  • Click on the "Download" link to initiate the download process for the selected order.
  • Ensure that you have the necessary permissions to download the order details.
  • Check your downloads folder for the retrieved file after clicking.

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STEP 4: Click on "Option Menu" to Access Order Actions

  • Locate the "View" link in the Actions column of the order table.
  • Click on the highlighted area (red border) to open the option menu.
  • Review available actions for the selected order.
  • Proceed to the next step by clicking "Edit" if needed.

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STEP 5: Click on "Edit" to Modify Order Details

  • Locate the "Edit" option in the Actions column of the orders table.
  • Click on "Edit" to open the order modification form.
  • Ensure all required fields marked with an asterisk (*) are filled out.
  • Review and update any necessary order information.
  • Save changes to apply the updates.

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STEP 6: Click on "Option Menu" to Access Order Actions

  • Locate the "View" button in the Actions column of the order table.
  • Click on the highlighted area (indicated by the red border) to open the options menu.
  • Review available actions for the selected order.
  • Proceed to the next step by clicking "Mark as complete" when ready.

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STEP 7: Click on "Mark as complete"

  • Navigate to the "Orders" section.
  • Locate the order you wish to update.
  • Click on the "Mark as complete" link in the Actions column.
  • Confirm the action if prompted to finalize the update.

This will change the status of the selected order to completed.

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STEP 8: Click on "Option Menu"

  • Locate the "Option Menu" icon in the Orders table.
  • Click on the icon to reveal additional actions for the selected order.
  • Ensure you have the correct order highlighted before proceeding.
  • Review available options to manage the order as needed.

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STEP 9: Click on "Delete" to Remove an Order

  • Navigate to the "Orders" section.
  • Locate the order you wish to delete.
  • Click on the "Delete" option in the action menu for that order.
  • Confirm the deletion if prompted to ensure the order is permanently removed.

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