Before going through the stock order process, it is important to review the Stock Order Dashboard. Similar to Special Orders, this is where you will go to place, manage, and view stock orders. To access the Dashboard, go to Orders > Stock Orders > Dashboard.

On the Dashboard, your stock orders will be organized into the following stages:

In this article, we will discuss the available dashboard views and quick search options.

For more details on the stock order process, Click Here.

Pipe Line View (Default):

Pipe Line View organizes the stock orders in stages and sorts them by order number (as shown below).
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Clubs with a high volume of Stock Orders may prefer to change the Dashboard view options on the top right to a condensed view (as shown below). The Condensed View of your Stock Order Dashboard displays more compact tiles that list the order number, order nickname, vendor, categories of items, and any important alerts.

The screenshot above shows a condensed view of the stock order dashboard. When using the condensed view, you can view additional details about the order by clicking on the order tile (as shown below).
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You can change the Dashboard view to see all your stock orders in a sortable list (as shown below). You can sort each column by clicking in the header, show orders in specific categories, search, and filter the orders.
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You can change the Dashboard view options on the top right for a calendar view of the stock orders (as shown below). You can navigate the time period by clicking back or next and quickly switch to the current date by clicking today. Further, change the calendar view to display a week, month, or year.
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Additionally, when viewing the Calendar in Month or Week, on the right-hand side you will see an overview for that month/week of the categories, vendors, and quantities for those Stock Orders. The color coding of each overview item corresponds to its Merchandise Product Category.

Calendar View organizes the stock orders on a calendar by specific dates (e.g., Start Ship Date, End Ship Date, Early Cancel Date, etc.) with the ability to change the dates displayed by using the dropdown selector (as shown below).

The screenshot above shows the calendar view of stock orders by the start ship date for March. You can view and edit the information of each stock order by clicking on the stock order bubble.
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Each stock order has a quick action options menu. Click on the action dropdown, and you will be able to take additional actions on the stock order (as shown below).

The following quick actions are available:

You can change the sort order of your stock orders by stage using the dropdown (as shown below). You can also set a default sort method in the Stock Order settings. For more details about setting the default sort method, Click Here.
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At the top of the Dashboard, you can quickly filter all the stock orders by top-level categories (e.g., Soft Goods, Hard Goods, Accessories, etc.). Just click on the category name (as shown below), and only the stock orders assigned to that category (or the child category of this category) will be visible. Revert the dashboard by clicking "All," which will remove any category filters.

At the top of the Dashboard, you can quickly search stock orders by vendor, description, or other information (as shown below). For more details and advanced search features, Click Here.
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In some instances, you may notice that a repair order is tagged with a purple, red, or green flag. These flags signify an alert related to that particular order. The following are flags you may see on the dashboard: