Skip to content

Order History

The Order History section provides a chronological list of all orders associated with a specific planner entry. This feature supports traceability, project tracking, and historical reference for planned activities. It highlights orders generated from this planner across styles so you can compare actual purchasing to the plan over time.

Order History is located in the sidebar widget of the planner record. It displays all orders that were created from or linked to the selected planner, providing direct navigation for quick review or follow-up.

Planner Order History

Quick Check - Before You Start
  • Open the planner whose purchase history you need; links are scoped to that record
  • Expect the Order Search view to open pre-filtered to this planner until you change filters

Structure

Element Description
Order History Section Sidebar widget that displays all orders linked to the current planner entry.
Order Search View Redirects to the Order Search View with pre-filtered results showing only orders for the selected planner.
Filter Controls Search view filters that can be applied to further refine or expand the order results.

Features

  • Automatic Order Logging: Any time an order is created from a planner, the order is automatically logged in this section.
  • Pre-filtered Results: Clicking Order History redirects to the Order Search View with results automatically filtered to the current planner.
  • Quick Navigation: Each listed entry allows users to navigate directly to the full order record for detailed review.
  • Historical Tracking: Maintains a complete record of all orders associated with a planner for traceability and project tracking.

Viewing Order History

  1. Navigate to the desired planner entry and locate the Order History section in the sidebar widget.
  2. Click on the Order History section to be redirected to the Order Search View.
  3. The search results will be pre-filtered to show only orders linked to the current planner.
  4. Use the search view filters to further refine results or expand to view orders across all planners.
Filter Behaviour

If you apply new filters in the search view, the results will no longer be limited to the selected planner. The system will display order results across all planners based on the new filter criteria.

Helpful Tips

  • Use this section to quickly locate past orders generated from planner entries.
  • Review order history to assess planner effectiveness or fulfilment rates.
  • Regularly monitor this section to align planning activities with actual purchasing behaviour.
  • The Order History maintains visibility links between planner entries and their associated orders.

Troubleshooting

I clicked Order History but now I see orders from every planner—what happened?

Applying new filters in Order Search clears the planner-only scope and shows results across all planners.

Steps to resolve:

  1. Re-open Order History from the original planner sidebar to restore the pre-filtered view.
  2. Avoid changing global filters unless you intend to search broadly.
A recent order is missing from the planner history list—why?

Only orders created from or explicitly linked to the planner appear in this widget.

Steps to resolve:

  1. Confirm the order was generated via Create Order on this planner or linked with the correct plan reference.
  2. If it was created elsewhere, associate it through your standard order-to-planner linking process.
How do I narrow results without losing the planner filter?

Use additional search columns that do not reset the planner context, or return via the sidebar entry after broad searches.

Steps to resolve:

  1. Start from Order History on the planner so the base filter remains the current plan.
  2. Layer column filters that keep the planner key intact, or manually add the planner filter back in Order Search if your layout exposes it.