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Personalize Your Orders Grid

Customize the Postsale Orders Grid by adding, removing, rearranging, and sorting columns so you see only the order data that matters to your workflow.

Updated January 12, 20261 min readOrders

Want to make it easier to find and manage your orders? Customizing the Orders Grid lets you display only the information that matters most to you. By rearranging columns and sorting your orders just the way you like, you can quickly access the details you need—without any extra clutter.

In this article, we will explore personalizing the grid by adding, removing, and rearranging columns and sorting orders.

Show/Hide Columns on the Grid

  1. Hover over the column heading for the column you wish to hide and click the column menu icon menu in the column. 

     
     

  2. Select Manage Columns. Then, check or uncheck the column(s) you wish to show or hide.  

    Manage columns has been clicked to open the column selection.
     

Hide a Single Column

You can hide a single column by selecting Hide Column from the column menu icon menu for the column you wish to hide.

Rearrange Columns

Move any column in the Orders Grid by clicking on the column and dragging it to its new position. 

Drag a column heading to rearrange its position on the Orders Grid 

Pin Columns Left or Right

Pin columns to either the left side or right side of the Orders Grid so that the information is always visible when scrolling. For this example, we will pin the Order # column to the left side of the Orders Grid.

Pin the Orders Checkboxes

Want to Pin the orders checkboxes to the left or right on the Orders Grid? Here's how:

  1. Go to Settings and select  Account Settings.
  2. Check the box for Pin Orders Checkbox Column in the Misc section.
  3. Specify Left or Right in the drop-down menu.

Pin Orders Checkbox Column setting in Account Settings Misc section

Pin a Column

  1. Hover over the column heading for the column you wish to pin and click the column menu iconmenu in the column. 

     

  2. Select Pin to Left or Pin to Right.

The column remains visible as you scroll left or right in the Orders Grid.

Unpin a Column

  1. Hover over the column heading for the column you wish to unpin and click the column menu icon menu in the column.

  2. Select Unpin.

    Select Unpin from the column menu to unpin the column

Sort Orders on the Orders Grid

Most columns on the orders grid can be sorted by clicking the column heading you wish to sort the orders by. Clicking multiple times alternates between ascending order, descending order, and unsorted. The current sort order is indicated with an arrow in the header of sorted column. 

Download, Load, and Reset the Orders Grid State

Save and download your current grid state so that you can easily restore it later or load the same settings across multiple devices without having to manually reconfigure the layout every time.

  1. Go to Settings.

    Click the Settings button in the toolbar
     

  2. Select Account Settings.

    Select Account Settings from the Settings menu

Download the Current Grid State

Click Download Orders Grid State in the Orders Grid section. A file containing your current grid settings and layout is automatically downloaded to your computer. The default file name is Order_Grid.json and is typically downloaded to the Downloads folder for your web browser. 

Download Orders Grid State button in Account Settings

Load a Grid Configuration

Click Load Orders Grid State in the Orders Grid section. Then, navigate to the saved Orders_Grid.json file that you wish to load. Once selected, the grid state will be restored and the Orders Grid will be updated.

Load Orders Grid State is being clicked in the Orders Grid section.

Reset Orders Grid

Need to restore the Orders Grid to its original, default layout? Here's how:

Click Reset Orders Grid in the Orders Grid section. Then, confirm your selection. The grid will be restored to the default layout.

Reset Orders Grid button in Account Settings

Good to Know

  • Need a little more real estate available for the Orders Grid? Expand/collapse the left-side menu to make a bit more room when needed.

    Collapse the left-side menu to expand the Orders Grid
     

  • Need to access more than 25 orders at a time on the orders grid? You can choose to load 25, 100, or 150 orders per page. Select the number of rows to load from the Rows Per page: menu at the bottom of the grid.

    The selection is expanded and 150 rows is being selected.
     

  • You can hide the selection checkboxes in the Orders Grid. They're shown by default for easy selection/deselection of orders. However, they can be hidden when you need more space in the Orders Grid, like when working on a mobile device.
    Go to Settings > Account Settings and uncheck Checkbox Selection in the Misc section at the bottom of the page. 

    Checkbox Selection option unchecked in Account Settings Misc section 

    The checkbox selection column can also be hidden from the Orders Grid through Manage Columns.
    Hover over any column heading and click thecolumn menu iconmenu in the column. Then, select Manage Columns and uncheck Checkbox Selection.

    Uncheck Checkbox Selection in the Manage Columns panel