View Documents
Summary
You can find your documents in the shop — Orders, Delivery notes, Invoices and more, depending on what your shop operator has enabled.
Finding your way
- Click the User icon at the top right.
- In the right column of the menu, select the desired document type — for example Unpaid invoices, Backlogs, ORDER, Delivery Note or Invoice.
Each document type has its own page.
General Information: You only see the document types that your shop operator has enabled for you — and only if documents of that type actually exist. If the menu only shows Delivery Note, this is not an error. If you are missing a document type, please contact your Contact.
What you see on the page
At the top is the document type with the number of your documents, for example ORDER (10), below that a search field and the list.
| Column | Meaning |
|---|---|
| Document number | |
| Document date | |
| Status | for example not delivered |
| Order type | |
| Amount |
The list starts with the newest document.
Finding a specific document
Enter the Document number in the search field. You cannot search by anything else — Item, Date, Amount — and you cannot sort or filter the list.
Tip: If you are looking for a document for a specific Item, take the reverse approach: Open the documents one by one and use the search field within the Items.
Viewing the Items of a document
Click on the document row. The Items will expand below:
| Column | Meaning |
|---|---|
| Product | Item number |
| Name | |
| Status | |
| Quantity | how much you ordered |
| Delivered | how much of it was delivered |
| Price |
The columns Quantity and Delivered side by side show you what is still outstanding.
The Items list also has its own search field.
Downloading a document
At the end of each document row there is a download icon. It belongs to the document row, not to the Items.
You will always receive an Excel file. There is no PDF of a document in the shop — for a PDF please contact your Contact.
| Document type | Download |
|---|---|
| ORDER, Delivery Note, Invoice | Icon in the document row |
| Backlogs | Link Export as file |
| Unpaid invoices | no download |
When there are no documents
| Document type | Message |
|---|---|
| all except Unpaid invoices | "No documents found." |
| Unpaid invoices | "There are currently no unpaid invoices." |
Without documents, neither the button with the number nor the search field appear.
How far back the documents go
As a rule, you will find the documents of the last three years. The period depends on which data your shop operator transmits and cannot be set in the shop.
General Information: Currently, nothing can be reordered from a document. For a reorder, search for the Items in the shop or use the Excel template — see Import Items via Excel template.