Finding and Filtering Stores Orders on the Customer Portal
The Stores Orders screen on the customer portal lets you view all warehouse orders — goods in, goods out, and repacks — in one place. You can filter by date, type, status, and search by reference to quickly find what you're looking for.
This article is intended to be shared with your customers to help them use the portal.
Accessing Stores Orders
- Log in to the customer portal at portal.transmas.net.
- Open the menu and select Stores Orders under the Stores section.
The Order List
The order list shows all warehouse orders for your account. Each row displays:
| Column | What It Shows |
|---|---|
| Type | A coloured badge showing the order type: Goods In (green), Goods Out (blue), or Repack (cyan). |
| Order No | The unique order number. |
| Date | The order date. For completed orders, this shows the completion date instead. |
| Account | The customer account name. This column only appears if you have access to more than one account. |
| Reference | The order reference. |
| Status | A coloured badge: Pending (yellow), In Progress (cyan), Completed (green), or Cancelled (red). |
| % Complete | A progress bar showing how much of the order has been fulfilled. The bar changes colour as it progresses — orange up to 50%, cyan up to 99%, and green at 100%. |
Filtering Orders
Use the filter controls above the table to narrow down the list:
Search
Type in the Search box to find orders by order number, account name, or reference. Press Enter or click the Search button to apply.
Date Range
Use the Date From and Date To pickers to set the date range. By default, the view shows orders from the last 7 days to 7 days from now. Click into either field and select a date to change the range.
Order Type
Use the Order Type dropdown to show only a specific type:
- All Types — Shows everything (default).
- Goods In — Only inbound deliveries.
- Goods Out — Only outbound dispatches.
- Repack — Only repack operations.
Status
Use the Status dropdown to filter by order status:
- All Statuses — Shows everything (default).
- Pending — Orders that haven't been started yet.
- In Progress — Orders currently being worked on.
- Completed — Finished orders.
- Cancelled — Cancelled orders.
Resetting Filters
Click the Reset button (circular arrows icon) to clear all filters and return to the default date range.
Viewing Order Details
Click on any order row to open its full details. The detail view shows:
Order Status
A visual progress tracker at the top shows the order's journey through three stages: Order Booked, In Progress, and Completed. Completed stages show a green tick, the current stage shows a blue icon, and upcoming stages are grey.
Order Information
Key details are shown at the top:
- Reference — The order reference.
- Due Date — When the order is expected.
- Account — The customer account name.
- Notes — Any notes added to the order.
Product Lines
Each product on the order is shown as an expandable row with the product code, name, and a badge showing progress (e.g. "50 of 100"). Click on a product line to expand it and see the individual items:
- For Goods In orders — Shows each received item with its batch reference, item number, original quantity, and how much remains.
- For Goods Out orders — Shows each allocation with the quantity, batch, and item number. Each allocation has a Dispatched (green) or Pending (orange) badge showing whether the item has left the warehouse.
- For Repack orders — Shows both the input items (picked from stock) and the output items (created by the repack).
Charges
If the order has any handling charges, a Charges section shows a table with the description, quantity, rate, and total for each charge.
Understanding Order Statuses
| Status | What It Means |
|---|---|
| Pending | The order has been created but work hasn't started yet. For Goods In, this means the delivery hasn't arrived. For Goods Out, no stock has been allocated. |
| In Progress | The order is being worked on. Items are being received (Goods In) or allocated and picked (Goods Out). |
| Completed | The order is finished. All items have been received (Goods In) or dispatched (Goods Out). |
| Cancelled | The order was cancelled and won't be fulfilled. |
Tips
- Use the Status filter to quickly find orders that need attention — for example, filter by In Progress to see what's currently being worked on.
- The % Complete column gives you an at-a-glance view of progress without needing to open each order.
- If you're looking for a specific order, use the Search box — it searches across order numbers, references, and account names.
- Expand product lines in the order detail to see exactly which items have been dispatched and which are still pending.
- The default date range shows the last 7 days and next 7 days. Widen the range if you need to find older orders.
- To view all stock activity, use the Stock Status screen.