Quick Access Tiles
Configure the shortcut tiles shown in the Quick Access panel, each displaying a filtered order list.
Quick Access tiles are configurable shortcuts that open a pre-filtered list of orders. Each tile shows a count of matching orders on the Home screen, and tapping it takes staff straight to that filtered view — without having to open the orders list and apply filters manually. Typical uses include Click & Collect Ready, Urgent Orders, or Orders with Errors.
This page covers how to open the Quick Access settings, add new tiles, configure their filters, reorder them, and remove tiles that are no longer needed.
Opening Quick Access Settings
- Open Settings (tap the gear icon in the sidebar).
- Scroll to the Customization section.
- Tap Quick Access — subtitle reads Configure quick access order shortcuts.
The Quick Access Settings page opens, showing the current list of tiles and a description: Configure quick access shortcuts for order searches. Drag to reorder.
The tile list
Each configured tile appears as a row showing:
| Element | Description |
|---|---|
| Drag handle (≡) | Long-press and drag to reorder the tile |
| Icon | The icon chosen for this tile |
| Name | The tile's display name |
| Filter summary | A compact summary of active filters, separated by dots (e.g. Pickup · 2 statuses · Urgent) |
| Pencil icon | Opens the edit dialog for this tile |
| Delete icon (red) | Removes the tile after confirmation |
Changes to the list (adds, edits, reorders, deletes) are staged locally. Discard and Save buttons appear in the header as soon as any change is made.
Adding a tile
Tap the + icon in the top-right corner. The Add Quick Access dialog opens.
Fill in the sections described below, then tap Add to close the dialog and stage the new tile.
Tap Save in the list header to persist all staged changes to the server.
Editing a tile
Tap the pencil icon on a tile's row. The Edit Quick Access dialog opens with the existing values pre-filled. Make your changes and tap Update.
Reordering tiles
Long-press the drag handle (≡) on any row and drag it to the desired position. The order is reflected immediately in the local list and applied when you tap Save.
Deleting a tile
Tap the red delete icon on a tile's row. A confirmation dialog appears:
- Title: Delete Quick Access
- Message: Are you sure you want to delete "[name]"?
- Cancel — dismisses without changes.
- Delete (red) — removes the tile and stages the deletion.
Tap Save to send the deletion to the server.
Saving or discarding changes
Whenever the local list differs from the saved configuration, two buttons appear next to the + icon:
- Discard — reverts all staged changes back to the last saved state.
- Save — sends all staged changes to the server. A snackbar confirms Quick Access settings saved on success.
Add / Edit dialog — field reference
The dialog is divided into six sections.
Basic Settings
| Field | Description |
|---|---|
| Name (required) | Display name shown on the tile. Example: Click & Collect Ready |
| Icon | Tap to open the icon picker — a 5-column grid of ~50 icons. Tap an icon to select it, or tap Default to use the default shopping-bag icon. |
| Delivery Type | Filter orders by shipment type: All (no filter), Pickup (Click & Collect), or Delivery (Shipping). |
| Default Sort Order | The order in which matching orders are listed. Options are grouped by: Created Date (Newest/Oldest), Modified Date, Follow Up Date, Order ID (A→Z/Z→A), Customer Name, Status, Total Amount, Store. Defaults to the tenant's default if not set. |
View Mode
| Option | Description |
|---|---|
| Orders (Default) | Shows a list of matching orders, one card per order. |
| Order Lines (Grouped) | Groups order lines within each order. Useful for fulfilment workflows where staff process individual lines. |
If Order Lines (Grouped) is selected, an additional Highlighted Properties field appears. Type a property name and tap + to add it as a chip; these properties are called out visually on each line card.
Status Filters
| Field | Description |
|---|---|
| Include Statuses | Only show orders that are in one of the selected statuses. Leave empty to include all statuses. |
| Exclude Statuses | Hide orders that are in any of the selected statuses. |
Available statuses: New, InProgress, ReadyForPickup, Completed, Cancelled, OnHold, Failed, PartiallyCompleted, Delivered, Shipped, Processing, Pending, Returned.
Tap a field to open a checkbox list with Clear All and Select All shortcuts. Tap Apply to confirm. Selected statuses appear as chips inside the field (up to 3 shown; a +N chip indicates more).
Order Filters
| Field | Description |
|---|---|
| Order Types | Filter to specific order types configured in the tenant (e.g. Standard, Click & Collect). Empty = all types. |
| Payment Statuses | Filter by payment state: Paid, PartiallyPaid, Unpaid, Refunded, PartiallyRefunded, Authorized, Pending, Failed. |
| Sales Channels | Filter by originating channel: Web, POS, Mobile, Marketplace, B2B, CallCenter. |
| Inventory Status | Filter by inventory state (e.g. In Stock, Partially In Stock, Not In Stock). Defaults to All. |
Additional Filters
Each toggle is off by default. Turn one on to add that condition to the tile's filter.
| Toggle | Effect |
|---|---|
| Urgent Orders Only | Show only orders flagged as urgent |
| Orders with Errors | Show only orders that have recorded errors |
| Future Deliveries | Show only orders with a future requested delivery date |
| Show Deleted | Include deleted orders in the results |
Tags
| Field | Description |
|---|---|
| Include Tags | Type a tag value and tap + (or press Enter) to add it. Only orders that have all listed tags will appear. |
| Exclude Tags | Orders with any of these tags are hidden. |
Added tags appear as chips below the field. Tap the × on a chip to remove it.
Store Filters
Appears only when the tenant has multiple stores configured.
| Field | Description |
|---|---|
| Stores | Select one or more stores. Only orders belonging to the selected stores will appear. Empty = all stores. |
Advanced: editing the raw JSON
For bulk edits or copying configurations between devices, tap the ⋮ menu in the top-right corner of the settings card and select Edit JSON. A 600 × 500 text editor shows the full configuration as a JSON array. Edit the JSON directly and tap Save to apply, or Cancel to discard. Validation errors are shown in red above the editor.
Invalid JSON will prevent saving. Ensure the JSON is a valid array before tapping Save in the editor.