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Order Board

The Order Board is the main screen your employees see after logging in. It's a kanban-style board that organizes all active orders by their scheduled pickup date, so your team always knows what needs attention.

Prerequisites

Before using the Order Board, make sure you have:

  • A device activated and an employee logged in — see POS Setup
  • An active shift open for the current employee
Order Board walkthrough video
Order Board walkthrough video

1. Board Layout

The board displays orders across date-based columns:

ColumnDescription
UnscheduledOrders without a scheduled pickup date (always first)
YesterdayOrders scheduled for yesterday
TodayToday's orders — highlighted in green for quick identification
TomorrowOrders scheduled for tomorrow
Future datesAdditional columns for upcoming days (shown as weekday abbreviations like Mon, Tue)

Each column header shows two load counts:

  • total — total loads across all orders in that column
  • pending — loads still being processed (not yet packed)

Use the left/right arrows below the toolbar to scroll through date ranges. If you navigate away from the current date, a Today button appears to jump back.

Order Board with orders in date columns

2. Understanding Order Cards

Each order appears as a card showing key information at a glance:

  • Customer name — the customer attached to the order
  • Status badge — current processing stage (Received, Washed, Dried, Packed, or Claimed)
  • Payment badge — Paid (green), Unpaid (red), or Partial (amber)
  • Receipt/ticket number — the order reference
  • Item icons — visual indicators of the services ordered, with counts
tip

Cards are automatically sorted within each column: orders that need action appear first (Received at the top, Claimed at the bottom), and within the same status, the oldest orders come first.

3. Order Statuses

Orders progress through these statuses as your staff processes the laundry:

ReceivedWashedDriedPackedClaimed

StatusMeaningBadge color
ReceivedOrder placed, waiting to be processedAmber
WashedAll loads have been washedBlue
DriedAll loads have been driedOrange
PackedAll loads packed and ready for pickupGreen
ClaimedCustomer has picked up the orderSky blue

The status is determined automatically based on the progress of individual loads within the order. You advance loads from the order detail page.

4. Search & Filter

Searching

Use the search bar in the toolbar to find orders by:

  • Customer name
  • Phone number
  • Ticket number
  • Receipt number

When searching, the board switches to a grouped list view showing matching results organized by date.

Order Board search results

Filtering

Tap the filter dropdown next to the search bar to narrow the board by:

FilterShows
AllEvery order (default)
PaidFully paid orders only
UnpaidUnpaid orders
PartialPartially paid orders
PendingOrders still being processed (Received status)
PackedOrders ready for pickup
ClaimedPicked-up orders
Short ChangeOrders with unresolved short change
Order Board with filter dropdown open

5. Viewing Order Details

Tap any order card to open its detail page. From here you can:

  • Advance loads — mark individual loads as washed, dried, or packed
  • Claim / unclaim — mark the order as picked up, or reverse it
  • Edit notes — add or update order notes
  • Flag short change — record if the customer owes change
  • View payment details — see the full payment breakdown
  • Print receipt or QR label — reprint a receipt or bag label
  • View activity timeline — see the full history of load progress
Order detail page with load advancement

For the full walkthrough, see Order Detail.

Tap the back arrow at the top to return to the board.

6. Rescheduling Orders

To change an order's scheduled pickup date, drag the order card and drop it into a different date column:

  • Drop on a date column — sets that date as the scheduled pickup
  • Drop on Unscheduled — clears the scheduled date

The change is saved immediately and confirmed with a brief vibration on supported devices.

note

Rescheduling requires the Orders Edit permission. If you can't drag cards, ask your admin to check your role permissions in Dashboard > Employees.

7. Notifications & Auto-Refresh

The notification bell in the toolbar shows a red badge when there are unread notifications. Tap it to see recent activity:

  • New orders created
  • Orders escalated
  • Payment proofs submitted
  • New customers added

The board automatically refreshes when certain events happen (new orders, payments, escalations), so you're always looking at the latest data. You can also tap the refresh button (circular arrows icon) to manually reload.

Mobile View

On phones in portrait orientation, the board switches to an accordion view — each date becomes a collapsible section instead of a horizontal column. Today and Unscheduled (if it has orders) are expanded by default; tap any other section to expand it.

All the same features work in accordion view: tap to view details, search, and filter.

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