The Folder Manager tool allows you to create and delete folders, where orders can be assigned, or unassigned from these folders. This adds another level of customization when it comes to grouping orders together.

Where is the Folder Manager tool?

The folder manager tool is located in Open Orders.

• Right click on any order > Folder > Folder Manager

How to use the Folder Manager tool

In the Folder Manager tool, you can create new folders, and delete existing folders.

Create new folder

1. Right click on any order > Folder > Folder Manager


2. Click on the row “click here to add a new row”


3. Type the name of the new folder


4. Press Enter on your keyboard to finish creating the folder.

Delete an existing folder

1. Right click on any order > Folder > Folder Manager.

2. Select the row for the folder to be deleted

    3. Click on the red X.

    4. The following message will be displayed

    5. Click “OK” to confirm folder deletion

Note : this will un-assign all orders which are currently assigned to this folder.

How to assign orders to a folder

To assign an order to an existing folder:

• Right click on the order(s) > Folder > Assign to a folder > Select the required folder

How to un-assign an order from a folder

• Right click on the order(s) > Folder > Remove from a folder > Select the required folder

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