DBC: Distributor Administration - History
The Order History area provides administrators with access to view and manage past orders and associated assets.
Administrators can search and filter order data at different levels, allowing visibility across the entire distributor or narrowed down to a specific company. This flexibility makes it easy to review order activity, track usage, and locate relevant order details.
Order History
When you access the Order History area, it will automatically display the most recent orders—specifically those placed within the past 3 months—and include all order types by default.
If you’re looking for something specific, you can use the Search feature to find orders by order number, item, user, or other details. You can also adjust the available filters to refine results by time period or order type.
At the top of the page, you can toggle between viewing orders at the Distributor level or for a specific Company, depending on your needs.
Filters
- Date Range: Filter orders from the last 30 days, 3 months, or by year
- Order Type:
- Physical Orders – Standard product orders
- Digital Orders – Customized items with output types such as flipbook, PDF download, PNG, or JPG
Order Table
The Order History table includes the following columns:
- Order Number
- Date Order Placed
- Total
- Status
- Item Count – Hover to view item details. If an order contains more than 20 items, an ellipsis (...) will appear after the 20th item.
- Company (visible when viewing at the Distributor level)
- User
Note
This area can contain a large amount of data, so please allow a few seconds for the results to fully load.
Once you locate the desired order, you can double-click the row to open it, or click the “View Order Details” icon that appears when you hover on the right side.
The order details are organized into the following sections:
- Order Details
- Shipping & Payment
- Item Details
These sections provide additional information about the order for administrative review.
Within the Item Details section, the Action column offers more options depending on the item type:
- Customizable Items:
- View the low-resolution proof (what the customer sees when approving the item)
- View the high-resolution, print-ready PDF (what is sent to the vendor for production)
- Promotional Items:
- View the high-resolution, print-ready PDF used by the vendor for production
This functionality allows administrators to easily review both customer-facing proofs and production-ready files.
Asset History
When you access the Asset History area, it will automatically display the most recent assets for a specified customer—specifically those placed within the past 3 month.
If you’re looking for something specific, you can use the Search feature to find assets by asset code or asset description. You can also adjust the available filters to refine results by time period or order type.
The Asset Action column displays the following statuses to indicate how an asset has been used:
- Download – The user successfully downloaded the asset
- Email – The user sent the asset via email
- Incomplete Download – The download was started but not completed
- Upload – An administrator uploaded the asset
- Bulk Upload – An administrator uploaded the asset as part of a bulk upload
These statuses help track how assets are accessed and managed within the system.
