The Recent Activity table, located under the dashboard section, provides a detailed overview of orders and quotes that have been created or edited recently. This table includes multiple columns that can be sorted and filtered to help you find the exact information you need.
Each column header features a small up-and-down arrow icon, indicating that the data can be sorted. You can click on these arrows to arrange the table in either ascending or descending order. Additionally, each column includes a search bar and filter icon, allowing you to apply specific filters for more precise data viewing.
The columns displayed in the Recent Activity table are:
Reference ID:
This is the unique ID generated by the Wizcommerce platform for each order or quote.Type:
Indicates whether the entry is an order or a quote.Status:
Shows the current status of the order or quote, such as Draft, Confirmed, or if a quote has been converted to an order.Customer:
Displays the name of the customer for whom the order or quote was created.Created By:
Shows the name of the user who created the order or quote.PO Number:
If a purchase order number was added when the document was created, it will be displayed here.Last Updated At:
Shows the date when the document was last edited or the date it was created.
Below the table, you’ll find a summary displaying the total number of orders and quotes, along with the total order value.