The grid is where you live; views are how you slice it
Table of Contents #
The Orders Grid #
Orders (left nav) shows every synced order in a grid. Above the grid: Download & sync (pull latest orders) and the … menu with the grid’s tools:
- Edit filter… — the current view’s filter conditions (the field list includes Carrier, Shipped and eBay item-not-received case under From eBay, and eBay case awaits your reply, Tag, Dispute and Dispute status under Internal)
- Columns… — pick which columns this view shows. Shipped (when eBay says the order shipped) is off by default; once on, it sorts, and orders that have not shipped stay at the bottom
- Export view… — export what you’re looking at (see Exporting & Your Data)
- Add order… / Import CSV — bring in orders manually
Find any order with the search bar at the top: order number, item number, seller, tracking number, carrier or ZIP. Several words narrow it down: each word has to match somewhere in the order, so cable 9400 finds the cable whose tracking number has 9400 in it. To search one field only, start with its name and a colon, for example zip:330, carrier:usps or seller:; title: and city: take a whole phrase, every other prefix one word. The ? next to the box lists them all.
In the Status column, the built-in status types each have their own icon; a type you created shows its first letter when it’s drawn as an icon. Built-in values are coloured by what they mean: green when it’s done, blue for in progress, amber when it needs you, red for a problem, purple when money came back, and a faint grey for nothing yet or an ending with no good outcome. Feedback you’ve left is green whatever the rating. Values you added, and built-in Receiving, Triage, Completion or Dispute values you’ve edited, keep their own colours.
When the column is narrow, the first chips on each row keep their words and the rest show as icons. When even icons don’t fit, the rest fold into +N. Click +N to see the hidden statuses and change the ones you can set. +N turns red, with a warning sign, when it hides Payment failed, a refund, Triage Exception or a declined return.
With the keyboard, move to a cell in the Status column with the arrow keys, then press Tab to move from chip to chip, and Enter or Space to open one. Tab past the last chip moves on to the next cell. If you open Leave feedback by picking a rating on a Feedback chip, closing it puts you back in the grid.
Click an order to open its page. To keep the grid where it is, open the order in a new tab instead: middle-click the row, Ctrl-click it (Cmd-click on a Mac), or right-click → Open in new tab.
The Order Page #
The order page puts everything about one purchase on one screen. The header stays at the top while you scroll: the item picture (click it for a larger preview), the title, the price and the seller. Opened from a list, the header also shows your place in it (for example 6 of 16) with ‹ › to step to the previous or next order without going back.
Order overview comes first: the item, order and PSM numbers (the order number opens the order’s details on eBay; manual orders don’t have it), the Pipeline (Paid · Shipped · Delivered · Received · Inspected · Feedback · Done), Needs you (what is still open on this order, such as feedback not left or the item not received) and Yours ★ (your own status dimensions; click a value to set it, +N more opens the rest).
Everything you can do to the order sits in one Actions ▾ menu:
- View on eBay (the listing) and Order on eBay (eBay’s order details; manual orders don’t have it, since eBay has no page for them)
- Receive in… and Mark received (skip inspection)
- Leave feedback…, Message seller…, Add note…
- Set status, Add tag
- Start return on eBay (not as described, or changed my mind where the seller takes returns) and Open INR / Money-Back-Guarantee claim on eBay, when they apply
- Archive
Below the overview, the sections: Receiving & triage (the check-in record, your custom fields, and photos: Attach photo adds up to 20 per order here, the same place the receiving desk puts them; removing one is still done at the desk), Shipping & tracking (the tracking number is a link: the carrier’s tracking page for USPS, UPS, FedEx and DHL, eBay’s order details for any other carrier), Payment & refunds (if eBay cancelled the order it says so with the date, and History records it), Seller, Returns & disputes (below), Notes (each note has Edit and Delete; an edited note shows · edited, and History records the change), Messages (the live thread with the seller) and History (every event on the order, newest first).
Page layout (the icon next to Actions) is yours: Columns 2, 3 or 4, each section on or off and in the order you want, Reset to default to go back. You can also drag a section by its grip, at its top left, to move it on the page.
Returns & disputes shows whether the order has a dispute on eBay, where it stands, and whether the item can still be sent back. Its top row reads Dispute (Yes or No), Type, Status, Opened and Last activity, with a line under it saying who acts next or how it ended, such as Closed on eBay. Below that, the Non-receipt box has the item-not-received claim window and, once you have opened a request on eBay, an eBay case line saying who it waits on or how it ended; from then on PSM shows no claim warning or countdown for that order. The Returns box has the seller’s return terms and any return on the order. A return that isn’t a dispute, such as a change of mind, shows Dispute No. PSM only reads disputes: you reply and act on eBay, and Open on eBay takes you there. When an order has a dispute, a chip in the header, such as Dispute · Item not received · Closed, takes you to this section.
Filter from the Column Headers #
For a quick narrow-down you don’t need a view. Column headers carry a filter icon: click it, type or pick, Apply.
- Text columns (Item, Ships from, and so on) match anything that contains what you type.
- ZIP matches what the ship-from ZIP begins with, so
330finds 33012 and eBay’s partial 330**, not 13301. - Marketplace and Status are pick lists; Buy date, Shipped and Delivered take a date range; Amounts takes a price range on the item price only.
Column filters are temporary: Clear column filters (n) above the grid drops them, and they are gone when you leave the page. On one of your own views, Save to <view> keeps them as part of the view. An export of the view includes them.
What a View Is #
A view = a saved filter + its own column set. The left sidebar lists All orders, the built-in Default views (Awaiting Payment, Shipped, Not Received and so on), and My views. Not Received lists delivered orders that are not checked in yet, the ones to look for at the receiving desk. Claims Closing Soon lists orders not received and not refunded whose item-not-received claim window closes within 5 days; they also show in Needs attention as “Claim on eBay before <date>”, and Home counts them under Claims closing soon. Orders that already have an eBay case are left out.
Disputes lists every order with an eBay dispute, open or closed: an item-not-received request, or a return for an item not as described. A change-of-mind return isn’t a dispute. Archived orders are left out. On the order page, Returns & disputes shows the dispute.
You can filter by dispute too: in Edit filter, Dispute and Dispute status are under Internal, because PSM works them out from what eBay reports. Dispute is Item not received or Not as described. Dispute status is Waiting for you, Waiting for the seller, Waiting for eBay or Closed. The Disputes view’s own rule reads “Dispute is not null”. Some orders in the Disputes view have no Dispute status, for example when eBay reports a state PSM doesn’t know. The Dispute under Statuses is a different thing: your own status, which you set yourself.
When a list’s filter has a Dispute or Dispute status rule, as the Disputes view’s does, and it is sorted by Buy date, newest first (the default), orders whose Dispute status is Waiting for you come first, then the rest, each group newest first. Stepping through with ‹ › on the order page, and your place in the list (such as 6 of 16), follow the same order. Sort by another column, or by Buy date oldest first, to sort the whole list that way instead. The sort you pick is kept for each view, so pick Buy date, newest first, again to get this order back.
Home’s Disputes & issues pane, which is off by default, counts something else: orders whose Triage is Exception, including packages marked Issue at the receiving desk, or whose Return is Requested. So its number can differ from the Disputes view.
You can filter orders by tag: in Edit filter, add a rule on Tag, under Internal. Tag is offered only when you have a tag to pick or the filter already has a Tag rule. “is” and “is not” take one of your tags; “is not set” and “is set” take none. “is” matches orders with that tag, and “is not” matches orders without it, including orders with no tags. “is not set” matches orders with none of your tags, and “is set” matches orders with any of them. Your tags include the ones Settings → Shipping & INR adds, once it has added them. A saved view keeps its Tag rule, and Export view uses it too. A renamed tag keeps matching. If you delete a tag, Edit filter shows the rule’s tag as “Deleted tag”: “is” then matches no order, and “is not” matches every order the rest of the view allows.
On a phone held upright, the views sit behind a Views button above the orders, instead of the left sidebar. Tap Views to open the list. Pick a view and the list closes.
- The ★ marks your default landing view — the one PSM opens on.
- Built-in views can be duplicated but not deleted — duplicate one and adjust the copy.
- Right-click a view in the sidebar for Rename / Reorder, plus Delete on your own views.
Managing Views #
Settings → Views is the full management surface: set the ★ default, Edit columns, duplicate, delete (your own views), and Add view. To rename a view, right-click it in the sidebar.
Known Quirk.
Creating a brand-new filter from the sidebar (“New filter” / “Save view”) is being reworked and can behave unpredictably right now. The reliable path today: duplicate an existing view, then adjust its filter via the grid’s … → Edit filter and its columns via Edit columns.
Next: as items arrive: Receiving Items.
