
Why use the Kanban view?
Detect bottlenecks
A column filling up abnormally = an operational blockage to address in priority (overloaded call queue, late shipments, etc.)
Move forward in one gesture
Drag and drop to change an order’s stage. Ideal for quickly processing the preparation queue or marking several orders as shipped.
Visualize your real workload
The number of cards per column immediately shows where the work is concentrated. No more need to open reports to steer your team.
Work as a team without collision
When a teammate moves an order, everyone sees it in real time. No risk that the same order is processed twice.
Drag and drop an order
The heart of the Kanban view: change an order’s stage by moving it.1
Locate the order to move forward
In the column where it currently sits (e.g. “Confirmed”)
2
Click and hold the card
The card becomes floating and follows your cursor
3
Drop in the new column
Release over the target column (e.g. “In preparation”)

4
Confirm the transition
Depending on your pipeline, a confirmation window may appear to validate the change (e.g. assign a driver, choose a carrier)
You can only drag an order to a stage authorized by your pipeline. Forbidden transitions (e.g. “Delivered” → “To confirm”) are automatically blocked.
Select multiple orders in bulk
To process several orders at once (change their stage, assign them, ship them in a batch):1
Check the cards to select
A checkbox appears on each card. Check those that interest you.
2
The bulk-actions menu appears
At the top of the page, you see the selection counter and an available actions menu
3
Choose the action to apply
Change stage, assign to a driver, launch shipping, etc.

Quickly edit an order
To modify an order’s details without leaving the Kanban view:1
Click the card
A window opens with all the details (customer, items, amount, address, etc.)
2
Modify what's needed
Customer address, quantities, carrier, internal notes — everything is editable
3
Save
Changes are saved immediately, the card updates in the column
Customize displayed columns
You can hide stages that don’t interest you to lighten the screen. For example, a Delivery agent can hide the “To confirm” stages that don’t concern them.1
Click the stages customization icon
At the top of the Orders page
2
Uncheck stages to hide
They disappear from your view but remain active for other team members
3
Save
Your preferences are remembered (per user)
When to use Kanban view rather than another?
✅ Use Kanban view if you want to...
✅ Use Kanban view if you want to...
- Have a visual and instant view of your activity
- Quickly move orders forward (one gesture = one stage further)
- Detect operational blockages (overloaded column)
- Process multiple orders at once in bulk
- Work as a team with a shared and synchronized view
❌ Prefer another view if you want to...
❌ Prefer another view if you want to...
- See the full details of each order in a list: use the Table view
- Process confirmation calls in series: use the Call Center view
- Filter by customer / city / product / amount: use the Table view (advanced filters)
Performance — many orders?
The Kanban view displays orders in batches: the first ones appear immediately, then loading happens progressively as you scroll. You can have thousands of orders without slowing down the interface.What’s next?
Table view
For the detailed list view with filters and sorting
Call Center view
To process your confirmation call queue
