Line-item column views

Every supply order — purchase order, transfer order, return, supplier stock release — shows its line items as a table. Views let you decide which columns that table shows, in which order, and save the result so it comes back the next time you open any order of that type.

What a view is

A view is a named set of columns, plus the order they appear in, plus a sort and a cost basis. Views are saved per store and per order type: a view you save on a purchase order is available on every purchase order, but not on transfer orders.

Views only change what you see. Nothing about the order itself — quantities, costs, statuses — depends on which view is active.

Built-in views

Each order type ships with read-only built-in views. They carry a small lock icon and can’t be edited or deleted — but you can start from one, change what you like, and save the result as a view of your own.

Order type	Built-in views	What they show
Purchase orders	Standard, Inventory, Sales	Standard is the operational set (SKU, barcode, quantity, constraints, cost, landed cost). Inventory and Sales replace the old sub-tabs of the same names.
Transfer orders	Standard	SKU, barcode, quantity, stock at the origin and destination locations, line status.
Returns (RMAs)	Standard	SKU, barcode, supplier mapping status, requested and approved quantities, unit cost, credit, reason.
Supplier stock releases	Standard	SKU, barcode, requested / shipped / received / open quantities, sync status, line status.

The view tabs

Above the line-item table sits a row of tabs:

The built-in views first, each with a lock icon.
Then your saved views, default first and the rest alphabetically.
Then, on purchase orders and supplier stock releases, the fixed layouts Schedules and Receipts behind a thin divider. Those aren’t views — they’re separate read-only layouts of the same lines.

Clicking a tab switches to it. Clicking the tab you’re already on — or right-clicking any other view of your own — opens its options menu. Built-in views have no menu; they’re locked.

When you change something about the active view (columns, order, sort, cost basis), a small dot appears on the tab and a Save button appears at the end of the row. To throw the changes away, use Discard — next to Save on a built-in view, or in the view’s own menu on one of yours. Switching to another tab discards them too.

Choosing and reordering columns

The Columns button opens the picker:

Visible columns is the list at the top. Drag a row to move it — that list’s order is the table’s column order.
Below it, the columns you can add, grouped by theme: Product, Order, Pricing, Costs & Margin, Inventory, Sales. Which groups appear depends on the order type.
The search box filters both lists.
At least one column must stay visible.

Columns that don’t apply to a line still show up — they just render a dash with a short explanation on hover. Custom items and lines without a Shopify product behind them do that for every product-backed column, for example.

Every column header explains itself too: hover a header, or focus it with the keyboard, to see what that column means and how it’s calculated — the same wording shown in the Columns picker. Clicking still sorts; the explanation doesn’t get in the way of that.

Sorting

Click a column header to sort by it. Clicking again reverses the direction; a third click clears the view’s own sort and returns the table to the page’s default order.

Some headers offer a choice of sort key — the SKU header can sort by your Shopify SKU or by the supplier’s SKU, and Barcode does the same. Use the supplier-side key when the receiving workflow needs to match the order your supplier uses.

The row order you see is the row order used by the order’s exports and supplier-facing documents.

Cost basis for the margin columns

Some columns — Margin, Markup, Gross Profit / Unit, Gross Profit / Line — need a unit cost to divide by. A Cost basis control appears next to the Columns button whenever one of those columns is visible, and offers:

Basis	What it uses
Direct	The unit cost recorded on the line.
Landed	The unit cost including allocated charges. Falls back to Direct until charges allocate.
Shopify cost	The cost per item stored on the variant in Shopify.

All of these calculate in your shop currency, and the choice is saved with the view.

A few pages narrow this:

On transfer orders and returns, nothing allocates charges, so Landed always equals Direct.
On supplier stock releases, release lines carry no unit cost of their own, so Direct and Landed can never resolve — the picker marks both “not available here” and those columns show a dash. Use Shopify cost instead.

Saving your own view

Change the columns, order, sort or cost basis on one of your own views, then press Save. The same button’s menu offers Save as copy… if you’d rather keep the original.
Change them on a built-in view and the button reads Save as… instead — built-in views can’t be overwritten, so the edit becomes a new view of your own.
+ Create view at the end of the tab row saves what’s currently on screen as a new view without touching the one you started from.
View names can be up to 120 characters.

Saved views are shared across your store: everyone who opens an order of that type sees them.

Renaming, duplicating and deleting

Open one of your views’ menus — click its tab while it’s active, or right-click it — for Rename, Set as default and Delete. The active view’s menu also offers Duplicate…, which forks what’s currently on screen. Built-in views have no menu.

Deleting the view you’re currently on drops you back to your default view, or the first built-in one if you haven’t set a default.

Your default view

Set as default marks one view per order type as the one those pages open on. There can only be one at a time — setting a new default clears the previous one. Clear default view removes the mark, and pages fall back to the first built-in view.

What views do and don’t change

Views change columns, their order, sorting and the cost basis — nothing else.
They do not change what’s editable. Bulk Edit still shows its own fixed set of editable columns, and what you may edit still depends on the order’s status.
They do not change totals, receipts, or anything that syncs to Shopify. The one exception is the price columns, which are directly editable — see Editing retail prices.
If a saved view refers to a column that no longer exists, that column is quietly dropped and the page tells you which ones went. Save the view again to make it stick.