Orders

Orders

The Orders Tab tracks order history and reservations. You can find existing orders and create new orders

Find Orders

Viewing existing orders provides a range of useful information based on the selected time frame:

  • Created: Displays the date the order was placed.
  • Order #: A unique identifier for each order. Clicking on the order number provides detailed information, including the order time, customer details, items purchased, payment method (including if a gift card was used), and the credentials associated with the order. This is a way to find customer credentials if they ask for them. 
  • Name: The name of the customer who placed the order. Clicking on the name opens their customer profile.
  • Email: The email address associated with the order.
  • Phone: The customer's phone number.
  • ZIP: The ZIP code of the customer.
  • Order Total: The total cost of the order.
  • Status: Indicates whether the payment for the order was successfully processed. If a payment has failed, the entire row will be highlighted in red. 
Similar to other tabs, all data in this section is exportable. Click here for more details on exporting, sorting, and filtering features.  

Create New Order
This section of the Orders tab allows you, the administrator, to place product orders on your customers' behalf. This is also where you will go when you want to apply a customer service discount on a select order.  
Info
Use this function to apply a Customer Service discount on a select customer purchase.
Apply a discount on a product/products: 
1. Click the green "Add Item" button located at the top right of this section. 
2. Select the item in which you want to apply a customer service discount. 
3. Add the selected item to the cart. 
4. Click the green "Add Item" button again in the top right. 
5. Click the "CS Adjustable" product. For instructions on creating this product, click here. 
6. Adjust the "Price Ea." field to reflect the discount you would like to offer. For example, to give a $10 discount, enter "-$10.00" in this field. See the screenshot below. 

7. Add this item to the cart, then put in the email address of your customer. Press the Tab key on your keyboard to automatically fill in the rest of their billing information. 

8. Select the customer's payment of choice, and place the order. 

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