The Orders section
- Susanna Romanelli (Unlicensed)
What is the Orders section about?
On the Order section, users can:
Look for orders by using one of the several filters available
Create a new order by clicking on the Create New button
Where is the Orders section located?
Log into CRM and go to the left-side menu
Click on the Orders section.
What is on the Orders Page
On this page, users can look up orders and also verify what is the campaign from which the order was generated.
At the top of the page, multiple filters are available, even though by default just a few of them are displayed (see below example):
Add New Search Filter button
However, more filters are available, to narrow the search, by clicking on the Add New Search Filter button, a tab will pop up, and more filters can be selected and added to the page (see the below example):
The filters available are:
Master Order Number
Dates
Order Number
Campaign Name
Order Status
Product Name
Customer Email
Customer First/Last Name
Payment Status
Payment Type
Order Behaviour
Shipping Reference
Payment Tracking Number
Shopping Cart Number
Credit Card (last 4 digits)
Amount
Shipment Tracking Number
Company
Payment Processor
By filling anyone with the search fields, and then clicking on the Search button, the system will come up with a list (if available) of orders that have that characteristics.
In order to clean the fields already used, just click on the Clear button on the right side of the page:
After the search, the orders will be listed at the bottom of the page, in a tab that will show:
The Order Number
Master Order Number
Campaign: the campaign name is a link that the user can click, and another tab will be opened
Product Name
Customer Name and email address
Order Status
Sale Type (for example hard sales, subscriptions, etc.)
Ordered On (the date on which the order was placed)
Updated Date
On the left side of the page, two more buttons are available: the Hold and the Cancel, which allow users to massively update orders' status, by setting them on Hold (cancelling their fulfilment) or setting them as Cancel (which means that the order was not successful).
To enable the buttons mentioned above, users need to first select one or multiple orders using the checkbox on the left side of each order
and then click on one of the two buttons to complete the action.
Create New button
By clicking on the Create New button, the user is redirected to the New Order page, where a new order can be placed while the customer is on the phone.
Please click on the below link to read the article about how to place an order using the New Order page: Create New button & the Place Order page.