Orders in Customer Service
Order information
Once you open the order in customer service you will notice the information is broken up into sections. General, Payments, Shipping, Billing Address, Pickup location, order notes, and Items.
General: This gives you basic information about when, where, and who created the order.
Payments: This tells you about any payments, additional funds, and refunds on the order. You may need to click on the payment to see more information.
Shipping: This tells you if the order was shipped and the tracking number for that shipment.
Billing Address: Tells you the customers billing address attached to the order
Shipping Address: Tells you the customers Shipping address attached to the order
Pickup location: Will only show on pick-up orders. Tells you which of the winery's locations the customer will be picking up from.
Ship From location: This will only show on shipping orders. Tells you which of the winery's locations the order was shipped from. Do not update the order's shipping location from here. This will not adjust the order it will just adjust how the order pulls in reports,
Order notes: Will show you any custom notes added to the order.
Items: Lists the products on the order and their prices and or discounts.
Corrective Action
Navigate to the corrective action tab on the order. From here depending on the status of your order you can have up to 3 actions. There are 4 possible actions. For each action, you must select a reason and have the option to add notes.
Cancel Order: If an order has not been paid then it can be canceled.
Edit Order: Make adjustments to the existing order including partial refunds.
Full refund Order: completely refund an order
Mark as released: If you need to manually add a tracking number to an in-progress or active order then you should use this feature. A box will appear once you select mark as released for you to manually add a tracking number.
Email Logs
Navigate to the email logs tab on the order. This shows you all the emails attached to this order. If you need to resend one of these emails, select view details and then the email tab. Enter the email and click the green resend button.
History
Navigate to the history tab on the order. This will show you an outline of every major event that has happened to the order since its creation along with the date and the user that made this change. If one of these lines is displayed as red that means, there is an error with the order. For specifics, I suggest contacting OrderPort support.
Select
On the Details tab, there is a drop-down button in the right-hand corner called select. This allows you to have quick access to editing an order along with printing order information.