Understanding Basket Event History
What is Basket event history?
Every Order Created has a section called History. If an Order was made on the point of sale it has a Cart ID which is tied to a Basket event history. Basket event history is the internal logs from OrderPort on what happened during an order.
Where is Basket event history?
In order to see the basket event history of an Order you must open up the customer service module and find the order. If you just have the cart ID then search for the cart ID.
If you search by the cart ID click on the blue text at the bottom of the page that will take you directly to the basket event history.
If you search for an Order you can either click on the Cart ID link under General or navigate to the history tab and select the green Basket event history tab.
Basket event history layout.
The basket event history is broken up into 4 main parts. The first is above the table which includes The Basket Status, Type, Description, and Associated Order Number.
Basket Status: This tells you if the Order is Currently Open, being edited, or Closed.
Type: This tells you how the Order was made. If a Wine Club, webstore, or Admin cart order is opened on the POS it will say that here. Otherwise, it will say Direct Order.
Description: This tells you if the Order was completed or Deleted without Checkout.
Next, you have the table. The table has 3 sections. Date, Log Type, and Action.
Date: This tells you the date and exact time that each of these actions happened.
Log Type: This tells you the type of action. Usually, Info or Error.
Action: This tells you two types of information. The Fist is the Action and the second is which Device, and app the action took place on (written and red and blue text.)
Actions
Actions are the events that take place during the order.
Start Order: This is the first Action you will see on almost every basket event history. If you do not see this, it means that this is most likely a split transaction. In the history tab, you will find a note called “Split by Guest Parent Cart ID”
This section tells you the User that started the Order, the customer number if any, the cart ID, and the location where the Order was started.
Open Cart Details on Device (set cart owner): This is the second action in most carts. This is where the system is assigning the Order to the user who created the Order. It is also documenting what device and app the order is started on.
Set Table number: If the winery uses tables or a different order type that will be displayed here. For example, ToGo orders are going to be listed here as a table number. This section will also note how many guests are on an Order.
Update/Change Order Items: This action tells you when and which products were added to the cart.
Update Items: This action tells you when a product's price was adjusted or discounted.
Unlock Cart: This shows you that the clerk went back to the manage screen and re-opened the transaction. If a pin was needed it will display here.
Set Discount: This action tells you when Discounts were applied to the Order
Apply Promo Code: This action tells you when a promo code was applied.
Log payment transaction: log payment transactions show up when a credit card transaction was authorized. Next to every one of these is a button called log body. The Log body can give you the specifics about what card was used and the amount it was authorized for.
Create Tab: This shows you that a tab was started. Next to every one of these is a button called log body. The Log body can give you the specifics about what card was used and the amount it was authorized for.
Closed Tab: This shows you that a tab was closed. Next to every one of these is a button called log body. The Log body can give you the specifics about what card was used and the amount it was authorized for.
Save Payment in OrderPort System: This action tells you when a Credit card payment usually on a split transaction was saved in OrderPort. It breaks down the amount, card, and User.
Checkout: This action tells you when the Order was completed and if it used a separate payment type than the credit or card on file.
Split Cart between Guests: This action gives you all the cart IDs associated with this Order.
Merge Guests Split Tickets: This action tells you when split tickets were merged.
Delete Active Basket This action tells you when this cart was deleted.
Error: This action tells you when there was an error on this order and what the error was.