Search Orders
- The search orders page allows you to filter and search for specific orders. If you want to see all orders click the Search/Refresh button, this will pull a list of all orders filtered by most recent.
- Use the search filters to find the exact order you are looking for. One helpful tip is if you know the last 4 of the card number, use the Payment filter for both credit card and card on file by that last 4.
Details
- Once you have found the order you are looking for click on the order number. This will bring you to the order details page.
- This screen is broken down into a couple of sections. On the details page, the are three main sections.
-General shows you information about where and when the orders were done. As well as the status based on the color of the general box.
-Payment shows you all payments that were made on this order.
-Items show you all the products in this order as well as the order total and any discounts applied.
Corrective Action
- If you need to edit, refund, or cancel an order do so through corrective action. Select the desired action.
-A reason needs to be selected for refunds and cancels.
History
- On this page, you can review all the steps that took place in the creation of this order.
-If the order was created on the POS there will also be a green basket event history tab. If you are interested in knowing more about this, please read the Understanding Basket event History document.
Wine Club Re-auth
- This button allows you to batch reauthorize/cancel wine club orders by specific club release and builds.
1. Select the desired club release and if you want to batch process select enable batch processing. Select the Batch Action.
2. Select the order you want included in the batch and hit proceed.