Order Details Panel

ORDER MANAGEMENT > ORDER > ORDERS

ORDER MANAGEMENT > CUSTOMER > ACCOUNTS

Use the Order Details panel to view the details of an order including the items contained in the order, the shipping and billing details, and any promotions applied to the order. You can also modify the status of the order and add customer, shipping, and order notes.

Accessing the Order Details panel from an Order:

Use the Scope selector to select the scope that you want.

In the Navigation panel, select Orders.

Filter the listing as necessary.

Double-click the order you want to view.

The Order Details panel is displayed.

Accessing the Order Details panel from a Customer Record:

Double-click to select a Customer Record.

The Customer Details panel is displayed.

In Customer Details panel, select the Orders tab.

Select the order that you want to view.

Click

View Order Details panel in the lower right corner of the panel.

The Order Details panel is displayed.

Typically each order will have a single shipment, in the case of a split-shipment, the multiple shipments are displayed in reverse order in the Items, Fulfillment and Payment tabs.

The Order Details panel consists of the following:

Order Summary Panel

You can use the Order Summary panel to see a quick summary of the order. The Order Summary is always displayed in the Order Details panel, regardless of which tab is currently selected. Using the Order Summary you can add customer and order notes or view customer details.

The Order Summary panel is divided into the following three sections:

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Order Info - Displays a short summary of the order information.

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Customer Info - Displays information about the customer.

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Cost Breakdown - Displays a summary of the cost for the current order.

The Order Summary Panel displays the following information:

Name	Description
Order Info section	Contains basic order information.
Note icon	Click the note icon to add notes about the order.
Number	Displays the order number.
Date	Displays the date the order was placed.
Status	Displays the status of the order. Values reflect the life cycle of the order: New > Pending Process > In Progress > On Hold > Canceled > Ready > Fulfilled.
Scope	Displays the scope that the order was placed from.
Location	Displays the order location that the order was placed from.
P.O. #	Displays the purchase order number associated with the order.
Customer Info section	Displays the name, email, and telephone number of the customer with links to the Customer Info panel.
Note icon	Select the key customer information that you want to view and enter any additional customer notes.
Basic customer info	Customer name, email address, and telephone number. Select the customer name to open the Customer Information panel. Select the email address to send the customer an email.
Cost Breakdown	Detailed information about the cost of the order.
Number of Units	Displays the number of items in the order.
Merchandise Total	Displays the total cost of the items in the order.
Discount	Displays the total of the discounts applied to the order.
Sub-Total	Displays the Merchandise total minus any discounts.
Fulfillment Cost	Displays the shipping costs applied to the order.
Total Tax	Displays the total of any applied taxes.
Total Adjustments	Optional: Displays any adjustment made to the calculated total cost of the order.
Total	Displays the total cost of the order including taxes and shipping.
Paid	Displays the amount that the customer has already paid towards the cost of the order.
Balance	Displays the balance to be paid.

For more information, see Adding Notes to Orders.

Items Tab

The Items tab is displayed by default when you view the Order Details panel. Use the Items tab to view the list of items contained in the order by shipment.

By double-clicking an item in the Items tab you can also access the Item Details summary page which includes Product Details, Current Inventory (Available to Promise, Reserved in this Order, and Status) for the location, and Line item attributes.

When you hover over an Item , an orange text hover-state is displayed. You can double click the Item to open the Item Details (read-only) summary page.

The Items tab contains the following controls and commands for each shipment in the order:

Name	Description
Issue	Indicates a validation issue specific to the highlighted tab section. This indicator is only visible when there is an issue.
Needs attention	Indicates errors (orange), warnings (yellow), or severe errors (red). When clicked additional information about the issue is displayed.
Shipment header	Contains basic shipment information.
Shipment number	The shipment number. Shipments are displayed in reverse order with the last shipment appearing first.
Delivery	Displays the fulfillment type (Ship to store, Shipping, Delivery, or Pickup) along with any fulfillment costs.
Destination	Displays the preferred delivery address of the customer.
Status	Displays the status of the Order.
Note icon	Opens the Shipment Note panel which you can use to view key fulfillment information and to enter additional notes.
Item information	Contains basic item information.
Items	Displays the product display names and any key variant display names of the items in the shipment. When the item or SKU / Product ID descriptions exceed the space available, an ellipsis is displayed. Double-click the item to view all the information.
Sku / Product ID	Displays the Stock Keeping Unit (SKU) and Product ID for each item. When the item or SKU / Product ID descriptions exceed the space available, an ellipsis is displayed. Double-click the item to view all the information.
Status	Displays the status for each Item.
Price	Displays the unit price of each Item. Note: If the current price is of type discount and is less than the regular price, the regular price is displayed with a strike through along with the current price.
Qty	Displays the quantity of each Item.
Total	Displays the total cost (price × quantity) of each item.

For more information, see View Shipments.

Fulfillment Tab

You can use the Fulfillment tab to view the fulfillment details for each shipment in the order.

The Fulfillment tab contains the following controls and commands:

Name	Description
Issue	Indicates a validation issue specific to the highlighted tab section. This indicator is only visible when there is an issue.
Needs attention	Indicates errors (orange), warnings (yellow), or severe errors (red). When clicked further information about the issue is displayed. The issue information is only available when using the read-only views.
Fulfillment header	Contains basic shipment information.
Shipment number	The shipment number. Shipments are displayed in reverse order with the last shipment appearing first.
Units	The number of item units in the shipment.
Merchandise Total	The total cost before charges and taxes.
Status	Displays the status of the shipment.
Note icon	Opens the Fulfillment Notes panel so that you can enter notes for the shipment.
Fulfillment information section	Contains information related to the fulfillment of a shipment.
Destination	Displays the address where the shipment is to be delivered.
Scheduled fulfillment	Displays the date that the order is expected to be shipped to store, be shipped, be delivered, or get picked up.
Options	Any delivery or shipment options selected by the customer (1 day delivery, and so on).
Fulfillment option	Displays the fulfillment type selected by the customer (Ship to store, Shipping, Delivery, or Pick-Up). Note: You cannot select a specific Date/Time when Ship to store is selected.
Fulfillment Cost	Any costs associated with the fulfillment method (Ship to store, Shipping, Delivery, or Pick-Up) or its options.
Fulfillment Destination	Displays the fulfillment destination selected by the customer (delivery destination, pickup destination, shipping destination, or store destination).
Fulfillment Location	The name and number of the sales location where the order or shipment is being prepared.
View Details (link)	Links to the Summary of the Shipment.

For more information, see View Shipments.

Payment Tab

You can use the Payment tab to view the payment method and other billing information for the order. You can also view a list of payments and a cost breakdown per payment.

One order can contain one or multiple payments.

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By default when creating an order, there is one empty payment with status New and the amount corresponds to the order total.

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All the active payments are listed from most recently added to least recently added.

The Payment tab displays the following information:

Name	Description
Issue	Indicates a validation issue specific to the highlighted tab section. This indicator is only visible when there is an issue.
Needs attention	Indicates errors (orange),warnings (yellow), or severe errors (red). When clicked further information about the issue is displayed. The issue information is only available when using the read-only views.
Payment section	Contains payment information.
Payment Type	Displays the payment provider used for the transaction (for example, Visa, MasterCard, on site).
Payment Option	Displays the payment option (credit card, cash, and so on).
Payment Status	Displays the status of the transaction (Authorized, Paid, and so on).
Billing Address	If applicable, displays the card holder's billing address.
Total	Displays the amount of the transaction.
View Details (link)	Links to the Payment transaction summary. Note: The summary information that is displayed can vary depending on the payment method that is chosen.
Transaction Status	Displays the status of the transaction.
Credit Card	Displays the card type and the last 4 digits of the card number.
Settle Payment icon	Visible if the payment has not yet been confirmed. To confirm payment, select this icon.

Discounts Tab

You can use the Discount tab to view the list of promotions applied to the order.

The Discount tab consists of two sections, Discounts and Coupons, both sections display the following information:

Name	Description
Issue	Indicates a validation issue specific to the highlighted tab section. This indicator is only visible when there is an issue.
Needs attention	Indicates errors (orange), warnings (yellow), or severe errors (red). When clicked further information about the issue is displayed. The issue information is only available when using the read-only views.
Discounts section	Lists discounts available to the order.
Promotion	Displays the name of promotion and the name of the campaign to which it is associated.
Type	Displays the type of reward offered by the promotion. Possible values are as follows: Item - Indicates that the reward offered impacts the price of a product. Order - Indicates that the reward offered impacts the price of the order. Shipping - Indicates that the reward offered impacts the price of shipping the order.
Target	Displays the item for which the reward is offered. If the discount type is Item, the name and ID of the implicated product is displayed. If the discount type is Order, n/a is displayed. If the discount type is Shipping, the name of the implicated shipping method is displayed.
Discount	Displays the dollar amount of the reward.
Coupons section	Lists coupons available to the order or user.
Coupon Code	Displays the name of the coupon code.
Promotion	Displays the name of the promotion and the name of the campaign that it is associated with.
Status	Displays the status of the coupon code. The statuses are as follows: Active Purchase conditions not met

For more information, see Managing Coupons.

Attributes Tab

You can use the Attributes tab to view and modify the attributes for the order.

The Attributes tab contains the following controls and commands:

Name	Description
Issue	Indicates a validation issue specific to the highlighted tab section. This indicator is only visible when there is an issue.
Needs attention	Indicates errors (orange), warnings (yellow), or severe errors (red). When clicked further information about the issue is displayed. The issue information is only available when using the read-only views.
Categorize view button	Displays the attributes in groups by category.
Alphabetic view button	Displays the attributes in alphabetic order.
Search Filter field	Filters the list of attributes based on the text entered.
Add comments icon	Enter comments for an attribute.

For more information, see Controlling Attribute Views

History Tab

You can use the History tab to view the history of the payment and order status transactions.

The History tab contains the following controls and commands:

Name	Description
History header	Contains table headings for payments and order status changes.
Expand button	Expands the change information.
Modified by column	Lists the person or entity that made the changes.
Category column	Displays the change (Payment Status, Order Status).
New Value	Displays the new status (Paid, in Progress, Pending process).
Transaction section	Lists the transactions.

Viewing detailed information about a transaction:

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Click

Expand to the left of the transaction that you want to view.

The transaction expands to display details such as Date, Shipment number, Old Value, Reason for changes, and any comments that were recorded at the time of the transaction.

RMA TAB

You can use the RMA tab to view opened Return Merchandise Authorizations (RMA) for an order.

The RMA tab is a read-only tab, and is only visible when there are returns to display.

The RMA tab contains the following controls and commands:

Name

Description

RMA Header

Contains basic RMA information (Returns, Status, Total Amount Refunded, and the Creation Date).

Shipment Number

The Shipment number.

Returns

The RMA Returns number.

Note: You can use an RMA Returns number from an external system.

Status

Displays the status of the RMA.

RMA statuses include the following:

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New

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Canceled

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Rejected

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Authorized

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Pending Arrival

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Received

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Restocked

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Refunded

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Closed

Total Amount Refunded

Displays the total amount refunded for all items in the RMA.

Created Date

Displays the date and time that the item return was created.

Return Items information

The returned items section contains information about returned items.

Return Items

Displays the Product Description.

SKU / Product ID

The SKU and Product ID

Resolution

The resolution description.

Valid statuses include the following: Exchange, Refund, and Repair.

Qty

Displays the Quantity of the returned item.

Item Total

Displays the Item Total.

Collapsed section contains detailed information about the returned items.

Item Status

Displays the Item Status.

Item statuses include the following:

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New

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Canceled

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Rejected

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Authorized

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Pending Arrival

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Received

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Restocked

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Refunded

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Closed

Reason

Displays the reason for the return.

Return reasons include the following:

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Arrived late

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Changed my mind

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Color

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Defective / damaged

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Not as pictured

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Quality

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Received wrong item

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Return a gift

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Too big

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Too small

REFERENCES

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Manage Orders

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Modify Orders

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Print Orders