Help Finding and Using Customer Order History

Modified on Fri, 27 Jul 2018 at 04:26 PM

To review a customer's order history, simply enter the Retail tab and continue on to the 'Marketplace Center' button. Search using the provided areas and find the desired customer and order. Once inside the desired order, press the 'Order History' button. 



In Customer Marketplace Orders, you may scroll through the listed orders for the selected customer account by using the arrow navigation keys on the right hand side. The double arrows with the line selects the order at either the front or back of the list, pending which direction it is facing. The text between shows which order you are viewing / editing, ordered numerically by date, given the date range specified.


There are a few functions in Customer Marketplace Orders that can be used to help work with various customer service scenarios. These include: View/Edit Fulfillment Information, Editing Customer Information, Re-Activation of payment and Viewing Payment History. 


    View/Edit Fulfillment Information: Use to Change address, manage shipping issues, retrieve tracking number etc.

    

    Editing Customer Information : Pulls up the familiar Customer Edit screen to change basic information.


    Re-Activation Of Payment: Retries process of payment type (helpful for declined orders)


    Viewing Payment History: Returns payment information for a specific date range. 



To specify the date range, choose the starting date in the drop down menu at the very bottom of the Customer Marketplace Orders window, and press refresh to return the list of orders.  


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