Tab Overview - Orders
The Orders tab displays a list of purchases made by this Member. For each Order, the tab displays the subtotal and total, and any Metrics earned.
To search for a Member's Order:
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Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.
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On the People screen, search for and select the desired Member (see
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Select the Orders tab.
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Optionally, in the Search field, enter the desired text string.
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Optionally, using the two date fields, define a date range by entering a start date and an end date. The platform will filter the search results to show only Orders that were made within this date range.
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Optionally, from the drop-down menu, select an Order status: Claimed or Unclaimed. The default is All.
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Click the Search icon. The screen is refreshed to show only the Orders that meet your search criteria. If you entered multiple search criteria, the Order must meet ALL criteria.
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To sort the search results, select the desired sort order from the Sort By drop-down menu. The default sort order is by: Unsorted.
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Optionally, to remove all search criteria and revert to the default criteria, click the Clear icon.
If you click the Order, the platform expands the Order record to show additional details, including the items purchased, returned items, any Offers used, and any punches earned toward a Punch Card.
For additional details, click the Order's Transaction ID. The Order Details screen is displayed.
