Orders
This tab aggregates orders from all of your channels in one place. Each order contains basic info about, customers & items ordered. You are also able to perform certain actions, like Cancellation.
Access Rights needed: Tools => Orders (View & Edit)
List of Orders
This is the main screen of the Orders section. All of your orders can be found here.
Filtering & Sorting
If you need to find certain order(s), you may use a search, filters, and sorting.
The Search field supports Order Numbers, Customer Names, and various Order Management Systems' Order Numbers.
All tickets can be filtered by certain timeframes (for Order Creation Date, Purchase Date), and by a certain Integration Channel.
All the results can be sorted by each column. For example, by ticket count or by order creation date.
Order Details
Each order can be clicked. Once done, a pop-up with the main Order Details will appear.
You are able to quickly create a new ticket by simply clicking on the Customer Email.
Clicking on the Customer's Name will take you to a relevant Contact Card.
Each order also contains the Related Tickets section that shows all the tickets related to this order. And the Notes section that contains Order-related notes left by you or your colleagues.
Still have questions?
We're here to help! If you have ANY questions, need help with setup, or just want to chat about customer support (really, we are always up for a good chat), please don't hesitate to reach out via:
Chat: Click on the chat icon (lower right of the App)
Email: [email protected]
Phone: US🇺🇸 +1 407-588-2574 | UK🇬🇧 +44 20 8064 0564
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