- 26-Jan-2022 | 6.3.0 | Order export with multiple line items example added
- 30-Oct-2021 | 6.2.1 | Discount code field added to order details
- 28-Jun-2021 | 5.9.0 | All new article
From the Orders list view you can see all Orders in a paginated table layout (with pagination controls at the bottom of the table) and a sortable column headers.
You can also search the list via the search field at the top of the table, which will search for your keyword/s within the item 'Order Name', Invoice Number', 'Transaction Id', and 'Member Email' fields.
Additionally, you’ll find controls for editing and deleting Orders, as detailed further below.
Found under the main auxiliary menu (), you can export data from your Orders.
Importing of Orders is not currently available.
When exporting Orders, additional order line items/products will be generated in rows preceding the initial Order item row.
So, for example, a shopping cart order consisting of 3 products will export as 3 rows in the resulting spreadsheet. The first row for the main Order details and first product in the order, followed by 2 additional rows each with one of the products within the order.
Individual items can be deleted either by clicking the trash can icon () to the right of the item or when on the item's edit page, click the trash can icon () in the lower right of the page.
Additionally, you can make bulk selections from the item list view (by ticking the checkboxes on the left of each item) and click the "DELETE SELECTION" button that will appear at the base of the list view.
From the Orders item list view, click on the name (or pencil icon "") of any existing item in the list to view/edit its details.
Currently, you cannot add a new Order from this section. However, you can manually register a contact to an Event from the actual Event item's "BOOKINGS" tab in the admin (or via an import file).
Upon viewing/editing an item you'll have access to the following data, as detailed below:
The Order detail view will display any currently populated system fields, along with all added fields from the form setup and any Advanced CRM Groups.
From this view you can send a copy of the Order/invoice email either to yourself (the logged in admin user) using the “SEND TEST EMAIL” button, or directly to the customer that the Order pertains to, using the “EMAIL INVOICE” button.
Clicking “EDIT” at the bottom of the page will allow for editing the Order details along with added form fields and allow for adding additional custom fields.
The Order-specific fields defining the Order are described below:
You can assign Advanced CRM Groups to an individual case file by clicking the “+ Add custom fields” link at the bottom of the Order edit details page.
For further information on managing custom fields, see the documentation on Advanced CRM Groups.
This section lists all payment transactions made against the Order, which may be one single, full payment or multiple part payments.
If the payment type used during the order submission was ‘Credit Card’ or ‘PayPal’, then there will generally be a full payment item listed against the order, noting the payment date, status and type.
This payment type cannot be edited.
If any other payment type was selected, the Order will not have any payments against it and you can instead add payments, either manually or via the deferred payment form.
Manually added payments can be further edited after being adding.
To add a manual payment/s against the Order, use the “ADD OFFLINE PAYMENT” button. You’ll be able to set the payment date/time, the amount (part payment or full), the payment type along with any transaction notes.
You can also send a payment link, via email, directly to the Order owner using the “DEFERRED ORDER PAYMENT” button and selecting “Send Deferred Order Payment Email”.
This will send the system email for deferred payments which includes a generated link to the deferred payments system page where the specified order can be paid via credit card.
Alternatively, selecting “Pay Order” from the “DEFERRED ORDER PAYMENT” button will open the deferred payments system page for you to take/make payment via credit card directly.
This section lists all line items included within the Order, which can include eCommerce products (for the Checkout form), the Event, Secure Zone, or simply the form name (if a general payment form was used).
This view will also display item prices, quantities, shipping costs, and discount amounts (with code used) and gift vouchers amounts along with the total order amount.
Order line items are not currently editable.
Form Submissions / Event Booking
The last tab in the Order item will show all the form fields (and the form name used to take the order).
In the case of a paid Event booking, the tab will be labelled “EVENT BOOKINGS” instead of “FORM SUBMISSIONS”.
Displayed details are not directly editable here and are for reference only.
Contacts store individual’s contact details and other customer-specific data (including extended custom fields) that is either collected via the website, manually added via the admin, or created via external API connections.
- Custom Reports
Custom reports can be used to bring CRM data together, as a spreadsheet, based on your requirements.
- Form Submissions
Form Submissions store the captured data from any form submission made on your website (from a form created under ‘Content’ > ‘Forms’).
- Event Bookings
Event Bookings store all registrations made to an Event item, either via the website front-end or manually allocated via the admin.
- Advanced CRM Groups
Advanced CRM Groups allow you to extend the data fields within multiple areas of the CRM, either globally or on a per-record basis.
This component fetches CRM Record data to use on the front-end via Liquid.
This component fetches Advanced CRM Group data attached to CRM Records, Cases, Orders or Event Bookings.
This component renders a contact update form for a specified CRM contact so that a CRM Admin role, who is logged in to the front-end, can update the specified contact’s CRM info or secure zone subscriptions.
There are currently no external resources available.
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