Preliminary Remarks
In the menu item Orders , all orders already placed are saved and sorted in chronological descending order in a list.
The list can be filtered by time period, order ID and voucher code.
The list can either be filtered or downloaded in its entirety as a csv file.
To go to the order details view, click on the Order ID or Details .
To go directly to the customer, click on the Customer No. .
Order Details
Action Bar
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Use the action bar to
resend order confirmation
add order indicator and
download the order .
Note: If the order code is also required on an invoice that has already been created, the invoice must be corrected, as the order code is not automatically transferred to invoices that have already been created.
If the order is for a gift voucher , further actions are available in the action bar.
Resend voucher email: The mail template voucher purchase with the voucher code PDF will be sent to the e-mail address on file.
Block Access: Access to the product is blocked.
Deactivate Voucher Code: The voucher code for redeeming the voucher is deactivated (works until the voucher code has been redeemed).
Order
In the Order tab, all important data regarding the order are displayed.
The details of the invoice recipient are displayed on the left-hand side.
On the right-hand side, the order ID, the order date, the payment method and, if available, additional data are displayed.
The order is broken down into a table in the lower third.
Click on the offer ID to navigate to the offer. By clicking on the subscription, you can navigate to the customer's subscription tab .
If the order is a external order , the delivery recipients are listed at Delivery Customer ID .
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Events such as the creation of the order are logged in the tab Activities . A new activity can be added by clicking on the plus sign.
The additional data can be viewed in the tab Additional Data.
The marketing data can be viewed in the tab Marketing data .