Order Details Page

Return to Orders Menu

The Order Details page is where you can find specific details regarding any order. To reach this page, just click on the date or customers name for any order that appears on your Regular Orders page.  

The core of this page will display your customers Shipping and Billing Information, the Payment Information and the ordered Product Information. You will also find Shipment Tracking options, affiliate referrer information (if applicable), Order Notes and any custom information that you may have setup in the Custom Forms >> Custom Fields section. If there is an affiliate attached to the selected order, you can click on the affiliates name to jump directly to that affiliates details page.  

The top and bottom of this page is reserved for a series of Action links that you can use in conjunction with the selected order:

• Resend Digital Product Link - Only applicable if the product purchased is a digital product (ebook, MP3 etc.). If your customer does not receive their digital file for any reason, you can use this link to resend it to them. The link that they receive to download your digital file from will be valid for 24 hours from the time of purchase.  




• Resend Your New Order Notice - If you do not receive (or have lost) the email notifying you of the order, you can use this link to resend a copy to yourself.




• Resend Customer Receipt Email - If your customer does not receive (or has lost) their receipt email for any reason, you can use this link to resend it to them.  

   

• Send CC Expiry Notice - This link allows you to send the customer a notification that their credit card will expire soon. This can be especially useful for customers with a recurring order.



• Print Packing Slip - This option allows you to print off a packing slip for the selected order. A Packing Slip is similar to an invoice except it does not include any billing information.  




• Print Invoice - This option allows you to print off an invoice for the selected order. An Invoice is similar to a Packing Slip except it also includes the customers billing information. 




• View Contact Details - Clicking on this link functions the same as clicking on the customers name on this page; both will open the details page for the contact who purchased this order.




• Mark Order as Accepted - This option will appear if the order is marked with any charge status other than Accepted or Approved. This link allows you to manually approve orders. This function does not change payment status, but simply allows you to update the record in the case that you have processed a payment elsewhere.  

• Refund Order - Clicking on this link will open a new screen where you can issue an order refund. Click here for more information.  If there is an affiliate associated with this order and the product purchased is a recurring product, you will be prompted to remove the affiliate from the recurring event as well.




• Delete Order - Clicking on this link will delete the order from your account for good. This is permanent and you will not be asked to confirm the decision before the order is deleted. 




• Create Recurring Event - This option allows you to create a recurring event out of the selected order. This will only work if the recurring options are setup on the purchased products details page. 




• Update Commissions - This option allows you to change the referrer information of the selected order. You can use this feature to remove incorrect affiliate referral information or repost the referral information after you have removed it. All affiliate commissions will be updated automatically for you based on how you use this option. This option is not available for Offline Orders.  

 

Note: Orders paid with PayPal will appear in the Payment Information section as PayPal for the Payment Method.

On the Order Details page you will notice there are two different areas for an address; one for billing information, and one for shipping information.   While the billing information that appears on an order will always be the same information that appears on the Contact Details page, the Shipping Address information is unique to each order and does not appear anywhere else. Because of this, you will find an Edit link in the Shipping Address heading bar and clicking on it allows you to update your customers shipping information. If your order has been tracked by a broadcast message, the broadcast details will appear next to the Order ID information.

Below the customer information you will find Order Information that contains three tabs: Products Ordered, Shipment Tracking and Order Notes.

The Products Ordered tab displays the basic information about the order including the Product Name, Price, Sku, Taxes Applied and Refund History. The Products Ordered section will also include any product options associated with the purchased product; including multi-select checklist and input options. Custom field data will also appear within this section of the order details.

The Shipment Tracking tab show all related shipping information and includes the following fields:

• Shipment Tracking Options - Allows you to choose between single and multiple shipment tracking. Simply select the radio button to enable either single or multuple.
• Single Package Shipment - If Single Package Shipment is enabled, enter in the Tracking Number, Shipper and Ship Date in the fields provided.
• Multiple Package Shipment - If Multiple Package Shipment is enabled, use the table to enter in the Tracking Number, Shipper and Ship Date. Multiple Products will be listed in this table.
• Notification Options - The Notification Comments allows you to input any comments you would like your customer to see in the Tracking Notice Email.
• The Special Delivery Information section is where you will find the special delivery information as noted by the customer on the checkout page if enabled. This is the section where you will also find the Doba Order Status. This field displays the status of the Doba order, you can check for order status updates clicking the Update Status button. If you would like to fund the order or get further details on the Doba order, simply click the "here" link to login into your Doba account.
• Save - Allows you to save your changes.
• Save and Send - Saves your changes and sends a notificaiton email to the customer.
• Send Nofitication - Sends a tracking notification to the customer.

The Order Notes tab shows all notes you have created for your order and includeds the following:

• Add Note - Click this button to create a new note and click save to save your note. You are limited to 15 notes per order.
• Last Updated - Displays the date and time that you last updated your note(s).
• Notes - Displays the content of your notes.
• User - Displays the User that added the note(s).
• Edit - Allows you to edit your note.
• Delete - Deletes your note.

The Order Source tab is only displayed for orders that have been referred by an ad tracker, a tracked autoresponder link or tracked broadcast link. We will display a referring ad tracker link and the last broadcast or autoresponder campaign the customer clicked on before ordering.

• Ad Tracker Name - Displays the name of the last ad tracker your customer clicked on before ordering. You can click this link to view the details of the ad tracker itself.
• Autoresponder Campaign - Displays the ID of the link the customer clicked on before ordering. This is only displayed for campaigns where Link Tracking is enabled.
• Broadcast Message - Displays the broadcast ID of the last message the customer clicked on before ordering. You can click this link to jump to the message in question so you can view it. This is only displayed for campaigns where Link Tracking is enabled.

Message Subject - Displays the subject line of the last message the customer clicked on before ordering. This is only displayed for campaigns where Link Tracking is enabled.