View Order Details
Complete the following steps to find and view the details of an order:
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Search for the order number using one of these methods:
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Search for Order — Search for a specific order.
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Account Search Module — Search for an account and locate the orders for the account in the Orders section of the Account Details.
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Click the order number to open the Order [status] window to view the order details.
The following image is an example of an Order Completed window. Orders in other statuses will have a slightly different look.
Order Completed Window
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You can complete the following on this window:
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Click the Edit button to open the Edit Order Info window to edit order information. You can edit the PO#, Note, and Referral information.
Edit Order Info Window
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Click the Edit button in the Custom Fields section to edit custom fields.
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Click the Email Receipt button to edit the email that will be sent with the receipt.
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Click the Account Number active link to view account details.
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Topic updated: 05/2024.