Understanding Store Orders
PTOffice has a very extensive 'orders listing' page. Here are a few tips and tricks on getting what you need.
To access the Store module, click on the hamburger menu in the upper left hand corner of the screen and then the Store menu item.
ALL STORES: Click here to view all published and draft stores.
Archived: Click here to see a list of Archived Stores.
Active Orders: Click here to view a list of all Store orders in your account.
Settings: Click here to see the setting to allow all members to create their own store.
Manage Administrators: Click here to manage all administrators for this module. Anyone listed here can view and edit any existing store in your account.
On the Active Orders page, you will see a list of every item purchased. You can filter this list by dates, store, item, status and customer by clicking the filter icon to the right of the Keyword search field. Be sure to click APPLY to display the filtered results in the grid below.
NOTE: The grid lists single items from each order. You can view the details of the entire order by clicking on the name of the person who placed the order.
You can select one or more records by checking the box along the left side of the order and then choosing any of the item's three dot menus located along he right side of each menu and choosing a menu option.
EXPORT ORDERS TO EXCEL: Select one or more records by checking the box along the left side of the order and then choosing any of the item's three dot menus located along he right side of each menu and choose EXPORT TO EXCEL.
Click on a name to display that user's full order information.
Details of this popup include:
- The date of the order.
- The name, email address and phone used when checking out of the store.
- The payment email address used when entering their credit card information. This email address can be used when searching for the order transaction in Stripe.
- The transaction ID used by Stripe.
- A list of all the items and their quantity within the order.
For those orders not made with a credit card, you will want to mark the orders as "Paid" when the physical check or cash is received by selecting one or more records and then choosing any of the item's three dot menus located along he right side of each item and choosing Mark as Paid. The same can be done with regards to delivery status and reconciling state if your items require that.