Customer Detail Information Window - Order History Tab
From FloristWiki
Order History Tab Legend
In the Order History tab, the following color coding is used:
| Format | Description |
| Yellow Highlight | Canceled tickets. |
| Light Blue Highlight | Sales with associated refunds. |
Overview
The Order History tab in the Customer Detail Information window displays previous orders that the customer has placed at your store. By default, orders from all stores display. You can filter a customer’s order history by store by selecting the store from the Store Name list.
This window also displays payment history. Dollar amounts in the Total column enclosed in parentheses indicate credits to an account (customer payments or credit memos), whereas dollar amounts not enclosed indicate debits to an account (orders or debit memos). If you double-click on an order, you can view detailed information about that order.
|
|
If you double-click a finance charge transaction, you will receive a message indicating you cannot access it (because it is a charge and not a ticket). |
The Order History tab contains the following columns:
| Column | Description |
| Sale | The transaction number for the sale. |
| Sale Date | The date of the order. |
| Deliv Date | The date the order was scheduled for delivery. |
| Delivery | The delivery status. |
| Recipient/Reference | The name of the recipient for the order. |
| Sale Type | The type of sale. This may be payments (for payments received), debit memos, credit memos, carry out, pickup, etc. NOTE: Finance charges are also included in the order history. However, if you attempt to double-click the finance charge to view it, a message appears indicating FTD Mercury is unable to display that type of ticket. |
| Pay Type | The type of payment. This may be cash, house, credit card, etc. |
| Total | The total cost of the transaction. |
| Amt Paid | The amount paid on this transaction. |
In the Order History tab, the following color coding is used:
| Format | Description |
| Yellow Highlight | Canceled tickets. |
| Light Blue Highlight | Sales with associated refunds. |
If you are configured as a multi-store environment, you can select an individual store from the Store Name list to filter orders by a specific store. Select All Stores to show the entire order history regardless of store.
You can mark orders delivered in this window by clicking the Delivery column, then selecting a Delivery Code. Click Print Order History to print a list of this customer’s orders.
|
|
Finance charges are included on the report generated from Print Order History. |
