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How to View All Orders

 

The All Orders screen enables you to navigate through and view all orders created on your site by all users, one customer at a time. Search filters are available to narrow down your order search.

For information specifically on viewing order details in the receipt, see How to View an Order Receipt.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have shopping enabled.
  • You have access to a minimum of one customer with shopping enabled.
  • There are orders created for customers.
  • The correct Customer is selected from the Customer selection list.

This post outlines the process of accessing and viewing all orders in your SnapTracker site.

 

1. In the header section, click My Account.

 

2. Click All Orders.

 

The All Orders screen displays.

There are two ways the screen may initially display. The initial view is based on your user settings.

By default it may display a list of the orders:

 

Or by default it may display filters for you to select before the list of orders displays.

For more information on the filters, go to Step 10 (below).

Note: Filters can be toggled on or off using the Filter option.

 

Observe the order details on the All Orders screen.

  • Order No. – The SnapTracker order number.
  • Project Ref. No. – The project reference number associated to the cart in the Checkout screen (optional).
  • PO NO/Credit Card – The purchase order number associated with the order.
  • Order Date – The date the order was submitted.
  • Order Status – The current order status.
  • Username – The user who checked out the order.
  • Currency – The currency the order was created in (if applicable).
  • Total – The total value of the order.

 

3. To change the sort order of the results, click any hyperlinked column header to sort the results by that column in ascending or descending order.

 

4. To view additional details of all orders, select Expand All Orders. Additional details display outlining details of the order display that include the number of items ordered, and the name of the cart.

To view the details of individual orders, click + beside the specific order.

 

The All Orders screen is paginated and you can scroll through the pages. You can also change the number of results displayed on a single page by clicking the View Results drop-down and changing the number of records displayed.

 

The actions for the All Orders screen display at the bottom right of the screen.

Note: Some actions are based on user settings and may not be available.

 

Observe the primary actions:

  • Print – Print order summary details by selecting the order(s).
  • Cancel Order – Cancel the selected order(s).
  • Reset – Reset any applied filters.
  • Update Order Status – Update the status of the selected order(s) from canceled to ordered. This function is based on user settings and may not display.
  • Complete Order – Complete the selected order(s). This function is based on user settings and may not display.
  • View Completion Details – View order completion details by selecting an order. (Completion Details only display information for completed Service Orders).
  • Create SIF File – Create a SIF file of the order. A SIF file is created for new product or service orders, not for stock product. This function is based on user settings and may not display.

 

5. To print the order summary information, select the checkbox beside each order you want to print and click PRINT.

 

The Print screen displays to print the results.

 

6. To cancel an order for new product, select the checkbox beside each order you want to cancel and click CANCEL ORDER.

The Cancel Order pop-up displays.

Click YES. You can decide if you want to add a comment to the order.

The order is canceled.

Note: To cancel an order that contains stock product, the Reservation or Work Order needs to be canceled. The order cannot be canceled in the All Orders screen.

 

7. To change the order status from canceled to ordered, select the checkbox beside each order you want to update and click UPDATE ORDER.

The Update Order pop-up displays.

Click YES. You can decide if you want to add a comment to the order.

The order status is changed from Canceled to Ordered.

 

8. To complete an order for new product, select the checkbox beside each order you want to cancel and click COMPLETE ORDER.

The Complete Order pop-up displays.

Click YES. You can decide if you want to add a comment to the order.

The order status is updated from Ordered to Completed.

Note: To complete an order that contains stock product, the Work Order needs to be completed. The order cannot be completed in the All Orders screen.

 

9. To create a SIF file for an order that includes new product or services, select the checkbox beside the order and click CREATE SIF FILE.

The Create SIF File pop-up displays with a message.

To continue, click YES.

 

The SIF file is created and saved to your Downloads folder.

 

10. To view additional filters, click the Filter icon.

Note: The Filters may display for you by default, depending on your user settings.

 

The filters display.

 

One filter or a combination of filters can be applied to refine your results.

  • Search – (based on available settings) Select the order types to filter, such as New, Stock, or Service.
  • Search For – Select the order statuses to filter.
  • Search By – Select a field to search for a keyword in.
  • Enter Search Text – Combined with Search By. Type in a keyword to search for in the selected field.
  • Date Range – Select a date range to filter results by.

 

11. Make your selections using the corresponding sections. Click Search.

The filtered results display.

 

12. To view the full details of the order, click a hyperlinked Order No.

 

The Order Receipt pop-up displays.

The Order Receipt shows the full details of the order.

This includes:

  • Product Details – Product and services requested from the original cart.
  • Attachments – If there are attachments that were added to the order either as a cart or as an order, the Attachments section displays. By default this section is closed on the screen. Click + to open the section and view the details.
  • Order History – The history of the cart. By default this section is closed on the screen. Click + to open the section and view the details.
  • Payment Information – The Payment information entered during the cart checkout process. By default this section is closed on the screen. Click + to open the section and view the details.
  • Order Information – The Order information entered during the cart checkout process. By default this section is closed on the screen. Click + to open the section and view the details.
  • Additional Information – The Additional information entered during the cart checkout process. By default this section is closed on the screen. Click + to open the section and view the details.
  • Address sections – The Sold To and Ship To information entered during the cart checkout process. By default this section is closed on the screen. Click + to open the section and view the details.

Note: Payment, Order and Additional Information sections only display if there is information to display in the section. They may be customized with a different name.

 

13. To review the order details, scroll through the full order receipt.

Product Details section:

 

Order History, Payment Information, Order Information, Additional Information and Address sections:

 

There are different actions you can complete in the Order Receipt screen. There are two different areas on the screen with actions:

  • Below the product listed on the order.
  • At the bottom of the Order Receipt screen.

 

Observe the actions below the product:

  • Upload Attachments – Upload any additional files for quick reference in the order. This option is based on user settings and may not be available.
  • Print Items – Print Items enables you to print the items in the order, excluding the rest of the order information.
  • Expand All/Collapse All – To quickly expand or collapse all order details at once.

 

14. To upload an attachment, click UPLOAD ATTACHMENTS. The Upload Attachment pop-up displays.

To select a file, click Select a file… and browse your computer to find the file.

Click Upload File.

The attachment is added to the Cart.

Note: You can upload multiple files at one time, or select them separately.

 

If there are Attachments on an Order, the Attachment section displays and you can view the files. You can also download files, delete files and upload additional files in the Attachments section.

 

15. To print only the product in the order, click PRINT ITEMS.

 

The Print screen displays and you can print the page.

 

16. The product on the Order Receipt screen is paginated and you can scroll through the pages. You can also change the number of results displayed on a single page by clicking the View Results drop-down and changing the number of records displayed.

 

At the bottom of the Order Receipt screen, additional actions are available.

 

Actions available at the bottom of the Order Receipt screen may include:

  • Print Order – Print the full order details. The print out includes the product and any additional open/expanded sections on the screen.
  • View Completion Details – View order completion details. (Completion Details only display for completed Service Orders).
  • Create SIF File – Create a SIF file of the order. A SIF file is created for New product or service orders, not for Stock product. This function is based on user settings and may not display.

 

17. To print the order receipt, click PRINT ORDER.

Note: The information you see on the screen is what is printed. If you want to see the Payment Information on the print out, ensure it is expanded in the screen first.

 

18. To create a SIF file for new product or services on the order, click CREATE SIF FILE.

The Create SIF File pop-up displays with a message.

To continue, click YES.

 

The SIF file is created and saved to your Downloads folder.

 

19. To close the Order Receipt pop-up, click X.