How to look Up Orders for a customer?

Summary

In this guide, we will show you how to look up an order for a customer. An order can be any purchase that have made at the Front of house or Online such as a membership, an activity booking, a POS item, a package, etc...

 

Step step guide

 

1. From the home page, go to the 'Front of House' module.

       Screenshot_2021-10-25_at_14.25.01.png

 

2. Go to 'Dashboard'.

     Screenshot_2021-10-25_at_14.22.33.png

 

3. Select 'Look up Order' located on top right of the screen

    Screenshot_2021-10-25_at_14.32.18.png

 

4. Search for the order by entering the order number in the search bar. The order number will be on the customers confirmation email and/or receipt.

 

   Screenshot_2021-10-25_at_14.34.54.png

 

Alternatively, you can look up a customer order directly on their account.

A) Search for the customer.

B) Click on the 'Orders' tab.

Screenshot_2023-06-05_at_10.53.42.png

C) You can filter your search via the following criteria:

  • Search by order number or facility
  • Source (FOH or Online)
  • Status (Completed or All)
  • Date from
  • Date to

D) Click on 'Search'

Once you've located the order, click on view to see the details.

Screenshot_2023-06-05_at_10.57.00.png

E) From here you can view the receipt and refund the customer if applicable.

Screenshot_2023-06-05_at_10.58.02.png

Related Articles 

Search for a customer

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