Orders are completed forms for purchasing goods. In the Orders tab, you can see the orders of this contact, which he placed on your site. This tab duplicates the "Orders" tab in the "Sales" section.
In the list of orders you can see information about the contact:
- Number. The serial number of the order is specified. This number is also displayed in the Payments section.
Columns. Columns with information about the order are shown. You can customize the number, content and sequence of columns.
Actions. Buttons are available to you here:
The “Edit" button. Click to make changes to the order.
The "Delete" button. Click to delete the order.
The “Order History" button. Click to view the order history.
The order history opens in an additional window. Here you can see the exact time, order status and customer actions.
To adjust the number, content and sequence of columns, click the "Manage columns" button.
You will have an additional window "Column Management". The full list of possible columns is shown on the left side.
- ID. A unique registration number assigned to the order.
Date created. The exact date and time when the guest created the order on the page.
Contact. The CRM contact associated with the order is specified. Click on the contact's name to open the contact's profile in the Contacts section.
Order content. This column shows the list of products and their quantity that the customer added to the cart or paid for.
Payment date. The exact date and time of payment of the order.
Tags. Here are the tags for the order.
Responsible. The responsible employee will be indicated here.
Source. The address of the page from which the order was received or the name of the administrator who added the order manually is specified.
Order amount. It shows the cost of goods that must be paid to the guest.
Paid. The payment status is displayed here: not paid, paid, partially paid. In case of partial payment, the amount is indicated.
Fee. The commission is pulled up automatically upon payment.
Income. Income is the amount paid minus the commission amount.
Expires. The expiration date of the order payment is shown, after this date the customer will not be able to pay for the order.
Status. The order status is the stage at which the order is currently located. This field can be edited from the order card.
UTM tags. UTM tags for the order are specified here.
Partner. The contact of the partner in the affiliate program is specified.
Partner fee amount. The amount of the commission charged to the partner is indicated.
Check the boxes next to the columns that you want to display in the list of orders. Or click the "Default" button to return to the original view.
In the right part there is a list of the columns you have selected. You can change the order of the columns. To do this, grab the column and drag it up or down. After completing the settings, click the "Save columns" button.
Filters are available at the top. Use them to quickly find the right order.
Search. Use this line for a free keyword search.
Search. Use this line for a free keyword search.
Created Date. This condition highlights orders that were created on certain dates. Select the date interval.
Payment Date. This condition highlights orders that were paid by users on certain dates. Any payment of the order within the specified period will be shown, including partial payment of the order.
Full payment date. Only fully paid orders on certain dates will be shown.
Has payment. Orders with or without payment will be shown. Move the slider to the active or inactive position to set the desired parameters.
Fully Paid. This condition highlights orders that have been fully paid or do not have full payment. Move the slider to the active or inactive position to set the desired parameters.
Responsibles. This condition highlights the orders to which the responsible employee is attached. Select one or more employees from the list.
Products. This condition highlights orders that have a specific product. Select one or more products from the list.
Statuses. This condition highlights orders that are currently in a certain status. Select the order status from the suggested list.
Order amount. This condition highlights orders whose amount is in the selected amount range.
Order payments amount. This condition highlights orders that are paid for a certain amount. Set the desired amount interval.
Renewal. This condition highlights subscriptions that have been renewed or not renewed. Move the slider to the active or inactive position to set the desired parameters.
Courses. This condition highlights orders that have a certain rate. Select one or more courses from the list.
UTM tags. You can specify the value of the UTM tag to select only those orders in which related contacts clicked through this UTM tag to your site.
Tags. This condition highlights the orders to which certain tags are attached.
Promo code. This condition highlights orders that have the selected promo code.
Partner. This condition highlights the orders associated with the selected partner. You can choose one or more partners.
Affiliate program. This condition highlights the orders created within the framework of the partner program.
Show deleted. This condition highlights previously deleted orders.
Additional fields. This condition highlights orders with additional fields. To learn more about creating additional fields, see the article "Contact Profile".
Subscription mode. This condition highlights orders with a trial subscription period, an extension after the trial period, full payment, or an extension of a non-trial period.
Extended filter. Select the advanced filter to create different combinations of conditions for selecting orders. An additional window "Filtering and search conditions" will open for you. Here you define the conditions for creating a list of orders. Read more about the filtering conditions in the article “Filtering and search conditions".
The Filter Management function allows you to customize and optimize the display of orders in the list.
By choosing different filter conditions, you can create a “set” filter that can be copied for future use. You can copy the unique link to the "set" filter and send this link to other team members so that they can quickly access the same filtering settings and see a similar selection of orders. This greatly simplifies collaboration and discussion.
Using filters, the team can find the data they need faster, which makes it easier to manage time and resources and improves overall productivity.
Click "Manage filters" and then "Copy link".
For details on how to create an order and how to manage it, see the "Orders" article.