Orders and Order Detail Tracking

Video Walkthrough

What This Page Covers

Uses order list and detail pages to locate transactions quickly, reconcile payments, and leave clear exception notes for handoff.

Roles and Estimated Time

• Roles: front desk / cashier / store manager
• Time: 5-10 minutes

Entry

Home -> Orders

Before You Start

• Align daily reconciliation rules (status mapping and refund handling).
• Set filter date range to your shift period.
• Confirm your account can view details and manage notes/refunds.

Steps

1. In Orders, use search and status filters (Pending, Deposit Paid, Fully Paid, Completed, Cancelled, Refunded) to find the target order.
2. Open Order Details and verify Order No., customer info, item list, payment records, and timestamps.
3. For exceptions, record a clear conclusion in notes (duplicate order, amount mismatch, missing info) and assign owner.
4. For refund/cancel cases, verify Payment Records match the final order status and notes.
5. Before handoff, summarize unresolved exceptions and confirm they match the day-end reconciliation standard.

Acceptance Checklist

• Abnormal orders can be located quickly.
• Detail fields support frontline tracing.
• Payment records are usable for reconciliation.
• Every abnormal order has conclusion and owner.

Key Notes

• Keep business status and payment status separate during review.
• For refunds, always verify original payment method and returned amount.

FAQ

Action succeeded but list does not update.

Refresh Orders, widen date range, and re-run search.

Result differs from expectation.

Check for partial refunds, multi-payment records, or manual amount edits.