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Make Order Tracking available for a User group. |
Overview
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Online order tracking to let customers search orders history. Filters to narrow search by order status, date, product, order status are standard. |
Online order tracking allows your customers to look up their entire history of submitted orders. This includes completed and rejected orders.
Depending on settings, users can search for specific orders or use filters to find orders by date range, delivery date, product purchased, order status, etc.
What search and display fields are available to users is set by Administrators in the Track Order Widget. For instance, there is an option to allow download or re-print of invoices through the Order History page.
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Customer Experience
. Standard options available are extensive captures in order trackingYour customers access Order Tracking via the Dashboard menu when logged into your website. What the order tracking menu item's name is may vary, as it depends on what it was labelled during set up. It is usually called 'Track Orders' or 'Order History'. NOTE - Order tracking is available only if the user's role includes tracking their orders. The functionality is generally enabled for B2B customers but can be made available to any user group.
By selecting Dashboard → Order History, the user is taken to the Order History page. They can search for a specific order by entering the invoice number or find orders that fit the search criteria.
Under the Search tool, the Order History page will list all orders and related data such as current order status, order date, and order total. (Display options can be edited in the Track Order Widget.)
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If you want to allow your customers to download search results to a CSV file, in the Track Order Widget, enable the Show Export to CSV toggle. Available for 4.31+
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The user can click View to see an order's details. If the order has been completed, the Invoice Reprint button will be available.
In the order details page, the user can view the order, copy items to their cart and print the order.
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If an Advanced Order Approver by User and Account option with re-assign approver has been set up for a Customer account, the user will be able to re-assign to another available approver in Order Tracking. The log of actions relating to the approval, e.g., approver changed, approval time stamp, are also displayed.
Orders pending approval can be searched for in Order Tracking.
- In the Order Status field, select 'Orders Requiring Approval'.
- Enter any start/end dates to limit the search.
- Click Search.
- Click View for any found 'pending order'.
- In the Approval Status panel, you can re-assign the approver if there is another valid approver.
Step-by-step guide
Enable Order Tracking
NOTE - Order Tracking is usually already added and enabled by Commerce Vision for your site. However, if the page has been removed and you want to re-add, here is how to do it.
To enable Order Tracking:
Update Order Tracking Settings
Display and function options on the Order Tracking page are configured in the Track Order Widget. Here, you can enable and disable default settings, add additional functions, and edit labels for Track Order buttons and fields.
To edit the Track Order Widget:
In the CMS, navigate to Content → Pages & Templates.Use the Search tool to find the 'Track Orders' template.
Click Edit.
Find the Track Order Widget and click Edit.
Additional Information
With order tracking enabled, it's possible to customise the order status descriptions that users see. Refer to How to customise Order Status descriptions for further information.
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Make Order Tracking available for a User group. |
Overview
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Online order tracking to let customers search orders history. Filters to narrow search by order status, date, product, order status are standard. |
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Make Order Tracking available for a User group. |
Overview
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Online order tracking to let customers search for any order, current or past. Filters to narrow search by order status, invoice date, shipping date, and products are standard. |
Online order tracking allows your customers to look up an invoice or their entire history of submitted orders. Using the standard filter, a search can be limited to return only orders that are:
- completed
- rejected
- returns
- awaiting approval, or
- outstanding.
For B2B customers where one account can have more than one user, and/or one user can be linked to multiple accounts, Order History can be set to allow the user to view:
- only the orders they submitted, OR all orders on the Customer account
- only the orders for the Customer account they are currently in, OR all orders for all linked Customer accounts.
Set Order Tracking options
Administrators can open the Track Order Widget to configure options and the display of:
- search fields in the Search order tool
- search results displayed (via columns)
- order details page
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Search Results columns Customise what data are shown in search results when each order is listed.
Order detail page Customise details displayed when an order is viewed.
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Customer Experience
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This guide describes the out-of-the-box options available for the Order Tracking function. Standard options available are extensive. But perhaps your customer orders captures additional information that you want to be searchable or displayed in Order History, e.g., Job Number, Procurement Reference, or Actual Delivery Date? For implementation of custom fields and options in order tracking, please contact Commerce Vision. |
Your customers access Order Tracking via the Dashboard menu when logged into your website. What the order tracking menu item's name is may vary, as it depends on what it was labelled during set up. It NOTE - Order tracking is available to a user only if enabled at the user's Role level. The functionality is generally enabled for B2B customers but can be made available to any user group.
(1) Your customer accesses Order Tracking on the Dashboard menu when logged in. The menu item is usually called 'Track Orders' or 'Order History'. NOTE - Order tracking is available only if the user' s role includes tracking their orders. The functionality is generally enabled for B2B customers but can be made available to any user group.
different depending on what your business wants to label it.
(2) The user can search for a specific order by entering the invoice number or enter a search criteria to find orders that fit the search criteriaone or more matching orders.
Under the Search tool, the Order History page will list all orders and related data 
(3) All found orders are listed, each with basic details such as current order status, order date, and order total. (Display options can be are edited in the Track Order Widget.)
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If you want to allow your customers to download search results to a CSV file, in the Track Order Widget, enable the Show Export to CSV toggle. Available for 4.31+ | ||
| MultiExcerptName | 4.28 | PageWithExcerpt | LTS 2021 actual min. versions .
The user can click View to see an order's details. If the order has been completed, the Invoice Reprint button will be available.
In the order details page, the user can view the order, copy items to their cart and print the order.
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If an Advanced Order Approver by User and Account option with re-assign approver has been set up for a Customer account, the user will be able to re-assign to another available approver in Order Tracking. The log of actions relating to the approval, e.g., approver changed, approval time stamp, are also displayed. Orders pending approval can be searched for in Order Tracking.
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Step-by-step guide
Enable Order Tracking
NOTE - Order Tracking is usually already added and enabled by Commerce Vision for your site. However, if the page has been removed and you want to re-add, here is how to do it.
To enable Order Tracking:
- Login to your website as an Administrator.
- Navigate to Content → Menu Editor (/zMenus.aspx).
- Select the required Menu Code.
- Click Parent Items.
- Select the required Menu Item Code.
- Click Menu Items.
- Add OrderSearch.aspx as a new menu item. See Adding a new menu item for further details.
- Enter the label name and details for the menu item as well as where it will be located in the User's navigation menu. The label usually used is 'Order Tracking' or 'Order History'.
Update Order Tracking Settings
Display and function options on Options and settings for the Order Tracking page are configured in the Track Order Widget. Here, you can enable Enable and disable default settings , add additional and functions, and edit texts for labels for Track Order , buttons and fields . for:
- Search order tool
- search results display (via columns)
- order details page
To edit the Track Order Widget:
- In the CMS, navigate go to Content → Pages & Templates.
- Use the Search tool to find the 'Track Orders' template.
- Click Edit.
- Find the Track Order Widget and click Edit.
Edit the settings as required.
For guidance, seeSee: Track Order Widget. (NOTE - Some options have minimum version requirements.)
Additional Information
With order tracking enabled, it's possible to customise the order status descriptions that users see. Refer to How to customise Order Status descriptions for further information.
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