Need customised fields and functions?
This guide describes the out-of-the-box options available for the Order Tracking function. These options are extensive. But perhaps your customer orders capture 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, please contact Commerce Vision.
Overview
Online order tracking allows your customers to look up their entire history of submitted orders. This includes completed and rejected orders.
For B2B customer accounts, Order History can be configured to allow the logged in user to search and 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 orders for all Customer accounts they have access to.
Administrators can set options in the Track Order Widget to configure:
- search fields in the Search order tool
- search results displayed (via columns)
- order details page
Search-related
- Automatically display all orders (below Search panel) when Order Tracking page loads?
- Show Account Code search?
- Consolidate search options?
- Show only orders for current customer or all customers linked to user
- Use a specific order status as default (in the Order Status search field)
- Show Export to CSV (button)? Exports found orders to a downloaded CSV file
Search Results columns to display
- Discount (displays ERP-initiated discounts only)
- Show blank when discount rate is 0%? If off, 0% discount displays as:
- Show blank when discount rate is 0%? If off, 0% discount displays as:
- Backorders
- Show actual delivery date?
- Approver details (for orders needing approval, show approver Id)
- Entered By (user who ordered)
- Use customer name instead of customer code?
- Show Print Order button on mobile devices?
Order detail page
- Show warehouse description instead of code
- Consolidate note lines?
- Show invoice approval information?
- Show preferred delivery date?
- Invoice Details
- Use APN instead of Product Code
- Use Product hyperlink
- Show order shipped total summary
- View Unit of Measure (UOM) difference text?
- Show extended UOM difference text?
- Show itemised charges?
- Allow invoice download? (Document Downloads need to be set up to use this feature.)
On this page:
FAQ
Customer Experience
NOTE - Order tracking is available only if it is enabled for the user's Role. The functionality is generally enabled for B2B customers but can be made available to any user group.
Your customers access Order Tracking on the Dashboard menu when logged in. The menu item is usually called 'Track Orders' or 'Order History'. The name may vary as it depends on what your business wants to label it.
On the Order History page, the user 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.)
Add Export to CSV
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+ .
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.
For Customer accounts with Approvals enabled
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:
- 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
Options and settings for the Order Tracking page are configured in the Track Order Widget. Enable and disable settings and functions, edit texts for labels, buttons and fields for:
- Search order tool
- search results display (via columns)
- order details page
To edit the Track Order Widget:
- In the CMS, 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. See: 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.Order status descriptions and search filter options can be customised.
| Minimum Version Requirements |
|
|---|---|
| Prerequisites |
|
| Self Configurable |
|
| Business Function |
|
| BPD Only? |
|
| B2B/B2C/Both |
|
| Third Party Costs | n/a |
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