Overview
Online order tracking is easy. Depending on settings, Users can search for specific orders, filter by date, product, order status, and so forth.
The order tracking page displays a list of orders and related data such as current order status, order date, and order total.
The user can drill down to the order header and lines, copy items to their cart, and print the order. If the order has been completed, they can also request an Invoice Reprint.
Order tracking is made available to users via the menu structure. As long as a role has access to 'OrderSearch.aspx' via its menu, those users will be able to track their orders. This functionality is generally enabled for B2B customers, but can be made available to any user group.
For Customer accounts
If an Advanced Order Approver by User and Account option has been set up for a Customer account that allows the User to re-assign to another approver, in Order Tracking, the User will be able to cancel a 'pending approval' order or re-assign it to another approver if available.
Step-by-step guide
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.
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.
Minimum Version Requirements |
|
---|---|
Prerequisites |
|
Self Configurable |
|
Business Function |
|
BPD Only? |
|
B2B/B2C/Both |
|
Ballpark Hours From CV (if opting for CV to complete self config component) |
|
Ballpark Hours From CV (in addition to any self config required) |
|
Third Party Costs |
|
CMS Category |
|
Related help