At the top of your order details you will see the following order data:
To the right of the order data you have an immediate action to:
Under More Actions (3 dot icon):
Looking to make some changes to an existing order? CLICK HERE.
This is the information your shopper entered through the ordering process. If your shopper has an account with you, the order will be visible within their account under Customers.
Payment details gives you the high level payment information your shopper entered for their order. This information coincides a bit with what your Cart Settings are set to; i.e. Purchase Order Number, Credit Card used/last four digits of the card shown, Arrange Later, Transaction ID, etc.
Within this section you have the ability to:
Along with the payment details, you can view the Transaction ID in order to reference the ID accurately with your payment processor. This will allow you to easily compare and confirm your transactions between InkSoft and your payment processor.
Here are examples of the Transaction IDs for each of the payment processors:
Depending on the selection made by your shopper you will be shown:
When shipping has been selected by your shopper, you have the ability to do both of the following within the order itself:
USE CASE: As the shop owner, you already have the shirts printed and ready to go. You have printed a label externally and would like to move this directly to completed. By recording the shipment within the order, you have the ability to bypass the Purchase Shipping Label step, moving this order straight to a completed status.
USE CASE: As the shop owner you already have the shirts printed and ready to go. Since you are already within the order, you would like to print directly from here vs. marking it ready to ship and doing it at a later date.
USE CASE: Customer called and wants to expedite their order changing it from Ground to First Class Mail. OR customer calls and would like to change from shipping to pickup or delivery option.
When pickup has been selected by your shopper, you have the ability to:
USE CASE: Document who at a school picked up all the items to be distributed. This is your insurance so that if a child's mom reaches out to ask who picked up her son's soccer uniform, you can let them know that Coach Smith did.
USE CASE: Customer called and would like to change the location from your shop to his child's school. OR customer calls and would like to change from pickup to shipping.
Leave a high level note that everyone on your team needs to know about this order (internal only.)
Example: JP called in and needs to expedite this order due 'X' date. I updated the shipping info and forgave the extra $3.50.
This section will show any additional information you requested within checkout.
Any product within your order is shown as an individual line item. It will show you the following details:
NOTE: Next to your sizes you will see your garment's purchasing status. This relates to the Purchasing section of the Jobs add-on solution, and it will either show you Needs Purchasing or Received.
Production card number will be shown underneath your product image. To the far right of the production card you will see the Job Number and Stage your production card is within (these stages are built by you, the shop owner!)
If this is a brand new order and your production cards are not assigned to a job, the Job ID Number and Stage will not be visible.
NOTE: A production card is part of the Production section of the Jobs add-on solution, and is automatically generated once an order is placed. You can have a maximum of 4 production cards per product due to print location (i.e. front, back, left sleeve, right sleeve.) A production card will be generated for each design location for every unique item within the order.
The order details will also reflect any quantity discounts that products may have. Products with quantity discounts will display a green tag in the top-left corner that says "QUANTITY DISCOUNT". On the hover preview of the item pricing, you will see the original Product Price, and the Quantity Discount amount. The subtotal here will reflect the discounted pricing for the items, and this same price will be reflected in the order Summary for the Item Subtotal - no quantity discounts will display separately in the order Summary:
Looking to partially edit or update an order? CLICK HERE.
Order summary gives you a breakdown of:
Use Case: As the shop owner you had a to do some significant work on the artwork and would like to add a $25.00 art fee to this order prior to the start of production. OR there was a delay with the order and you would like to give a 5% discount/return for any frustration on the customers side.
Provides important information about the orders history and activities.
NOTE: This is generally automatic but you can manually "Leave a comment" as well.