Module: Customer Portal

Paths:

1. Welcome > View Detail
   
2. Welcome > Order Number Link
   
3. Orders > View Detail
   
4. Orders > Order Number Link
   

Topic:  Order Detail

OLX Version(s):  5.1

OLX Editions: Commerce, Call Center

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The Order Detail Screen will match information found within the OLX order detail.

Moving top to bottom, left to right:

1. Your company logo will be visible in the top left of the Order Detail screen
   
2. Your company name, address, and telephone will display below the logo
   
3. Bill To address for the customer
   
4. Ship To address for the customer
   
5. Order number
   
6. Order date
   
7. Order status
   
8. Order total
   
9. Quantity ordered of each line item
   
10. Item ordered
    
11. Description of item ordered
    
12. Shipped status of item ordered
    
13. Price of item ordered
    
14. Line total (quantity X price) of item(s) ordered
    
15. Subtotal
    
16. Shipping
    
17. Sales Tax
    
18. Order Total
    
19. Order Actions
    
1. Request Help
   
2. Change Items
   
3. Cancel Order
   
4. Request Return
   
20. Pay Now Button
    
21. Balance Due
    
22. Payment #
    
23. Payment Date 
    
24. Status
    
25. Amount
    

Getting There

The Order Detail screen can be navigated to using several different paths.

1. Welcome > View Detail
   
2. Welcome > Order Number Link
   
3. Orders > View Detail
   
4. Orders > Order Number Link
   

Customer Action Buttons

Action Buttons will be disabled when the order is in a Locked status due to one or more items being in Awaiting Ship-Confirm in the OrderLogix app.

Bill To Edit

Clicking on the edit icon  will display the Edit Address popup

There is no data validation done when an address is updated. If incorrect information is given the system will not display an error letting the customer know.
 For example if the zip and city do not match the profile can still be saved.

From here the customer can edit the following fields:

1. First Name 
   
2. Middle Initial
   
3. Last Name
   
4. Address
   
5. Address Line 2
   
6. City
   
7. State
   
1. The dropdown will display all of the areas the OLX instance is configured to sale to within the script rules
   
2. 
   
8. Zip
   
9. Country
   
1. The dropdown will display all of the areas the OLX instance is configured to sale to within the script rules
   
2. 
   
10. Phone
    
    
11. The save button will update changes made and close the popup
    
12. The cancel button will not save any changes and close the popup
    

Ship To Edit

Clicking on the edit icon  will display the Edit Address popup

There is no data validation done when an address is updated. If incorrect information is given the system will not display an error letting the customer know.
 For example if the zip and city do not match the profile can still be saved.

From here the customer can edit the following fields:

1. First Name 
   
2. Middle Initial
   
3. Last Name
   
4. Address
   
5. Address Line 2
   
6. City
   
7. State
   
1. The dropdown will display all of the areas the OLX instance is configured to sale to within the script rules
   
2. 
   
8. Zip
   
9. Country
   
1. The dropdown will display all of the areas the OLX instance is configured to sale to within the script rules
   
2. 
   
10. Phone
    
    
11. The save button will update changes made and close the popup
    
12. The cancel button will not save any changes and close the popup
    

Request Help

When the customer clicks on the Request Help button  a popup will appear displaying a dialogue box for your customer to relay information via to your Help Desk. 

1. The order number is displayed at the top of the popup to confirm the order help is being requested against.
   
2. The dialogue box gives ample space for your customer to type their concerns or needs.
   
3. All items on this specific order will move into an Item Pending Review status within your OLX instance to prevent the order from moving forward until the requested Help Issue has been resolved.
   
   
   
4. Clicking on the Request Help button  will send the request to your Help Desk.
   
5. The cancel button will not save any changes and close the popup
   

Request Return

The Request Return button  will only show on an order that has at least one item shipped. Clicking the Request Return button will display a popup with items that are eligible to be returned listed.

1. Customer must type something in the comments dialogue in order to activate the Request Return button for submitting request.
   
2. Customer must select at least one eligible item from the list in order to activate the Request Return button for submitting request.
   

Please note if more than 1 quantity was ordered the customer will have to put in the comments if they are wanting to return less than the total amount ordered. CSR will have to manually make adjustment within OLX

1. Clicking the Request Return button  will display another popup to confirm customer is ready to continue with the return.
   
1. Clicking Yes will send the messages configured on the Admin > Orders > Return Confirm tab
   
1. Another popup will display confirming request email has been sent
   
   
2. Clicking No will exit the secondary popup and return to the Request Return popup
   
2. The cancel button will not save any changes and close the popup
   

Cancel Order

Clicking on the Cancel Order button  will display a Request Cancel popup.

1. Clicking on the Request Cancel button  will cancel the order immediately within your OLX instance and send a confirmation message to your customer that is configured on the Admin > Orders > Cancel Confirm tab.
   
2. The cancel button will not save any changes and close the popup
   

Change Items

Clicking on the Change Items button  will display the Request Change of Items popup.

Pay Now

The Pay Now button  allows the customer to post a payment to the order.  This is NOT an instant payment capture button. This button allows the orders payment to be captured in the next scheduled payment processing job.

Please note at the bottom of the screen there is a message stating Payment will be captured upon review.
Payment processing must still be performed within the OLX instance before payment is captured.

Once the Pay Now button has been clicked a popup will display with a list of payments due if any.

1. Customer will select the payment profile from the drop down for use with current payment.
   
1. Only payment profiles associated to this customer will show in the drop down
   
2. 
   
2. Alternatively the customer can select the Add Different Payment tab  and add a new payment profile that will be associated to this customer for future use.
   
1. An Add Payment popup will display.
   Note the new payment method will be associated to the default payment account assigned to the campaign
2. Customer will need to select the payment method and fill in the information listed:
   Name on Card
   Card #
   Exp Month
   Exp Year
   
   
3. Save - will add the new payment profile and close the popup.
4. Cancel - will close the popup without saving any changes.
3. The customer will then check which payment they would like to make
   

1. Clicking the Pay Now button  will display a popup to confirm making this payment 
   
2. Yes button  will submit the payment for the next scheduled payment processing and close the popup
   
1. Payment history at bottom of screen will update and display the amount from above as being paid.
   
2. Balance Due will not update until after payment processing has been completed within OLX
   

Payment has been approved message is relaying that there were no errors submitting the payment from Customer Portal to OLX.
NOT that payment has processed and been approved via payment gateway

1. 
   
1. The cancel button will not save any changes and close the popup