Order Summary

Order Summary

Info
Module: Order Detail Screen
Topic: Order Summary
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center

What Is Order Summary

The Order Summary displays all the relevant information pertaining to the order including customer information, payment information, demographic information and item information.

Making The Connection

Where Will I See This Within OLX?


Order Summary button can be found on the Order Detail screen just above and to the right of the campaign information section.

What Reports Can Be Pulled?

  1. Many of the Sales Reports can pull the information found in the Order Summary
  2. Data Warehouse Export

What Imports/Exports Relate to Print Receipt

  1. at this time there are no import/exports

Trouble Shooting

  1. How do I change the address?

    1. Address can be adjusted by updating the Client address information.

How To


 
  1. Client Address - the address from the Client is displayed here. If there is no address on that tab, then the address from System Preferences
  2. Order Number - the OrderLogix order ID
  3. Ship To - the address currently displayed on the order's Shipping Information section
  4. Sold To - the address currently displayed on the order's Customer Information section
  5. Agent - this is the employee that created the order for the customer
  6. Order Date - the date that the order was taken
  7. Order Time - the hour:minute that the order was taken
  8. DNIS - this is the DNIS that was used to create the order
    1. AUTO means the order was created via system for continuity processing
  9. Voice Print ID - this comes from the Order Detail > Campaign Information section
  10. Web Order Number - represent order IDs for this specific order from other vendors
  11. Hold - is the line item on hold?
    1. Yes - line is on hold
    2. No - line is not on hold
  12. Payment Information - this is the current payment method associated to the order. This does not necessarily mean this is the payment method that was used to capture funds on the order.
  13. Notes - this comes from the Order Detail > Customer Information section
  14. Promo Code - this comes from the Order Detail > Campaign Information section
  15. SSN - this came from the Customer records Customer Demographics tab *** this has since been removed from the app
  16. Email - this comes from the Order Detail > Customer Information section
  17. Custom Fields - this comes from the Order Detail > Campaign Information section
  18. Age - this comes from the Customer records Customer Demographics tab 
  19. DOB - this comes from the Customer records Customer Demographics tab 
  20. Gender - this comes from the Customer records Customer Demographics tab 
  21. Soliciting - this comes from the Customer records Customer Demographics tab No Soliciting field
    1. Yes - this will show False on Customer record, meaning you can send notifications to the customer
    2. No - this will show True on Customer record, meaning you can NOT send notifications to the customer
  22. Product Code - this is the Product name associated to the product offer that was sold
  23. Product Description - this is the product offer description
  24. Qty - the number of units being sold for that product
  25. Price - unit price for single quantity of line item
  26. S&H - shipping and handling for single quantity of line item
  27. Rush - was item marked for rush shipping?
    1. Blank - line was not part of rush shipping
    2. Checkmark - line was exported with rush shipping
  28. Extended Price - this is the line item values * quantity
  29. Totals - the sum of each line item values

Copyright 2019
Revised 5.07.2025


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