Order Lookup
RMA Details Screen
Module : Customer Service Topic : RMA Details Screen Version(s) : Version 5.1 and up Editions : All Editions What Is An RMA The Return Merchandize Authorization (RMA) is created when an item is being returned to you from the customer. Making The ...
Order Lookup
Module : Customer Service Path: Customer Service > Customer Service > Order Lookup Topic : Order Lookup Version(s) : Version 5.1 and up Editions : All Editions What Is Order Lookup Use the Order Lookup to find a customer or order, by various ...
Packing Slip
Module: Order Detail Screen Path: Order Detail Screen > Print Packing Slip Topic: Print Packing Slip Version(s): Version 5.1 and up Editions: All What Are Packing Slips The Packing Slip displays all the relevant shipping information pertaining to the ...
Bad Debt
Module: Order Detail Screen Topic: Bad Debt Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Mark as Bad Debt to report on ...
Payment Schedule
Module: Order Detail Screen Topic: Schedule Payments Version(s): Version 5.1 and up Editions: Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Payments rescheduled or ...
Print Receipt
Module: Order Detail Screen Topic: Payment Receipt Version(s): Version 5.1 and up Editions: All Editions What is Print Receipt The Receipt displays all the relevant payment information pertaining to the order. Only items that have been paid will be ...
Edit Campaign
Module: Order Detail Screen Path: Customer > Order Lookup > Order Details Topic: Edit Campaign Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Is Edit Campaign Edit Campaign is where agents are able to adjust some order ...
Edit Shipping Information
Module: Order Detail Screen/Customer Detail Center Topic: Edit Shipping Information Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Is Shipping Information? Shipping information contains the name and address where ...
Order Summary
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 ...
Process Item(s) RealTime
Module: Order Detail Page Topic: RealTime Payment Processing Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions ...
Item Status Definitions
Item Status The Item Status field in the Order History section of the page has a link that will pull up the payment and shipment transaction details for that specific item. The transaction payment details will show which payment batch the item was ...
Hold Item
Module: Order Detail Page Topic: Hold Item Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Hold to report on the ...
Rush Item
Module: Order Detail Page Topic: Rush Item Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Rush to report on the ...
Mark Item Shipped
Module: Order Detail Page Topic: Mark Item Shipped Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Mark as ...
Mark Item Paid
Module: Order Detail Page Topic: Mark Item Paid Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Mark as Paid to ...
Refund Item
Module: Order Detail Page Topic: Refund Item Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Refund or ...
Resubmit Item
Module: Order Detail Page Topic: Resubmit Item Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Reason Code = RESUBMIT_ITEM to report on ...
Reship Item
Module: Order Detail Page Topic: Reship Item Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Reship to report on ...
Cancel Item
Module: Order Detail Page Path: Topic: Cancel Item Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Cancel to ...
Transaction Details Window
Module: Order Detail Screen/Customer Detail Center Topic: Transaction Details Window Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Is Transaction Details Popup The Transaction Details window provides a user with ...
Edit Order Item
Module: Order Detail Page Topic: Edit Order Item Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Edit to report ...
Add New Item
Module: Order Detail Page Topic: Add New Item Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Add to report on ...
Edit Customer Information
Module: Order Detail/Customer Detail Center Path: Topic: Edit Customer Information Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Is Edit Customer Information The Master Customer Address can be edited from both the ...
Order Detail Screen
Module: Order Detail Screen Topic: Page Overview Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What is the Order Detail Screen? The order detail screen displays data for a single customer order. The screen begins with six ...