2.0 Customer order history and cashback information
Each registered customer has an account with the history of all orders and the history of cashback transactions (if this feature is enabled)
The history contains detailed information on each of the orders and allows you to blacklist a customer, activate or delete his account. Use the Cashback tab, to view the cashback transaction history, as well as to withdraw or deposit a certain amount of cashback.
The order history page is available via a direct link from the order card, or via search by the customer's phone number.
This tab shows detailed information about the customer and their orders.
The top of the page contains the following information:
Customer’s name, with a link to the company selection page or the company menu page (in the case of a mono-brand) with a side menu for placing an order by phone.
Customer’s language.
The number of successfully completed orders and the average check.
Customer's phone number. Click on the number for calling.
The amount of cashback on the customer's internal account.
Link to call history.
Customer’s status. Available statuses:
- Active. The customer is able to make orders.
- Blocked. The customer is on the blacklist and cannot place orders.
- Deleted. Permanently deletes the customer's account.
The Update button, that lets you refresh the info on the page.
An editable note where you can provide additional information about the customer. Its editing is also available from the order card.
Three most often chosen companies and the number of successfully completed orders in each of them.
The customer's taste preferences in the form of icons of frequently ordered product/dish categories.
Below is a table with all customer orders. Orders can be highlighted in three different colors. White - the order is successfully completed. Red - the order has been canceled. Green - the order is in progress. The table contains the following information:
Order number. Click on the number to open the order card.
Type. Ordering method (website, app, CC, on-site).
Name. Customer’s name added at checkout.
City. City of ordering.
Location. Company name and location address.
Date. Ordering date.
Order. Order items and their price.
Bill. Order price.
Cashback. Amount of earned cashback.
Delivery method. Type of delivery.
Address. Delivery address.
Wishes. Wishes for the order.
Received. Final order status and delivery delay.\
Note: History of orders will only become available after the first completed order.
This tab contains the cashback transaction history, with the ability to withdraw or deposit a certain amount of cashback. This tab only becomes available if cashback is enabled in system settings. To manage customer cashback, you must have the appropriate permission.
To manually credit cashback, enter the amount in the Cashback field, add a note in the Comment field and then click Add. Enter a positive amount for crediting cashback. Enter a negative amount for deducting cashback. The comment for the transaction will only be available in the transaction history and will not be visible to customers.
The transaction table contains the following information:
Order number. Click on the number to open the order card.
Date. Transaction date.
Cashback. Cashback amount.
Type. Type of transaction (order or manually).
Status. Current status of a transaction.
Comment. Note to the transaction (will contain the name of the company in case of an automatic transaction).
Note: If there was a withdrawal and depositing of cashback in one order, then both transactions will be displayed separately.
Link to this article: here
The history contains detailed information on each of the orders and allows you to blacklist a customer, activate or delete his account. Use the Cashback tab, to view the cashback transaction history, as well as to withdraw or deposit a certain amount of cashback.
Access to order history
The order history page is available via a direct link from the order card, or via search by the customer's phone number.
Available elements
User info
This tab shows detailed information about the customer and their orders.
The top of the page contains the following information:
Customer’s name, with a link to the company selection page or the company menu page (in the case of a mono-brand) with a side menu for placing an order by phone.
Customer’s language.
The number of successfully completed orders and the average check.
Customer's phone number. Click on the number for calling.
The amount of cashback on the customer's internal account.
Link to call history.
Customer’s status. Available statuses:
- Active. The customer is able to make orders.
- Blocked. The customer is on the blacklist and cannot place orders.
- Deleted. Permanently deletes the customer's account.
The Update button, that lets you refresh the info on the page.
An editable note where you can provide additional information about the customer. Its editing is also available from the order card.
Three most often chosen companies and the number of successfully completed orders in each of them.
The customer's taste preferences in the form of icons of frequently ordered product/dish categories.
Below is a table with all customer orders. Orders can be highlighted in three different colors. White - the order is successfully completed. Red - the order has been canceled. Green - the order is in progress. The table contains the following information:
Order number. Click on the number to open the order card.
Type. Ordering method (website, app, CC, on-site).
Name. Customer’s name added at checkout.
City. City of ordering.
Location. Company name and location address.
Date. Ordering date.
Order. Order items and their price.
Bill. Order price.
Cashback. Amount of earned cashback.
Delivery method. Type of delivery.
Address. Delivery address.
Wishes. Wishes for the order.
Received. Final order status and delivery delay.\
Note: History of orders will only become available after the first completed order.
Cashback
This tab contains the cashback transaction history, with the ability to withdraw or deposit a certain amount of cashback. This tab only becomes available if cashback is enabled in system settings. To manage customer cashback, you must have the appropriate permission.
To manually credit cashback, enter the amount in the Cashback field, add a note in the Comment field and then click Add. Enter a positive amount for crediting cashback. Enter a negative amount for deducting cashback. The comment for the transaction will only be available in the transaction history and will not be visible to customers.
The transaction table contains the following information:
Order number. Click on the number to open the order card.
Date. Transaction date.
Cashback. Cashback amount.
Type. Type of transaction (order or manually).
Status. Current status of a transaction.
Comment. Note to the transaction (will contain the name of the company in case of an automatic transaction).
Note: If there was a withdrawal and depositing of cashback in one order, then both transactions will be displayed separately.
Link to this article: here
Updated on: 27/05/2024
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