Viewing orders
Dave Quested avatar
Written by Dave Quested
Updated over a week ago

How do I find/view an order?

In the admin area

There's a few ways to find/view an order:

  • Using the global search.

  • Using the order search.

  • Finding via a person / organisation.

  • Finding via an item

To find/view an order using the global search:

  1. Click on the big search icon (top right).

  2. A search box will appear where you can search for the order.

  3. Click on the order to view it.

To find an order using the order search:

  1. Go to Commerce > Orders.

  2. Use the search to find your order. You can click the Filter button top right to narrow down your search. If you want to see all orders, just hit Search with no filters or search applied.

  3. Click on the order to view it.

To find an order via a person / organisation:

  1. Find the person / organisation under Contacts.

  2. When viewing the person / organisation, click on the Orders tab

  3. You'll see a list of the orders,

  4. Click on the order to view it.

To find an order via an item:

  1. Find the item (e.g. product, ticket, membership, gift voucher)

  2. When viewing the item, you'll see either a link to the specific order or an orders tab.

  3. Click on the order to view it.

In the mobile and POS apps

Via the menu.

  1. Click the menu icon (three horizontal lines) in the top left corner.

  2. Click Orders from the menu, this will open the Orders page displaying a list of orders for the site. You can use the search icon top right to filter.

  3. Click on the order to view it.

Via a person.

  1. Click the menu icon (three horizontal lines) in the top left corner.

  2. Click People from the menu, this will open the People page.

  3. Click the person you would like to view the orders for, this will open the relevant Person page.

  4. Click the Orders field on the Person page, this will open the Orders page displaying a list of orders for the person.

Via an organisation.

  1. Click the menu icon (three horizontal lines) in the top left corner.

  2. Click Organisations from the menu, this will open the relevant Organisations page.

  3. Click the organisation you would like to view the orders for, this will open the relevant Organisation page.

  4. Click the Orders field on the Organisation page, this will open the Orders page displaying a list of orders for the organisation.

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