Manage a customer order

Customer Details is where you handle one customer's orders: checking status, marking pickups complete, and combining open orders into a single shipment.

On this page

• Open Customer Details
• Read the order badges
• Mark one order picked up or delivered
• Mark all open orders complete
• Combine a customer's open orders

Open Customer Details

Two ways in:

• Right after you add a new customer. See Add a new customer.
• By clicking a customer on your Customer List.

Their orders, current and past, live on the Orders tab.

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Read the order badges

Colored badges on the Orders tab tell you what needs attention:

• Green: open orders
• Red: problem club orders
• Yellow: unpaid club orders

Note: No badge means the customer has no orders in that status.

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Mark one order picked up or delivered

1. Find the order on the customer's Orders tab.
2. For a pickup order, switch Order is Picked Up to ON.
3. For a local delivery order, switch Order is Delivered to ON.

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Mark all open orders complete

When a customer picks up everything at once, you don't have to toggle each order.

1. On Customer Details, click Actions in the top right.
2. Click Pick Up Order Picklist for pickups, or Local Delivery Picklist for local deliveries. The products from all of that customer's open orders of that type appear.
3. Click Mark All Complete.

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Combine a customer's open orders

1. On Customer Details, click Actions > Combine Orders. The Orders tab filters down to the orders that can be combined.
2. Select the orders to combine.
3. Click Combine Ordersand follow the prompts:
   1. Choose Order Destination, Shipping Address, and Shipping & Packaging details, where they apply.
   2. Review and confirm the combined order.
   3. Decide whether to notify the buyer.
   4. Complete checkout.
4. If the combined order needs a charge, use the customer's card on file or enter a new one.
5. If it comes to less than the original total, choose how to handle the difference: no refund, refund as stored credit, or refund to the customer's credit card, where you pick which transaction the refund applies to.

Note: Damage replacement orders can't be combined. And if you include an order in "UPS Label Created" status, its label is canceled, so don't use it.

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