View Customer Details

The Customer Details screen is presented:

• After a new customer is added, see Add a New Customer.
• When an existing customer is selected from your CUSTOMER LIST.

View Orders Badges

The customer's Orders tab includes badges that indicate the number of orders the customer has in the following states:

• Green: Open orders.
• Red: Problem club orders.
• Yellow: Unpaid club orders.

Note: Badges do not appear if the customer does not have any orders in the applicable states.

View Customer's Orders

1. Go to the customer's Orders tab.
2. A list of all of the customer's current and historical orders appear.

Mark an Order Picked Up

1. Find the pick up order on the customer's Orders tab.
2. Turn the Order is Picked Up toggle ON to indicate the order has been picked up.

Mark an Order Locally Delivered

1. Find the order on the customer's Orders tab.
2. Turn the Order is Delivered toggle ON to indicate the order has been locally delivered.

Mark All Open Pick Up Orders Completed

1. When viewing the customer, select the Actions button in the top right-hand corner of Customer Details.
2. Select Pick Up Order Picklist. A picklist containing all products on the customer's open pick up orders appears.
3. Click Mark All Complete to mark all of the customer's open pick up orders as picked up.

Mark All Open Local Delivery Orders Completed

1. When viewing the customer, select the Actions button in the top right-hand corner of Customer Details.
2. Select Local Delivery Picklist. A picklist containing all products on the customer's open local delivery orders appears.
3. Click Mark All Complete to mark all of the customer's open local delivery orders as delivered.

Combine Customer's Open Orders

1. When viewing the customer, select the Actions button in the top right-hand corner of Customer Details.
2. Select Combine Orders. The orders tab appears filtered to include only the customer's orders that are available to be combined. Note: Damage replacement orders cannot be combined.
   1. If you include an order in UPS Label Created state, its UPS label will be cancelled as a part of the combine action. Do not use this label as it will not have accurate weight information.
3. Select all orders that you wish to combine and click Combine Orders.
4. Follow the prompts to select the Order Destination, Shipping Address and Shipping & Packaging amounts (if applicable) of the combined order.
5. Review and confirm the combined order details. Make changes as necessary.
6. Choose whether you would like to send a notification to the buyer regarding the combined order.
7. Complete checkout for the combined order.
   1. If the combined order results in it being necessary to charge the customer, you will be given the choice to either use the customer's credit card on file (if available), or enter a credit card for the charge.
   2. If the combined order results in an order amount less than the amount the customer was originally charged, you will be presented with the following list of options:
      1. Do not refund the customer
      2. Refund as stored credit
      3. Refund customer's credit card - You will be provided with a list of transactions eligible to receive the refund. Choose which transaction you would like to apply the refund to from the list.

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