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MANAGE A CUSTOMER'S ORDERS


Sign In to Your Account

View Customer Details

The Customer Details screen is presented:


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.

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