Orders
The Orders Page is a critical component of the Velocity ecommerce platform designed to provide valuable insights into the order-related information for sales representatives. This page is where all the purchases made by clients are logged, providing a comprehensive overview of all the transactions. At its core, the Orders Page is a database of sales that have occurred. Each entry in this database represents a single order and includes essential information such as the Order ID, customer's name, order date, products ordered, quantities, total amount, and payment status. This rich dataset enables users to dissect and understand sales orders quickly.
To further aid understanding, the Orders Page also includes advanced filtering and sorting options. Users can filter orders based on various parameters like date, customer name, product, or payment status. This feature is especially useful when looking for specific orders or analyzing sales over a specific period.
The Orders Page is designed to provide a seamless user experience. Each order entry can be expanded to view more detailed information, such as the shipping address, payment method, and any notes about the order. This allows sales users to have all the necessary information at their fingertips without navigating away from the page. In order to view this information, simply click on the blue Order ID number listed to the left of the order as outlined in the provided screenshot below:
The "Customer" column provides a brief overview of the customer who had executed the order. This information includes the customer's first name, last name, and organization that they're associated with.
The "Placed At" column quickly shows users what time, date, and year that the order was placed at.
The "Status" column allows users to see the current state of the order. These statuses are listed as such:
- Completed - Order fulfilled and successfully delivered to the customer.
- Shipped - Order has been fulfilled and has been shipped to the customer
- Awaiting Fulfillment - Order is being processed.
- Canceled - Order canceled by the customer or a user.
- Refunded - Order refunded by the customer or a user.
The Tags column shows the product tags that are associated with each order. Tags are derived from each individual item on the order. This allows users to see which items are being actively ordered and which items are seeing gaps in order consistency.
This column displays the order total so that users can see which customers order in high volume or more expensive products.