Order Management

Order management is a comprehensive set of tools which allow you to review and/or adjust existing orders. This includes:

• viewing order details
• adding/removing products
• adding/removing fees
• modifiying customer order information
• viewing/printing/sending receipts and tickets

These tools are provided to facilitate partial refunds, full refunds, exchanges and add-on purchases. These are permission-based tools, so you can limit the team members who can use them.

User Access Settings

Spark location: Tools > Users

To modify an existing order, users will need to have all of the following checked on the Access tab of their user settings:

• Admin
• Commerce (either Full Access or Reports Only)
• Can edit order/invoices

View Order

Spark location: Commerce > Reports > Purchases

Any Admin with access to the Purchases Report can view the order details by hovering over an order number (ID) and choosing 'View'.

Other options shown in the dropdown menu will also be available once you've opened the order.

This allows you to see the date, time & sales channel of the order, as well as the transaction details.

You can add first & last name and/or modify the email address in the Customer box:

...and you can add notes regarding the transaction:

From the Actions panel on the right, you can edit or cancel the order if your user access settings allow. You can reprint tickets and the sales receipt, or check the usage of the tickets.

Edit Order

Spark location: Commerce > Reports > Purchases

From the Purchase Report, hover over the order number and choose 'Edit'. This option may not be available, depending on your user access settings.

If you're already viewing an order, choose Edit from the Actions panel on the right

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Partial Refund

The left side of the Edit window is for removing products from an existing order. Click the + (plus) next to a product to expand the details. If fees were added to the product, those are shown as separate line items:

Checking a top level item will select everything related, or you can choose specific line items. Once selected, those totals appear below:

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Add to Order

The right side of the Edit window is for adding products to an existing order.

• Click the Product button then locate what you need to add by choosing a category/subcategory - or you can search by keyword.
• You can select multiple products using the 'Add Products' button.
• After choosing your final product, click 'Add Products and Close'.

After adding products to the order, the totals on the page will be recalculated. If necessary, the price of each product you're adding can be manually adjusted.

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Additional Features

There are a few more options at the bottom of the page... you can update customer details, leave admin notes, automatically send an updated receipt, add a note for the customer, and assign any updates to a specific user.

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Saving Updates

Finally, after removing and/or adding to the order, you need to save the changes. Look for the box in the bottom right corner of the screen:

If additional funds need to be collected, the order update must use the original method of payment (cash must be cash, credit card must be credit card - BUT, you can change the card by manually entering a new credit card number, expiration date and CVV).

Unlike cancelations, card information is not stored so it will be necessary to swipe/insert a card, or manually enter a card number to complete the transaction. You will need a credit card reader attached to your computer in order to use the swipe/insert option.

After saving, you have the option of printing or sending the tickets; emailing or viewing the receipt; viewing or editing the order; or returning to the Purchases Report.

Cancel Order

Spark location: Commerce > Reports > Purchases

From the Purchase Report, hover over the order number and choose 'Cancel'. This option may not be available, depending on your user access settings.

If you're already viewing an order, choose Edit from the Actions panel on the right

The entire order will be selected for a refund. You can still modify the info at lower left, but otherwise the only options are to Save or Cancel the refund.

After Saving, the screen will display options to Email or View the receipt, View the order, or return to the Purchases Report.