Order Lookup

This report is an isolated version of the Purchases Report without the data export functionality and the ability to filter by product category.

The intended use for this report is to aide individuals assisting with customer service, yet should not have full reporting access.


Access Settings

Spark location: Tools > Users

When creating or editing an Admin user, narrowing the access to just 'order lookup only' and 'can edit orders/invoices' will allow a customer service rep to locate and edit/cancel an existing order or invoice.


Order Lookup dashboard

Spark location: Commerce > Order Lookup

This looks nearly identical to the Purchases Report, yet it does not include the data export functionality and the ability to filter by product category. Hovering over an ID number allows the user to access the options menu:

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