The Order Details View brings together the group of Transactions that make up an Order and presents them on a single screen. This shows the current state of the Order, excluding Voided and Refunded items, meaning that you see only live items, i.e. what the Customer holds right now.
When you are on this screen you are in the Order Details View, as opposed to looking at a single Transaction.
From here you can click the Transactions tab to open any individual Transaction. You can view and manage these Transactions without leaving the Order.
Learn more - Guide: Order Details
Terminology
Transaction - an individual record of sales activity for Tickets, Products and other items, with its own reference and status
Order - a group of one or more Transactions placed together. This can include Transactions across different statuses, such as In Basket, Reservation and Complete
Order Details - a consolidated view of the current state of an Order, showing only live items. Voided and refunded items are netted out, so the view reflects what the Customer currently holds
Transaction Details - a view of the selected Transaction, displaying the details of that individual sale
What can I do in the Order Details View?
See the current state of an Order at a glance
View the Financial Summary for the whole Order - Total, Paid to Date, Refunded and Balance Due
Use the Filter to show only the parts of the Order you want to see
Open a list of every Transaction that makes up the Order
Open any individual Transaction in a side drawer to view and manage it
Take an action across the whole Order with Manage Order - Generate Barcode, Exchange, Refund, Create Related Transaction or Merge
Review all Correspondence for the entire Order in one place
See the Notes from every Transaction in the Order on the Notes tab
Learn more - Guide: View & Manage a Transaction
FAQs
Do I need to do anything to switch this on?
Do I need to do anything to switch this on?
No. The Order Details View is available to all Users who can access Transactions in the Dashboard. There is no change to your permissions or login.
Who is this for?
Who is this for?
Anyone whose Role can view Transactions in the Dashboard - typically Box Office, Box Office Admin, Admin and Owner, plus any Custom Role with Transactions access.
Learn more - Overview: System & Custom Roles
Can I still manage a single Transaction on its own?
Can I still manage a single Transaction on its own?
Yes. Individual Transactions are still fully accessible and manageable.
You can open them directly from the Transactions page by clicking the row, or from within the Order Details View via the Transactions tab.
Learn more - Guide: View & Manage a Transaction
Has anything changed about how Transactions work?
Has anything changed about how Transactions work?
No. The way Transactions behave is unchanged. This update changes how they are presented and accessed, bringing them together under the Order.
Why don't I see voided or refunded items in the Summary tab?
Why don't I see voided or refunded items in the Summary tab?
The Summary tab shows the current state of the Order, meaning only live items.
Voided and refunded items are netted out so you can see at a glance exactly what the Customer holds right now.
Individual Transactions, including any that have been voided or refunded, can be found via the Transactions tab.
Where can I find the Order & Transaction Reference Number?
Where can I find the Order & Transaction Reference Number?
The references are above the title on both the Order Details screen and the Transaction Details drawer.
Can I merge two Orders?
Can I merge two Orders?
Yes, if both Orders belong to the same Customer Profile. Open the Order, click Manage Order and then Merge, find the other Order (you can search by Transaction reference), click Merge and accept the confirmation.
NOTE - once merged, Orders cannot be separated.
NOTE - this is separate from merging Customers. Merging two Customer Profiles moves all their Transactions onto one Profile, but those Transactions stay in their original Orders.
Learn more - Guide: Order Details, Guide: Merge Customers