Patron Activity Tabs: Order Tab

Patron Activity Tabs: Order Tab (Reference)

Patron Orders Tab
Patron Orders Tab

The Orders Tab allows the user to view a summary of all previous purchases the patron has made. For more information on order management, click here.

Order

A unique number used to define the order.


Date

Date on which the order was made.


Tix Qty

Number of tickets in the order.


Tix Amount

Value of the tickets in the order.


Donation Amount

Value of the donations in the order.


Membership Amount

Value of the memberships in the order.


Fee Total

Value of the fees in the order.


Order Total

Combined total value of the donation.


Balance

Displays the amount the patron owes.


Final Date Due

Date which the outstanding balance on the order is due.


Outlet

The number representing the outlet responsible for the order.


alt="New
New Button

Opens a New Order Window.


alt="Open
Open Button

Opens the selected order for editing.


alt="Payment
Payment Button

When clicked with a single order selected, opens the Order Detail Window and lets you pay for the order. When clicked with multiple orders selected, applies a single payment for multiple orders.


alt="Invoice
Invoice Button

After placing an order for a patron, this button creates an invoice to be sent to the patron.


alt="Transfer
Transfer Button

alt="Print
Print Button

Opens a print dialog, to print the selected order


alt="Transactions
Transactions Button

Opens the Transaction History Detail Window record for the selected order.


Include Closed Orders

This filter box should usually be checked to show all orders that have received payment, whether or not they have been closed already.


Order Tab Context Menu   Top

Patron Orders Tab Context Menu
Patron Orders Tab Context Menu

This context menu is accessed by selecting one or more rows in the Orders Tab and right-clicking (control-clicking on a Mac). There are many functions on this menu, several of which can also be prompted from buttons on the Orders Tab. One of the important one functions available ONLY from this context menu is Rebuild. Rebuilding an order is a rarely needed, but useful troubleshooting tool that:

  • recalculates any balances that look to be errant on the patron record
  • recalculates the overall patron balance
  • allocates payments to amount paid for donations, tickets, passes, etc on the order