Viewing Order Details
To view the details of an Order on your system, go to http://demo.bookinglive.com/orders and then select an order.
- Purchaser name
- Purchaser address
- Purchaser telephone number
- Purchaser e-mail address
- Order reference number
- Order date
- Order total
- Outstanding balance
- Order tags (See below)
- Order status (See below)
- Order item details: Product Name + Start Date & Time + End Date & Time + Location + Participant Name
- Order item source (See below)
- Order item tax amount
- Order item total
- Order total tax amount
- Order total amount
- Transaction date
- Transaction time
- Transaction status
- Transaction type
- Transaction source
- Transaction ammount
- Transactions total
- Order notes (See below)
Introduced in v3.4, Orders can have freeform tags added to them for administrative purposes. This can be used to track certain Orders, or to record actions taken against them (for administrative purposes).
To add a new tag to an Order, you simply enter the tage name and hit enter. This then applies the tag against the Order.
Once a tag has been added to an Order, it can be used again on other Orders by entering the tag name into the box, and clicking on the suggestions provided.
Tags can be used in the Filters on the Orders screen.
Introduced in v3.4, Order Statuses were expanded out to provide more details:
|Completed||Full Payment Order||Completed|
|Has Confirmed Childcare Voucher + therefore full payment||Completed|
|Has Confirmed Childcare Voucher + not fully paid balance||Balance Outstanding|
|Has Internal Voucher||Completed|
|Has External Agent Voucher||Completed|
|Checked out Resource Library Order||Checked Out|
|Partially Checked in Resource Library Order||Partially Checked In|
|Partially Paid Order with no "Amount Overdue"||Balance Outstanding|
|Has Unconfirmed Childcare Voucher||Childcare Pending|
|Partially Paid Order with "Amount Overdue"||Payment Overdue|
|Invoice Order with CedAr||CedAr Invoiced|
|Provisional||Awaiting Checkout Resource Library Order||Awaiting Checkout|
|Admin Order with the "Complete as Provisional" button clicked||Provisional|
|Order Completed when "All Orders Provisional" ticked||Provisional|
|Pending||Orders currently still in the booking process||Pending|
|Orders which have left the booking process but the cron hasnt cleared yet||Pending|
|Aborted||Orders which have failed at the payment gateway||Payment Failure|
|Aborted||Orders which have not completed the booking process and timed-out||Aborted|
|Cancelled||Orders which the Admin has cancelled||Cancelled|
|Orders which the Customer has cancelled||Cancelled|
|Orders which were still Provisional when the first datetime within the order passes.||Cancelled|
|WaitingList||Waiting List orders||Waiting List|
Order Items and Transactions both display their "source", this is to record who added the order tiem to the order, and where the Transaction originated.
In most cases, these will be "Customer", as they will have been added by the customer to the order. However, in some cases, they might have been added by an Admin, in which case, the source will be "Staff(Name)". This allows for easy and quick checking of where order items and transactions originate from.
Order notes can come from three sources:
- The "Comments / Special instructions" box at the end of the Billing Page
- Booking Live (as part of a Migration)
In all cases, Admin Notes can only be seen by people with access to the Admin section of the booking system.
In the top-right of the Order detaisl screen, there is an "Actions" menu, which provides the following options:
- Add to Order
- Edit Details
- Resend Confirmation
- Cancel Order
- Add Payment
- Complete Order
Add to Order
This action allows you to add an additional item to the Order. When you select this option, you will be provided with the following options:
|Additional booking||Add an additional booking which could be of any product type and will recalculate the basket total upon submission, potentially triggering discounts|
|Upsell||Add an upsell to this order. (This option will be greyed out if there are not Event Upsells set up on any of the products in the order)|
|Physical Item||Add a Physical item to the order. This can include any Physical Item set up on the system. (This option will be greyed out if there are no Physical Items on the System)|
This action allows you to edit the details of the Purchaser of the Order.
This action allows you to resend the confirmation e-mail, if required.
This action will cancel the Order, but not process any refunds.
This action will only be displayed if there is an outstanding balance against the Order. This option will take you to the Billing Admin page, where you can then process any additional payments against the Order, as required.
This action will only be displayed if the Order has been cancelled. This option will allow you to complete the Order and make it active again.
To view more details about a Transaction, simply click on the icon, which will then open up a pop-up window, displaying more details about the Transaction.
To mark a Transaction as having been refunded, go to the Transaction Details, and then click on the "Refund" button.
You will be asked to provide a reason for the Refund, and to state the method through which the Transaction was refunded.
If you use SagePay as your Payment Gateway, refunding a transaction il Booking Live will process the relevant refund through SagePay, all other Payment Gateways will require a manual refund via the gateway.