Order and invoice history in Spire CMS
Optimizely Configured Commerce gives you information about orders and invoices. The website provides access to both, while the Admin Console only provides access to order information. Configured Commerce does not manage invoicing and displays only what the customer's ERP system provides to the database.
Configure displayed columns for Order History and Invoice History
You can select which columns to show or hide in the Order History and Invoice History tables. The following columns are available for each table. Each of these columns can be shown or hidden, with one exception for each table, as noted below:
- Order History
- Order # (always shown)
- Date
- Order Total
- Status
- Ship To / Pick Up
- PO #
- Invoice History
- Invoice # (always shown)
- Invoice Date
- Terms
- Due Date
- Ship To / Pick Up
- PO #
- Status
- Invoice Total
- Current Balance
To configure displayed columns for either table:
- Log in to the Admin Console.
- Click on Content Editor (CMS).
- Select which website to edit, if necessary.
- Click the Edit icon (pencil).
- Go to Order History or Invoice History. You may need to log in as a website user to see the tables.
- Add or edit the widget:
- Order History – Search Results Table under Order History Elements. The widget displays as OrderHistoryTable when hovering the mouse over it.
- Invoice History – Search Results Table under Invoice History Elements. The widget displays as InvoiceHistoryTable when hovering the mouse over it.
- Check each column you want to display in the table. The example below is for the Order History widget.
- Click Save.
- Click Publish.
- Click Publish again.
- Open the website and go to the published page to verify that the columns display as configured.
View history information through the website
The Order History and Invoice History pages provide information on previous orders and invoices.
Select Order # to view the Order Details page, which displays additional information, such as shipping method, order notes, and order lines. The Shipping Method field displays the shipping description if it exists. If it does not exist, the ship code is displayed instead.
By default, the table sorts by Date (newest first) and then by Order Number or Invoice Number (highest number first).
The Order History Details and the Invoice History Details pages have the following options:
- View the details of an order or invoice.
- Print order or invoice details (website only).
- Email the order or invoice details (website only).
- Cancel an order.
- Reorder all items (website only).
Note
You must update specific settings and configure an integration job to cancel or reorder from order history. See Set up order cancellation for more information.
Search for specific orders
Use the filter options to search for specific orders. Open the Filter panel to filter results based on Product, PO #, Order #, Date Range, Ship To, Status, Order Total (greater than, less than, equal to), and/or Amount.
Export order or invoice history
Download order or invoice history from the website as a comma-separated values (CSV) file. Use the file to reconcile orders, track open balances, or share records in a spreadsheet app.
The export uses the filters and sort order on the page. Complete the following steps to export order or invoice history:
- Log in to the website.
- Go to My Account > Order History or My Account > Invoice History.
- (Optional) Filter the table to limit the records in the export.
- Click Export All.
The browser downloads order_table.csv from the Order History page or invoice_table.csv from the Invoice History page. On the Order History page, Export All displays only when the table contains at least one order.
The file contains up to 9,999 records. To export more, narrow the results with a filter, such as a date range, and export each set separately.
The file includes every column that the table supports, even columns hidden in the widget settings.
Dates in the file use the format of the language selected on the website.
View history information in the Admin Console
The Admin Console also has order history and cart history data. Cart History includes cart or unsubmitted order records (found in the customerorder table), and Order History includes order information: shipping, billing and payment information, order lines, and so on.
- Log in to the Admin Console.
- Go to Cart History in one of two ways:
- Select Order History or Cart History under Orders on the Dashboard.
- Go to Sales > Order History or Cart History.
- Click the Edit icon (pencil) for Cart History or the View icon (eye) for Order History.
The corresponding detail page shows a full summary.
Print the order or invoice details
You can only print the order or invoice history details on the website.
- Log in to the website.
- Go to My Account and select either Order History or Invoice History.
- Select the Order/Invoice number.
- Click Print, which opens a PDF of the Order or Invoice details in another browser tab with the option to print or download the file.
Email the order or invoice details
You can only email the order or invoice history details on the website.
- Log in to the website.
- Go to My Account and select either Order History or Invoice History.
- Select the Order/Invoice date or Order/Invoice number.
- Click Email.
- Enter the person's email address to receive the Order/Invoice in the Email To field.
- Enter an Email From address.
- (Optional) Enter a subject and message.
- Click Send.