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Optimizely <<product-name>> provides a variety of information about Orders and Invoices. The website provides access to both Order and Invoice information, the Admin Console only provides access to Order information. <<product-name>> does not manage invoicing and therefore displays only what the customer's ERP system provides to our database, which is then displayed to the user.

## View history information via the website

On the website, the **Order History** and **Invoice History** pages provide the following data points:

Order HistoryInvoice History
DateDate
Order #Invoice #
Ship ToDue Date
StatusShip To
ERP Order #PO #
PO #Terms
TotalTotal

Select the **Date** of the order to view the **Order Detail** page, which displays additional information, such as the shipping method, order notes, and order lines. The **Shipping Method** field displays the shipping description if it exists. In the case where it doesn't exit, the ship code will be displayed instead.

The **Order History Details** and the **Invoice History Details** pages provide the following information and 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

The option to cancel or reorder from order history involves updating specific settings and the configuration of an integration job. Refer to the setup article for configuration instructions: Setting up Order Cancel and Reorder

### Search for specific orders

Searching for a specific order can be done using the Order History search options. Selecting the **Search Orders** tab allows the user to search on the Ship To Address, PO #, Order Total (greater than, less than, equal to). Status, Order #, or Date Range.

Selecting **Search** will then filter the list to show any records that match the query.

## View history information

Order History and Cart History data is also available in the Admin Console. Cart History includes all Cart or "unsubmitted order" records (these are found in the **customerorder** table) and Order History includes all information related to the Order, that is shipping, billing and payment information, order lines, and so on.

  1. Log into the **Admin Console**.

  2. Go to **Cart History** in one of two ways:

    • Using the **Dashboard**: Under the **Orders** card, select the **Order History** or **Cart History** link

    • Using the **Primary Navigation**: Click **Sales** \> **Order History** or **Cart History**.

  3. For Order History records select **View Only** and for Cart History records, select **Edit**.

  4. The corresponding detail page provides a full summary of the order. Clicking **Information** next to the **Order Number** at the top of the page, also provides the created by, created on, modified by, modified on, and ID information.

## Print the order or invoice details

Printing the order or invoice history details can only be done on the website.

  1. Log in to the website.

  2. Select the **My Account** menu and select either **Order History** or **Invoice History**.

  3. Select the **Order/Invoice date** or **Order/Invoice number** to view the **Order/Invoice Details** page.

  4. Select **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

Emailing the order or invoice history details can only be done on the website.

  1. Log in to the website.

  2. Select the **My Account** menu and select either **Order History** or **Invoice History**.

  3. Select the **Order/Invoice date** or **Order/Invoice number** to view the **Order/Invoice Details** page.

  4. Enter the email address of the person to receive the Order/Invoice in the **Email To** field.

  5. If desired, enter a message.

  6. Select **Email Order** or **Email Invoice**.