How do I use the Manage Order page?

The Manage Orders page lets you track and manage all of your orders — searching, viewing, filling, posting payments, and marking as delivered — from one place.

Finding orders

1. Navigate to Orders → Manage Orders.
2. Use the filters above the results table to narrow the list. The following filters are available:
   • User — Filter by a specific user, or select All to include every user.
   • Status — Filter by order status. Options: All, Completed, Placed, Saved, Canceled, New, Unpaid, and Unfilled.
   • Order # — Enter an order number to find a specific order.
   • Non-Scheduled Order Date Range — Check this option, then set From and To dates to filter non-scheduled orders by the date they were placed.
   • Scheduled Order Date Range — Check this option, then set From and To dates to filter scheduled orders by their scheduled date. Both date ranges can be active at the same time.
   • Search User or Amount — A quick filter above the table. Start typing a user name or dollar amount to filter the list as you type.

The list updates automatically as you change filters. The results table shows the following columns:

• # — Order number. Click to open the order in the Order Form.
• User — Name of the user who placed the order.
• Date — Order date. Scheduled orders are marked with (S) after the date.
• Amount — Order total.
• Delivery — Delivery method (for example, Counter Sale or Send w/ Child).

Each row also shows action buttons on the right side for posting payment, filling, and delivering the order. The button labels and colors reflect the order's current state — see Order actions below.

To sort by any column, click the column header. Click again to reverse the sort order.

To preview the gift cards included in an order without leaving the page, hover over the order name and click the magnifying-glass icon that appears.

To send the user a message about their order, hover over the order name and click the mail icon. You can send the message by email or through internal messaging.

Order actions

Each order row has three action buttons on the right side: one for payment, one for filling, and one for delivery. A solid-colored button means the action is available; a thin-outlined button means the action is already complete and the button is disabled.

Post a payment

1. Click the Payment button on the order row to open the Post Payment dialog.
2. Select the payment Type (Check or Cash). Required.
3. Enter the Amount. Required.
4. Select a Date.
5. Enter any relevant details in Notes — for example, a check number.
6. Click Save.

Once a payment is posted in full, the Payment button changes to Paid and is disabled.

Fill an order

The button shown on each row depends on inventory availability:

• Fill appears when there's enough inventory to fill the entire order.
• Partial appears when there's only enough inventory to fill part of the order.

Click either button to open the fill dialog. Enter or adjust the quantity to fill from inventory for each gift card (enter 0 to skip), then click Fill Gift Cards to confirm.

In the dialog, the Inventory column changes color for any gift card where there isn't enough inventory to cover all outstanding unfilled orders. Hover over a cell to see the current inventory level.

Once the order is fully filled, the button changes to Filled and is disabled.

Mark as delivered

Click Deliver on the order row to mark the order as delivered. Once marked, the button changes to Delivered and is disabled.

Bulk actions

You can perform actions on multiple orders at once.

1. Check the box in the first column of each order you want to include. To select every order on the page, check the box in the table header.
2. Choose an action from the Select Action dropdown above the table. Available actions:
   • View Selected
   • Print Selected
   • Place Selected
   • Fill Selected
   • Deliver Selected
   • Cancel Selected
   • Print Summary
   • Reset New Order Alerts
3. Click Go.