Orders | SpotOn Retail Dashboard

1. Login to your Business Dashboard

2. Click Orders on the left hand menu

3. The Orders page will display

3. All orders from the current week, across all Channels, will display, as well as the Total Orders, Gross Sales, and Average Order Total

Search Using the Search Bar

1. Merchants can search for an existing order by clicking on the search box at the top of the screen and entering in the order number, customer’s name, team member’s name, or the last four digits of the card that the customer used to pay

2. Hit Enter

3. The order details will appear

Search by Filter

1. Merchants can locate orders by filter by clicking Filters on the right-hand side of the screen

2. Different filter options for transactions can be selected from the menu.

Filter by Location

• Displays all locations for the business

Filter by Channel

• Displays options of searching orders, including:

  • Online Store

  • Payment App

  • POS

  • Virtual Terminal

Filter by Status

• Displays status options for searching orders by:

  • Draft

  • In Progress

  • Completed

  • Refund

  • Ready For Pickup

  • Picked

  • Shipped

  • Out For Delivery

  • Delivered

Filter by Payment

• Filter by Payment Status, including:

  • Sale

  • Refund

  • Dispute

Filter by Type

• Filter by Payment Type, including:

  • Cash

  • Credit Card

  • Debit Card

  • Gift Card

  • PayPal

  • Venmo

  • Mixed

Filter by Date

• Search by View Date ranges, including:

  • Custom

  • Today

  • This Week

  • This Month

  • Last Week

  • Last Month

Filter by Team

• Search by Team Member(s)

Filter by Appointments

• Search only for orders with appointments

Filter by Device

• Search orders by device ID

Filter by Device Name

• Search orders by a device name

Example pictured:
Filtered by Status (Completed)

3. After selecting the desired filter(s), click the Back Arrow

4. Click Apply Filters on the lower right-hand corner of the screen

5. The transaction(s) will appear in a list on the following screen

1. Merchants can sort their list of orders from the default order screen by clicking on a blue data title for any column of metadata listed in the default Orders screen.

• Orders may be sorted by

  • Date

  • Order number

  • Status

  • Channel

  • Payment

  • Payment Type

  • Device ID

  • Device Name

  • Tip Amount

  • Order Total

2. Clicking a data column title once will result in the orders being listed in ascending order.

3. Clicking a data column title twice will change it to descending order.