Overview
The Order Search function in the Admin Dashboard helps users quickly find orders by date, ID, customer name, or status. It’s essential for managing orders, resolving issues, and tracking order history.
Why it matters:
Speeds up customer support and order management
Helps troubleshoot missing or delayed orders
Provides quick access to order details for reporting
Continue reading to learn how to search for orders.
Order Search
The quickest way to find an order is to filter orders by Order ID or POS Order ID. There are secondary search options, and you can look up a specific order by selecting and entering the First name, Last name, email, phone or selecting options in the status filter.
Here's how to find a specific order by entering the Order ID and viewing the order details:
Select Operate
Select Order search in the dropdown
Select Order ID
Select Order number (ID)
Select Apply button
Once you find the order you are looking for, the order will appear below the filter line. To view order the details:
Select the three dots and then
Select the View Details button
Here are the above-described steps in action
View the order list
To view orders, in the left-hand sidebar,
Select Operate
Select the Orders button in the dropdown
The default view of the Orders tab will show all or one location's orders for the past 7 days. To view current orders for one or more locations, we will use the Location filter:
Select Location filter
Select locations you want to view orders for
Select Apply button
Alternative order sorting
Besides using the location filter, you can sort orders using other filters, like Order Status, Service Types, and Date of the order.
If you choose to search for an order by Order Status, you can choose one of the following:
Quoted: quoted orders (catering only)
Unacknowledged: the order is waiting for manual approval
Acknowledged: the order has been manually approved
Admin Hold: the order tried to fire 10 times automatically, but received a POS error
Held: the order has been automatically approved, but has not been fired to the POS
Sent to POS: the order was successfully sent to the POS
Completed: the order was successfully sent to the POS and has been closed out
Canceled: the order was canceled in the system
You can also choose to sort orders by Service Type: Catering, Curbside, Delivery, Pickup, Dine-in, DoorDash, GrubHub, UberEats.
Additionally, orders can be sorted by Order Date, Newest to Oldest, Oldest to Newest, Order Status Normal, Order Status Inverted, Customer Name, and Driver Name
View order details
On the Order detail page, you can view all relevant details of an order and take additional actions.
On the right-hand side, you can see
Order number
Location of the order
Time and date when the order was placed
Order service type
Time and date of the order
Store location name and address
Customer information, including first name, last name, email, and phone number
Payment information (cash or last four digits of the payment card)
In addition, on the right-hand side, there are also information about
Order history
Payment history
Email history
Refund/ Cancel button (The Cancel button is available until 24h after the order is complete. After 24h, only the refund is available)
POS errors
Order breakdown
Order total breakdown
