Overview
This article provides a breakdown of the Order Details page elements, along with a description of actions that can be taken on the Order Details page.
Access to the Order Details Page
To view an order's details, we need to:
Select Operate from the left sidebar
Select Orders
Use the filter to find a specific order or pick an order from the list
Select the More button (the three dots)
Select View Details to access the order details page
For this article, we selected a pickup order placed via a Lunchbox ordering platform.
Order Details Page Content
The selected order will display the following:
Order Number: chronological and easily searchable in the Admin dashboard
POS Order Number: chronological and easily searchable in client's POS
Location name: the location where the order was placed
Time and date when the order was placed
Service type
Time and date for the order fulfillment
Restaurant location address (for pickup, catering pickup, dine, and drive-thru) or Customer's address (for delivery and catering delivery)
Customer Info: customer name, email, and phone number
Payment Information: Order total amount and the last 4 digits of the customer's payment method
Itemized Receipt: items, orders, taxes, tips, service charges, etc.
Order History: order flow through the Lunchbox system
Payment History: payment flow of pending and accepted payments
Email History: emails sent to the customer, brand, and/or support
List of ordered items, including order notes and the total price breakdown
Option to print the order details
Option to Cancel the Order
Option to review the POS Errors for the order
Expand Order History
View the order flow through the Lunchbox system. The latest order status is listed at the very top of the Order History section.
Expand Payment History
View the payment flow of pending and accepted payments
Expand Email History
View emails sent to the customer, brand, and/or support
Cancel and Refund the order
To learn how to cancel or refund the order via the Order details page, visit [INSERT THE PAGE]
Print Order (Receipt)
Clients can now download a customer's receipt and choose a format. To download:
Select the Receipt 🖨️ button at the top of the order details page
Choose to either:
Print the receipt immediately if a printer is connected
Save the receipt as a PDF if no printer is connected
The pop-up window will open. Select the Download button to download the PDF
You can provide this PDF to a customer or use it at the restaurant location for larger pre-planned catering orders.
POS Errors
If there was an issue with an order, we must check POS error, as a starting troubleshooting point. There we can see event log details and timeline. When event is selected from the left side, it opens the detail view, a full API transaction log (request + response, with headers, bodies, and metadata).
