VitalChek Product Suite v2.0
How to View Orders using the Order History Table
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How to View Orders using the Order History Table

Order History is a overview of previous order totals organized by Order Status, Shipping and Payment type, based on the Date Range selected.

Note - the Outstanding Orders table does not automatically update, click Refresh button to update.

 

 

Step 1

From the Dashboard menu, select View Dashboard

Step 2

Opens on Outstanding Orders/Order History

 

Step 3

Select a Date Range to view orders with those dates

Note

Clicking in the Select a Date Date Range field allows users to search for orders based on several criteria including:

  • Today
  • Yesterday
  • Past 7 Days
  • Past 30 Days
  • Current Month
  • Previous Month
  • Past 12 months
  • Year to Date
  • All Dates

 

 

Selecting Specific Date, All Dates Before and All Dates After displays calendar to select date. Click Done after selecting date(s).

  
 

Selecting Date Range displays a calendar to set Start and End dates to search. Click Done after selecting date(s).

Step 4

Select the orders to view based on selected criteria (shipping, batch status, entitlement, etc)

 

Step 6

Selected orders will be displayed in the Search results grid

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