Displaying details about an order

Selecting the order to display

The View Order page contains detailed information about an order.

To search for an order and display its View Order page:

  1. On the Order menu, click Order status.

    The Search Orders page displays.

    If you belong to an end customer, Poetic automatically searches for and displays the orders for your company. The Company name search criteria is set to your company and cannot be changed. You can use the remaining search criteria to narrow the list of orders.

    Otherwise, to display a list of orders, enter search criteria, then click Search Orders. See Conducting searches for more information about searches.

  2. Click the radio button next to the order you want to view, then click View Order.

    The Order Detail tab of the View Order page displays.

About the View Order page

The View Order page is divided into the following tabs and sections:

Order Detail Party shipping, payment, and product information for the order.
  Order Header Contains basic information about the order, including the number, date, program, contract, and status.

If any of the order products have available downloads, the section includes a download link. Clicking the link displays the Search by Download tab of the Downloads page. See Finding available downloads for the selected company.

The Order Header section displays on every tab.

  End Customer & Contact Information The name, address, and primary contact of the end customer for the order.
  Sold-to Company & Contact Information The name, address, and primary contact of the sold-to company for the order.
  Dealer Company & Contact Information The name, address, and primary contact of the dealer company for the order.
  Bill-to & Ship-to Information The billing and shipping addresses for the order.
  Payment Information The payment method, number, and currency for the order.
  Line Detail List of products included in the order, including the price for each product. Displays the subtotal for the order and the tax, if applicable.

For each line, you can display a View Order Line Status page with detailed information about that line.

  Notes Contains any notes entered for the order.
Order Info Basic order status information, order status history, and coordinators for the order.
  Additional Information Dynamic fields such as the points and level achieved by the order.
  Status History A list of changes to the order status and when each change occurred.
  Error Messages For orders that have errors, the list of errors.
  Shipping Information List of physical shipments that have occurred for the order.

The list includes a tracking number, which may be linked to the carrier's web site.

  Contract Coordinators Lists the coordinators associated with this order.
  Proof of Purchase Lists proofs of purchase presented for the order.
Transactions Lists critical transactions performed on the order, including order creation and changes in order status and price.

For more information about the fields on the View Order page, see Fields on the View Order page.