How to Use Order History

How to Use Order History support guide step 1

Order History lets users review completed orders, payment information, order contents, and transaction totals. Managers can enable Admin Tools for deletion and bulk-history management.

Open Order History

  1. Select Manage from the navigation bar.
  2. Select History from the management sidebar.
  3. The Order History page displays completed and collected orders.

Each order summary includes:

  • Order number
  • Date and time
  • Item count
  • Subtotal, tax, and total
  • User who handled the order
  • Collection status
  • Payment method

Find an order

Search

Enter an order number or other available order information in Search paid orders.

Filter by payment method

Select Show Categories to display the payment filters:

  • All
  • Card
  • Cash
  • Check
  • Split
  • Invoice
  • Other

Select Hide to collapse the payment filters.

Sort orders

Use Sort by to arrange orders by:

  • Newest or oldest creation date
  • Newest or oldest payment date
  • Order number
  • Customer name

Change the number of displayed orders

Use Orders/pg to display 10, 25, 50, or 100 orders per page. Use First, Prev, Next, and Last to move between pages.

View an order

  1. Find the order in Order History.
  2. Select the order row to expand it.
  3. Review the available information:
    • Collection status
    • User
    • Tendered amount
    • Change given
    • Order status
    • Products and quantities
    • Item prices
    • Subtotal
    • Tax
    • Total
    • Order wait time
  4. Select Collapse to hide the order details.

Print an order

  1. Expand the order.
  2. Select Print.
  3. Complete the printing process using the connected printer or available print options.

Reopen an order

  1. Expand the closed order.
  2. Select Re-open.
  3. Continue handling the reopened order from the appropriate order screen.

Reopening changes the order’s status. Use this option only when additional work is required.

Viewing Mode: Admin Tools Off

Turn Admin Tools off for normal order-history viewing.

With Admin Tools off, users can:

  • Search order history
  • Filter by payment method
  • Sort orders
  • Change the number of orders displayed
  • Navigate between pages
  • Expand and review order details
  • Print an order
  • Reopen an order

Deletion and bulk-management controls are hidden.

Manager Mode: Admin Tools On

Turn Admin Tools on to display manager controls.

Manager mode includes all viewing features and adds:

  • Delete on individual expanded orders
  • Order History Bulk Management
  • Manage Orders

Delete an individual order

  1. Turn Admin Tools on.
  2. Expand the order.
  3. Select Delete.
  4. Review the confirmation carefully before deleting the order.

Deleting order-history records is permanent.

Manage order history in bulk

  1. Turn Admin Tools on.
  2. Select Manage Orders.
  3. Select Download Current Order History to export a copy before making changes.
  4. Choose a deletion scope:
    • Delete orders created before a selected date.
    • Delete all order history for the business.
  5. Review the number of currently stored orders.
  6. Select I understand this action cannot be undone.
  7. Select Delete Selected Orders only after confirming the deletion scope.

Bulk deletion cannot be undone. Export the current order history before removing records.