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Accessing Orders in the Customer Hub

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Bytimothy A
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Overview: 

Accessing Orders in the Customer Hub allows users to view all of their personal order history in one place. This section provides details such as order numbers, products purchased, dates, payment status, and fulfillment status, helping customers track and manage their purchases efficiently.

Follow these steps to access orders in the Customer Hub: 

Step 1: On your Dashboard, navigate to the Orders tab under the Sales section.

Step 1: On your Dashboard, navigate to the Orders tab under the Sales section.

Step 2: You will then be navigated to the Orders tab.

Step 2: You will then be navigated to the Orders tab.

Step 3: Click the Order ID, Total Amount, Number of Items, Order Date, Payment Method, or Pay Status to open the Order Summary for that order.

Step 3: Click the Order ID, Total Amount, Number of Items, Order Date, Payment Method, or Pay Status to open the Order Summary for that order.

Step 4: You will now see the Order Summary. Under the Customer section, click the three-dot menu and select Open Customer Hub.

Step 4: You will now see the Order Summary. Under the Customer section, click the three-dot menu and select Open Customer Hub.

Step 5: A new window will open with the Customer Hub. Here, you can access the customer’s profile, orders, invoices, subscriptions, and card on file.

Step 5: A new window will open with the Customer Hub. Here, you can access the customer’s profile, orders, invoices, subscriptions, and card on file.

Step 6: Click on the Orders tab.

Step 6: Click on the Orders tab.

Step 7: Here, you can view the customer’s orders. Click See Details to view the order in more detail.

Step 7: Here, you can view the customer’s orders. Click See Details to view the order in more detail.

Step 8: You will now see the order details.

Step 8: You will now see the order details.

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