Documentation
An order is a complete transaction, and usually consists of multiple order items. Depending on how you have designed your packet, orders may consist of several different types of products and possibly from several different programs; i.e. membership, yearbooks, spiritwear, Walkathon donations, Walkathon meals, etc.
To run a report that lists orders for one particular product item, you will need to run an Order items report.
| 1 | Program | Select the associated program for which the item was ordered. |
| 2 | Product | Select the designated product for which you are requesting the report. |
| 3 | Show | Paid checks and Pay Pal will have a check by default. If you would also like to display Unpaid checks orders, then place a check in that box as well. After any changes, press the Refresh button. |
| 4 | Select | A check in the box at the top of the column in the blue row will select all the users listed in the column below. A check in the box along side an individual order date, will select only that row's order item. |
| 5 | Variety | This column is relevant for those products that have different variety choices. For example, for t-shirts, you might be selling several different sizes, e.g., “Small”, “Medium”, “Large”. The user’s selected choice will appear in this column. |
| 6 | Item notes | This column is relevant for those products where you have configured a “Heading for additional notes”. When the user places his order, he sees a freeform text field to enter any additional notes he needs to communicate. This column shows those notes. |
| 7 | Order notes | This column is optional, and filled in by administrators through the Orders report. |
| 8 | Fees | For PayPal transactions, this column shows the fees that are taken out by PayPal for this item specifically. This is calculated based on total PayPal fees for the order, and the price of this particular item as a fraction of the total order. |
| 9 | Paid | A check mark will be displayed in this column if the order has been marked paid in the Orders report. Unpaid items are also highlighted in pink as a warning to you that you should not deliver these items until they have been paid. |
| 10 | Delivered (optional) | This column can be used to track delivered items. On this screen a check mark can be placed when a delivery is made. The date that this column receives a check is also listed in the report generated when you download a spreadsheet. |
| 11 | For student | For products where you have configured “Ask for student name”, this column will show the name of the student that the user selected when placing the order. If no student was selected, or the product does not have this setting configured, this column will show the name of the oldest student in the family. |
| 12 | Save changes | Press this button to save any changes made to this screen. |
| 13 | Download spreadsheet | A report will be generated with all the items seen on the screen above and also include the following information: the user's address, phone numbers, employer, spouses information, quantity ordered, delivery date, grade of the student and the teacher's name. Using spreadsheet software, modifications can be made to the report. |
| 14 | Send email | An email will be sent to all users that have a check in the Select column. |