Skip to main content
How-to

Orders Tab

note

Main Menu → Operations → Customer Profiles → Manage

Introduction / Overview​

The Orders tab in a customer’s profile provides a full list of all orders placed by that customer, along with detailed billing, shipping, and line-item information for each order. This view is helpful for customer service, support inquiries, and reviewing purchasing behavior.

Store owners and staff can use this tab to:

  • View and verify previous transactions.

  • Re-send order confirmations or look up tracking.

  • Cross-reference billing and shipping details.

note

Prerequisites: You must have access to the UltraCart admin interface and be viewing a specific customer profile.

Prerequisites: You must have access to the UltraCart admin interface and be viewing a specific customer profile.

Quickstart / TL;DR​

  • Navigate to Customer Profiles > [Select Customer] > Orders tab.

  • Click any Order ID in the list to view full details.

  • Review billing, shipping, item details, and totals in the right-hand panel.

image-20250407-185721.png

Step-by-Step Instructions​

1. View Order History​

The left panel displays a searchable, paginated list of the customer’s past orders.

  • Order ID: Click to open full order details.

  • Total: Displays the order subtotal (before shipping/tax).

  • Date: Shows the date the order was placed.

note

Tip: You can adjust how many orders are shown per page using the dropdown at the top of the list.

2. View Detailed Order Information​

When an order is selected, the right panel shows all related details, including:

Order Summary​

  • Order ID and Order Date

  • Quick link icon to open the order in a new window

Bill To / Ship To​

  • Full name, address, and contact details for billing and shipping

  • Useful for verifying information or resolving delivery issues

Shipping Method & Source​

  • Shipping Method: Carrier and speed selected (e.g., FedEx 2-Day)

  • Advertising Source: Indicates where the customer came from (e.g., campaign, affiliate)

Line Items​

  • Each item purchased, including:

    • SKU or Code

    • Product name

    • Quantity

    • Amount charged

    • Barcode, if applicable

Financial Breakdown​

  • Subtotal

  • Tax Rate and calculated Tax

  • Shipping/Handling

  • Total

Best Practices & Tips​

  • Use this tab to quickly answer customer service inquiries about orders.

  • Verify shipping address or order contents before issuing a return or replacement.

  • Combine this with the Activity tab to see what led to the purchase (e.g., browsing behavior, email click).

  • Useful for identifying repeat buyers or VIPs based on order volume or value.

Troubleshooting / FAQ​

Q: Why don’t I see any orders listed?
A: The customer may not have completed any purchases under the selected profile, or orders may be under a different email address/account.

Q: Can I re-send an invoice or receipt?
A: Yes. Use the full order view (click the Order ID) to access print/email options.

Conclusion & Next Steps​

The Orders tab is your go-to tool for managing and reviewing individual customer purchases. With quick access to billing, shipping, and item-level details, you’ll be equipped to handle support requests, verify transactions, and understand your customers better.

See also:

Was this page helpful?