Order Detail Page Overview

The order detail page appears when opening an order, for example via the search results list, see Searching Orders.

Here you can access further information about an order and perform a variety of tasks related to this order.

The main elements of the page are described in the following section.

Figure 1. Order Detail Page
Order Detail Page

Order Process Progress Bar

The order process progress bar shows the current status of the order at a glance. The following order steps are available:
  • Initial: The order has been placed.
  • Validated: The order has been validated, according to the configurations.

  • In progress by supplier: If the order matched one or more of the configured approval rules, the approval has been successfully executed.

    • Partly: At least one order position has been commissioned by the supplier.
    • Completed: All order positions have been commissioned by the supplier.

  • Shipped:

    • Partly: At least one order position has been dispatched.
    • Completed: All order positions have been dispatched.

  • Returned:

    • Partly: At least one order position has been returned.
    • Completed: All order positions have been returned.
Note: This feature can be enabled or disabled using IOM Feature Toggles, see Concept - IOM Feature Toggles of OMT.
Basic Order Information

This section displays basic order information such as shop name, customer name, customer number, and the order date. Furthermore, the current order status is displayed.

First Order Details Tab Bar

Here you can retrieve more detailed order information, view order attributes, and access documents related to the order in question. The following entries are available:
Table 1. First Order Details Tab Bar Entries
Name Description Action
Order Information Displays order information such as dates and the invoice address and contact details. By clicking Edit you can change the editable invoice address data, see Editing Invoice Address.
Shipping buckets Displays shipping buckets and related shipping addresses. Clicking on the shipping bucket number shows generic attributes. By clicking Edit you can change the editable shipping address data, see Editing Shipping Address.
Invoices Lists the invoices, aggregated invoices and credit notes, see Accessing Invoices. You can mark invoices as paid and download invoice documents by clicking the repsective icon in the Actions column in the row of the intended invoice, see Managing Invoices.
Payment notifications Displays messages related to payment processes, e.g. failed payments. You can perform a variety of tasks by clicking the respective icon in the Actions column in the row of the intended payment process, see Handling Failed Payments.
Documents Displays the available order documents, such as invoices, credit notes,delivery notes, or return slips. You can download order documents by clicking the icon in the Actions column in the row of the intended document, see Downloading Order Documents.
E-mails Displays the e-mails that have been sent related to this order, see Sending Return Labels by E-mail on Demand. You can view the e-mail by clicking the icon in the Actions column in the respective row.
Attributes Displays custom order attributes.
Notes Expands the notes section. You can add a note to an order by clicking the icon, see Adding Order Notes.

Second Order Details Tab Bar

From here you can view order positions and use additional functionalities, such as managing returns, approvals, or cancellations.

Table 2. Second Order Details Tab Bar Entries
Name Description Action
Positions Displays the order positions clustered by shipping buckets. Clicking on the product name displays the product details.
Receipts Displays the receipt(s) for the order in question. You can view delivery details as well as the message history here, see Accessing Receipts.
Deliveries If available, displays the delivery details of an order such as product delivery date, carrier, package count, and status. Clicking the icon displays details about the delivered products.

Clicking the icon in the Actions column displays the status history.

In case there are no deliveries available for the order in question, you can add a delivery confirmation, see Adding Delivery Confirmation.
Return requests If available, displays a list of return requests. It contains information such as RMA number, return type, creation date, and status. Clicking the icon displays details about the returned products such as return reason.

The icon in the actions column allows you to create return confimations.

You can add (additional) return requests by clicking the icon. See Managing Returns (RMA) for further information.
Returns If available, displays the return details such as supplier, return value, and refund status. Clicking the icon displays return information on product level.

By clicking the icon in the Actions column you can view the status history.
Cancellations If available, displays the cancellation request. Clicking the icon displays cancellation information on product level.

By clicking the icon in the Actions column you can view the status history.

You can create and add additional cancellation confirmation, see Adding Cancellation Confirmation.
Order approvals Displays two sections: The manual approval section lists reasons for manual approval that are registered for this order. The external approval section lists approvals for this order that are to be processed externally by a third party. You can approve or reject orders in the manual approval section, see Approving or Rejecting Orders.

Create Return Label

This button allows to create a return label. The availability of the button depends on the order status. For details refer to Creating Return Labels.