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Check a customer order
When to use it
Use this guide when you need to check a customer order.
Before you start
- Open Orders from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
Viewing or downloading this information does not itself change the source records.
You can check the saved order and its delivery and payment information.
A saved order records the customer’s requested items and prices. Saving a browser draft does not create an order. Later dispatch, delivery, invoicing and payment affect other records.
Steps
- Find the order by its number or customer in Sales → Orders.
- Select View from its actions. Check customer, delivery information, order status, payment status, and items.
- Use View POD when offered to check the proof of delivery, the delivery record associated with the order.
Screenshot to add: Orders: check a customer order. Capture filename: images/check-a-customer-order.png.
Restrictions
A proof of delivery is available only when a delivery record is supplied. Order completion and payment are separate checks.
Troubleshooting
| What you see | What to do |
|---|---|
| An expected order or POD is missing | Check the order number/customer and available status/date filters, then reload. View POD depends on saved delivery evidence; ask Logistics about missing evidence rather than assuming no delivery occurred. |
| Order details appear wrong | Compare customer, address, date, items, units, total and status with the agreed purchase. Use Customer-order recovery for its actual state, then reopen the order. Viewing it does not change stock, an invoice or a payment. |