Order Items Grid

Overview

The Order Items grid lets you manage the products on an order. You can add products or custom items, update item details, remove items, merge orders, print or email templates, and run reports.

Video Tutorial

Watch this video for a walkthrough of the Order Items grid.

Order Items Grid

The grid displays the items on the order. From here, you can edit product attributes, quantities, unit prices, delivery or pickup details, and instructions.

Order Items grid 

Add a Product

  1. Click Add Product. The product search screen lists products available for the event.

  2. Use the search area to find products, then click a price to select it.

    Select Products 

  3. On the product detail page, set the quantity and enter any required product attribute values.

    Product detail 

  4. Click Add to Cart to review the items in the cart, or Add and Pick More to select another product.

Note: The Add Product button is not available on cancelled orders.

Add a Custom Item

If an existing product does not meet your needs, an Admin user can add a custom item to a contact’s shopping cart. Shoppers cannot add custom items themselves. You can add a custom item before an order is created or to an existing order from the Order Summary area.

Update an Item

You can edit an item’s attributes, quantity, unit price, and delivery or pickup information in the Order Items grid. Delivery and pickup fields appear only when the product is configured to collect them.

  1. Edit the item details you want to change.
  2. Click Update Order in the menu above the products.

A price change applies only to that order; it does not change the product’s price elsewhere. If your changes affect the order balance, process a payment or refund as needed.

Print or Email

Use Print/E-mail to print or email templates configured for your system, such as an invoice or order confirmation. These options work the same way as the matching buttons on the Order Summary page.

Merge Orders

You can merge duplicate orders for the same exhibitor, order contact, booth or location, and event. The order you opened is kept as the winning order; orders you select to merge into it are the losing orders.

  1. Open the order you want to keep and click Merge Orders from the Order Summary area.
  2. Search for the orders to merge and click Apply Criteria.
  3. Move the orders to merge to the right side of the picklist by double-clicking them or clicking >>.
  4. Click Apply Selection. The selected orders are merged into the order you opened.

The winning order’s History area records entries from the losing orders’ histories.

Delete Selected Items

You can remove multiple items from an order at the same time:

  1. Select the checkbox beside each item you want to remove.

  2. Click Delete Selected Items.

    Delete Selected Items 

Note: You may not be able to delete an item that is part of another item, such as a skirt for a table or an item in a package. A dialog appears if the item cannot be removed.

If removing items changes the order balance, process a refund as needed.

Run a Report

Select the items you want included using the checkboxes beside them, then click Run a Report to choose a report:

  • Labor Order
  • Labor Order - No Materials Section
  • Work Order
  • Work Order - Show Organizer
  • Work Order Missing Items

Run a Report 

View sample reports:

  • Labor Order. The Labor Order - No Materials Section report uses the same format without the materials grid.
  • Work Order. The Work Order Missing Items report uses the same format and is titled “Work Order Missing Items.”
  • Work Order - Show Organizer