Moneris Go Retail

Moneris Go Retail - Managing Orders

Go Retail features an order management page where you can view and manage all orders. You can view transactions and receipts, print or send receipts, and start a return.


Overview

Go Retail features an order management page where you can view and manage all orders. You can view transactions and receipts, print or send receipts, and start a return.

 

Managing Orders

Access the Order management page

  1. On the main menu, click Orders.

 

View order details, reprint/resend a receipt, and initiate a return

  1. The Order management page displays all orders in a table format. Click on each column heading to sort the orders (ascending or descending) by that column.
  2. Click on any order to see order details.
  3. When the Order details page appears, choose any of these options.
    • Click Transactions to view the original purchase plus any follow-on transactions such as refunds. Click each transaction to view its receipt. You can reprint the receipt or send it to a customer by email or SMS.
  • Click Initiate a return to start a return / refund. Refer to Refunds.

 

Filter orders by date range

  1. Click on the start date in the date picker.
  1. The date panel appears. Choose one of these options:
    • Select a pre-set date range, such as today, yesterday, this week, last week, and so on.
    • To select a custom date range, click on a specific start date on the calendar, then click on a specific end date on the calendar.
  2. The order management page reappears showing only the orders that match the date range you selected, if any.
  1. To clear the date filter and return to viewing all orders, click the x at the right end of the date picker.

 

Search for orders

To search for an order, use the search bar.

  1. lick inside the search bar and enter a value to search for. You can enter:
    • a dollar amount, for example, 20.55. Do not enter the $ sign.
    • an order ID. You do not have to enter the whole number. For example, you can enter the last 4 digits.
  2. Press enter on your keyboard. The results, if any, appear immediately.
  1. To clear the search results and return to the list of all orders, click the x at the end of the search bar.