How to view and manage orders

Want to see and organize your customer's orders? Brikl collates all your orders in one place, allowing you to edit, filter, and download them as required.

Skip to...

How do I view customer orders in the dashboard?

Edit customer orders in the dashboard

View and manage the order timeline

How to view customer orders in the dashboard 

Once your customers have added items to their shopping cart and have completed checkout, the merchant will receive an email notification.

Untitled-Jun-05-2022-03-01-08-16-PM

Screenshot 2022-06-05 at 16.57.39

☝️ In order to enable email notifications to your customers, you must Add a contact email first.

To view the orders you have received, go to the dashboard and then orders.

  • Dashboard > Orders
    Screenshot 2022-06-05 at 17.08.50
  • Next, click on an order to see the order details.

Edit customer orders in the dashboard

There are various ways to edit a customer order:

1. Product option changes

You can change a product option or multiple product options, for example, sizes. You will be alerted if the product option you supply has a different value from the original one. Screenshot 2021-09-16 at 11.24.05-1

2. Shipping address changes

You can update the shipping address details.

Untitled-42-2

☝️ When you try to change the product option or change the shipping address for a product that has already been shipped, there will be a warning message.

2-3

3. Order status updates

You can change the shipment status of an order. Read more on updating the order status here.

  • Shipped
  • Canceled
  • Delivered
  • Failed
  • Pending

You can change the payment status in case of a manual (offline) payment. In the case of online payment, the payment status is automatically defined by Stripe.

  • Paid
  • Pending
  • Failed

4. Add comments

You can add internal comments to your order details

3-2

5. Certain changes are not (yet) possible

    1. Anything that has to do with changing the price of items and the total amount charged.
    2. Editing a customer’s billing address as this ties into the customer's payment information. 
    3. If the variant has a different price, the details cannot be changed. 
    4. Coupon codes cannot be changed once assigned to a payment.
    5. Personalization cannot be edited once assigned to an order.

View and manage the order timeline

You can view and update the order status, view the timestamp of the updates made, and publish the updates to the timeline on the customer's order page.

View the order status

Go to the dashboard and then orders. On the order detail page, click the Order Timeline button.

Screenshot 2022-09-30 at 11.19.21

A drawer will open up with the order timeline view.

Screenshot 2022-09-30 at 11.21.01

Update the shipment status

Go to the shipment status drop-down and select a new shipment status. 

A confirmation modal will appear to confirm whether you would like to show this update on your customer’s timeline. You have the following options:

  • Save: Update the status in the Brikl dashboard timeline, but hide it in the customer's timeline.
  • Save & Publish: Update the status in the Brikl dashboard timeline AND in the customer's timeline.
  • Close: Do not update the status

Screenshot 2022-09-30 at 11.27.49-1In the Brikl dashboard order timeline, you will also be able to see which user has updated the status. 

☝️ Your user information will not be visible to the customer in their timeline view.

Screenshot 2022-09-30 at 11 copy

Hide the order status for the customer

You can hide the order status for the customer.

Step 1 - Click on the eye icon in front of the status that you would like to update

Screenshot 2022-09-30 at 11.40.30Step 2 - You will see a modal to confirm whether you would like to show or hide the status from the customer’s timeline.

Screenshot 2022-09-30 at 11.48.45

Step 3 - When you confirm, the result will show as following:

Screenshot 2022-09-30 at 11.50.47

Add a note to the order

You can add a note either to the customer timeline and/or to your internal timeline.

Step 1 - Type a note and click Add Notes 

Screenshot 2022-09-30 at 11.55.29

The note will appear on top.

Screenshot 2022-09-30 at 11.56.19

Step 2 - When you open the timeline, you will see that a note has been added to the timeline. This note is hidden for your customer by default.

Screenshot 2022-09-30 at 12.00.25If you want to publish the note to the customer’s timeline, you need to click the eye icon to confirm.Screenshot 2022-09-30 at 12.03.21