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KIBO’s Order Admin displays every online and offline Order that Sites have received across all available channels, allowing users to manage Orders and their Shipments in both eCommerce and Order Management implementations.In this video, I’m going to demonstrate KIBO’s Order Admin, including the “Orders Dashboard” and how to locate and review individual Order details within the interface. KIBO’s Order Admin displays every online and offline Order that Sites have received across all available channels, allowing users to manage Orders and their Shipments in both eCommerce and Order Management implementations. In this video, I’m going to demonstrate KIBO’s Order Admin, including the “Orders Dashboard” and how to locate and review individual Order details within the interface. To navigate to the “Order Admin” menu, in the left menu, on the “MAIN” tab, click “Orders”, then click the “Orders” submenu. To navigate to the “Order Admin” menu, in the left menu, on the “MAIN” tab, click “Orders”, then click the “Orders” submenu. This will open the “Orders Dashboard”, also referred to as the “Orders Grid”, a comprehensive list of every order placed in the system, regardless of “Order Type”, “Channel”, or “Site”. We will discuss each section.Important Note: due to user roles and permissions, not every option demonstrated in this video will be available to every user. The intent here is to show what is possible within KIBO’s Order Admin. This will open the “Orders Dashboard”, also referred to as the “Orders Grid”, a comprehensive list of every order placed in the system, regardless of “Order Type”, “Channel”, or “Site”. We will discuss each section. Important Note: due to user roles and permissions, not every option demonstrated in this video will be available to every user. The intent here is to show what is possible within KIBO’s Order Admin. Similar to many other menus in the KIBO platform, we can utilize Search and Advanced Filtering to find specific Orders. Also similar to other menus, the Search function is very powerful - we can search by “Order Number”, “First” and “Last Name”, or Order “Status”. We can even search for Orders containing a specific “SKU”, and that will return Orders containing that product. Similar to many other menus in the kibo platform, we can utilize search and advanced filtering to find specific orders. Also similar to other menus, the search function is very powerful. We can search by order number first and last name or order status. We can even search for orders, containing a specific SKU, and that will return orders containing that product. We can perform three types of bulk actions while viewing orders on this dashboard: “Accept”, “Cancel”, and “Capture”. To perform one of these actions, we’ll check the boxes of all orders we want to update, and the action buttons will appear at the top of the list. After clicking a button, we will be prompted to confirm the action.If any of the checked Orders are in a “Status” that doesn’t allow an action, such as if the Orders have already been accepted, then that button will not be selectable. We can perform three types of bulk actions while viewing orders on this dashboard: “Accept”, “Cancel”, and “Capture”. To perform one of these actions, we’ll check the boxes of all orders we want to update, and the action buttons will appear at the top of the list. After clicking a button, we will be prompted to confirm the action. If any of the checked Orders are in a “Status” that doesn’t allow an action, such as if the Orders have already been accepted, then that button will not be selectable. The Orders Dashboard is laid out in a “column and row” view, which defaults to listing Orders by descending “Order Number”. This view is customizable by users, where the order can be sorted either “Ascending” or “Descending” by the value listed in specific columns. For example, if we wanted to list Orders in “Ascending” order, or by “Order Total”, we can click on those labels to change. We can also click on any column and “drag-and-drop” it to reorder the view. the orders dashboard is laid out in a column and row view which defaults to listing orders by descending order number, This view is customizable by users where the order can be sorted either ascending or descending by the value listed in specific columns. For example, if we wanted to list orders in ascending order, or buy order, total, we can click on those labels to change. We can also click on any column and drag and drop it to reorder The View. We can “Add” additional columns, or “Remove” existing columns by clicking the “Ellipses” on the far right of the column labels. We can “Add” additional columns, or “Remove” existing columns by clicking the “Ellipses” on the far right of the column labels. This will open a menu where we can select or deselect the Order data we want included or removed from the Orders Dashboard. This is a persistent change, per user. It won’t change the view for any other user, and will keep the changes even after we exit the page. This will open a menu where we can select or deselect the Order data we want included or removed from the Orders Dashboard. This is a persistent change, per user. It won’t change the view for any other user, and will keep the changes even after we exit the page. To create a new “Offline” Order through the KIBO platform, we’ll click the “Create New Order” dropdown on the top right, then select the “Site” that we want to place the new Order from.We’ll discuss creating “New Offline Orders” in a separate video. To create a new “Offline” Order through the KIBO platform, we’ll click the “Create New Order” dropdown on the top right, then select the “Site” that we want to place the new Order from. We’ll discuss creating “New Offline Orders” in a separate video. Clicking the “Ellipses” on the far right of an Order opens a menu where we can “Edit”, “Capture Payment” on, or “Cancel” the Order. Alternatively, we can “Edit” the Order by clicking directly on it, and can “Capture Payment” or “Cancel Order” within the “Order Detail” page. Clicking the “Ellipses” on the far right of an Order opens a menu where we can “Edit”, “Capture Payment” on, or “Cancel” the Order. Alternatively, we can “Edit” the Order by clicking directly on it, and can “Capture Payment” or “Cancel Order” within the “Order Detail” page. This is the “Order Detail” page. We will review each section. This is the “Order Detail” page. We will review each section. On the top left header of the “Order Detail” page, we have the “Order Number” and “Order Status” listed for reference. On the top left header of the “Order Detail” page, we have the “Order Number” and “Order Status” listed for reference. Next to that, we have the same Search and Advanced Filtering that was available on the Orders Dashboard, offering the same functionality. Next to that, we have the same Search and Advanced Filtering that was available on the Orders Dashboard, offering the same functionality. The arrows allow us to navigate to either the “Previous” or “Next” Order, depending on how we have them sorted on the Orders Dashboard. For example, this could navigate us to either Order “489” or “491” if we have it sorted by “Order Number”, or could navigate us to an Order of higher or lower value, depending on the sorting method used. The arrows allow us to navigate to either the “Previous” or “Next” Order, depending on how we have them sorted on the Orders Dashboard. For example, this could navigate us to either Order “489” or “491” if we have it sorted by “Order Number”, or could navigate us to an Order of higher or lower value, depending on the sorting method used. We can create a new “Offline” Order at any time by clicking the “Create New Order” dropdown and selecting the “Site”, similar to the Orders Dashboard. We can create a new “Offline” Order at any time by clicking the “Create New Order” dropdown and selecting the “Site”, similar to the Orders Dashboard. Underneath the “Order Detail” page header, we have the “General Order Information”. This section includes information such as the customer “Account Name”, “Payment” and “Fulfillment” status, “Site” info, and the “Channel” associated with the “Site”. We also have the Order “Addresses”, along with the customer’s “Email” address.There are links in this section where we can access or edit Order information, which we’ll discuss now. Underneath the “Order Detail” page header, we have the “General Order Information”. This section includes information such as the customer “Account Name”, “Payment” and “Fulfillment” status, “Site” info, and the “Channel” associated with the “Site”. We also have the Order “Addresses”, along with the customer’s “Email” address. There are links in this section where we can access or edit Order information, which we’ll discuss now. If we need to access the “Customer Account” page for any reason, we can click the “Account” link. If we need to access the “Customer Account” page for any reason, we can click the “Account” link. This will open the “Customer Account” page for the customer listed on the Order. We can then navigate as needed.We discussed the “Customer Account” page in a separate video. This will open the “Customer Account” page for the customer listed on the Order. We can then navigate as needed. We discussed the “Customer Account” page in a separate video. Back on the Order Detail page, we can also access the “Site” the Order was placed on by clicking the “Site” name link. Back on the Order Detail page, we can also access the “Site” the Order was placed on by clicking the “Site” name link. This will navigate us to the Storefront Site where the Order was placed. This will navigate us to the Storefront Site where the Order was placed. If we need to change the Order shipping “Address” for any reason, we can click the “Change Address” link. If we need to change the Order shipping “Address” for any reason, we can click the “Change Address” link. This will open the “Edit Contacts” modal, where we can “Edit” or “Delete” existing addresses, or click the “Add New Address” button on the bottom left to add a new shipping address.When we have configured the shipping address as needed, we’ll click the “Save” button. This will open the edit contacts modal where we can edit, or delete existing addresses, or click the, add new address button on the bottom left to add a new shipping address. When we have configured the shipping addresses needed, we’ll click the save button. Lastly, if we need to edit the shoppers “Email” address, we can click the “Edit Email Address” link. Lastly, if we need to edit the shoppers “Email” address, we can click the “Edit Email Address” link. We’ll edit the shoppers “Email” address as needed, then click “Save” to update. We’ll edit the shoppers “Email” address as needed, then click “Save” to update. Scrolling down, there are tabs for “Order Details”, “Shipments”, “Payments”, and “Returns” that offer additional details as well as editing capabilities at each level. The “Audit Log” tab keeps a running log of all changes to an Order. Scrolling down, there are tabs for “Order Details”, “Shipments”, “Payments”, and “Returns” that offer additional details as well as editing capabilities at each level. The “Audit Log” tab keeps a running log of all changes to an Order. The “Order Details” tab contains detailed information about the Order, including Order “Items”, “Pricing” information, and “Order Notes”. Once a shipment has been created on the Order, the “Order Details” section will be used mostly for reference, but there are sections here that are editable.If we have “Configurable Shipment Release”, also known as a “Remorse Period”, setup on our tenant, this delays Shipment creation by a preset amount of time after the Order has been “Submitted”. During this period, we’ll still be able to access the “Order Details” tab to make changes to the Order. We’ll discuss “Configurable Shipment Release” in a separate video. The order details, table contains detailed information about the order including order items pricing information and Order notes. Once a shipment has been created on the order, the order details section will be used mostly for reference, but there are sections here that are editable. If we have configurable shipment release also, known as a remorse period. Set up on our tenant, this delay shipment creation by a preset amount of time after the order has been submitted. During this period, we’ll still be able to access the order details. Table to make changes to the order. We’ll discuss configurable shipment release in a separate video. Again, when a shipment is created on an Order, most updates to the order will need to occur on the “Shipments” tab. After Shipment creation, the “Cancel Order” and “Edit Details” buttons on the “Order Details” tab will be disabled. Again, when a shipment is created on an Order, most updates to the order will need to occur on the “Shipments” tab. After Shipment creation, the “Cancel Order” and “Edit Details” buttons on the “Order Details” tab will be disabled. Clicking the “Print Order” button retrieves the “Order Sheet” for the Order, so users can reprint it or email it as needed. Clicking the “Print Order” button retrieves the “Order Sheet” for the Order, so users can reprint it or email it as needed. This is the “Order Sheet” for this Order. This is the “Order Sheet” for this Order. The “Resend Email” button will initiate an Order confirmation email to the shopper, assuming email messaging is configured within the tenant.We discussed email messaging configuration in a separate video. The “Resend Email” button will initiate an Order confirmation email to the shopper, assuming email messaging is configured within the tenant. We discussed email messaging configuration in a separate video. When the email has been sent successfully, we’ll get a confirmation modal. We’ll click “OK” to close. When the email has been sent successfully, we’ll get a confirmation modal. We’ll click “OK” to close. Below the “Print Order” and “Resend Email” buttons, we have the “Items Ordered”, for reference. Although this section is largely static, there are a few things we can click on for more information. Below the “Print Order” and “Resend Email” buttons, we have the “Items Ordered”, for reference. Although this section is largely static, there are a few things we can click on for more information. Clicking the “Magnifying Glass” icon next to a line item will open a modal window with pricing information. Clicking the “Magnifying Glass” icon next to a line item will open a modal window with pricing information. For each line item on the Order, we can view the “Pricing” and “Quantity”, as well as any pricing “Adjustments”, “Tax” and “Duty”, as well as “Shipping” and “Handling”. When we’ve finished reviewing, we’ll click “Close” to exit. For each line item on the Order, we can view the “Pricing” and “Quantity”, as well as any pricing “Adjustments”, “Tax” and “Duty”, as well as “Shipping” and “Handling”. When we’ve finished reviewing, we’ll click “Close” to exit. If an item is a gift, we can view the “Gift Details” by clicking the “Gift” icon. If an item is a gift, we can view the “Gift Details” by clicking the “Gift” icon. This will open the “Gift details” modal where we can review the “Gift Message”. When we’ve finished reviewing, we’ll click “Close”. This will open the “Gift details” modal where we can review the “Gift Message”. When we’ve finished reviewing, we’ll click “Close”. For “Pickup” Orders, the “Pickup Contact” is defaulted to the shopper placing the Order. However, an “Alternate Contact” can be added to the Order, if needed.To add an “Alternate Contact”, we’ll click the “Add alternate pickup contact” link in the “Pickup Contact” section. For “Pickup” Orders, the “Pickup Contact” is defaulted to the shopper placing the Order. However, an “Alternate Contact” can be added to the Order, if needed. To add an “Alternate Contact”, we’ll click the “Add alternate pickup contact” link in the “Pickup Contact” section. This will open the “Edit Pickup Contact” modal. We’ll enter all required info into the “Alternate Pickup Contact” section, then click “Save” to update. This will open the “Edit Pickup Contact” modal. We’ll enter all required info into the “Alternate Pickup Contact” section, then click “Save” to update. “Order Pricing” details are available on the “Order Details” tab for reference. Once a Shipment is created, any updates to pricing will happen on the “Shipments” tab of the Order Detail page.We’ll discuss the “Shipments” tab in a separate video. “Order Pricing” details are available on the “Order Details” tab for reference. Once a Shipment is created, any updates to pricing will happen on the “Shipments” tab of the Order Detail page. We’ll discuss the “Shipments” tab in a separate video. “Order Attributes” enable users to uniquely describe an aspect of an Order with “values” selected by either an Admin user or the shopper.For example, we might want to collect customer feedback on the checkout process, so we’ll define an “Attribute” that lets the shopper rate the checkout experience by selecting a “value” between “1” and “10”. In another example, we might want to track the season associated with an Order. To accomplish this, we’ll create an “Attribute” that lets the CSR fulfilling the Order enter a “value” after the shopper submits the Order.We’ll discuss creating and managing “Order Attributes” in a separate video. order attributes enable users to uniquely describe an aspect of an order with value selected by either an admin user or the shopper For example, we might want to collect customer feedback on the checkout process, so we’ll Define an attribute. That lets the Shopper rate, the checkout experience by selecting a value between 1 and 10. In another example, we might want to track the season associated with an order to accomplish. This will create a attribute that lets the CSR fulfilling the order of value. After the Shopper submits the order, We’ll discuss creating and managing order attributes in a separate video. To configure “Order Attributes” for this Order, we’ll click the “Edit” button in the “Order Attributes” section. To configure “Order Attributes” for this Order, we’ll click the “Edit” button in the “Order Attributes” section. This will open the “Edit Order Attributes” modal window. We’ll make all necessary updates here, and then click the “Save” button. This will open the “Edit Order Attributes” modal window. We’ll make all necessary updates here, and then click the “Save” button. “Internal Order Notes” are listed below the “Order Attributes”. Here, we can view or add additional “Order Notes” as needed. As the name implies, these notes are for internal reference only. Internal order notes are listed below the order attributes. Here, we can view our additional order notes as needed. As the name implies these notes are for internal reference only. To add a new “Note”, we’ll click the “Add” button on the top right of the “Internal Order Notes” section.This will open up an “inline” note where we can add any relevant Order information.When we’ve added our new “Note”, we’ll click “Save”. To add a new “Note”, we’ll click the “Add” button on the top right of the “Internal Order Notes” section. This will open up an “inline” note where we can add any relevant Order information. When we’ve added our new “Note”, we’ll click “Save”. The last three sections of the “Order Details” tab are for reference only. Here, we can review any “Customer Notes”, “Delivery Instructions”, and any “Order Gift Messages”. The “Gift Message” is different from the previous “Item Gift Message”, in that this message is linked to the entire Order, instead of the individual line item. The last three sections of the “Order Details” tab are for reference only. Here, we can review any “Customer Notes”, “Delivery Instructions”, and any “Order Gift Messages”. The “Gift Message” is different from the previous “Item Gift Message”, in that this message is linked to the entire Order, instead of the individual line item. Moving on from the “Order Details” tab, the “Shipments” tab allows users to view all the shipments associated with this Order. As mentioned, most Order updates will happen in this section, if applicable.We’ll discuss the “Shipments” tab in a separate video. Moving on, from the order details table, the shipment is tab allows users to view all the shipments associated. With this order. As mentioned most order updates will happen in this section if applicable. Will discuss the shipments Tab in a separate video. Next is the “Payments” tab. This section shows the shoppers payment “Method” and “Status”, and provides details about the “Transaction History”, while keeping all payment information confidential.We’ll discuss “Payments” in a separate video. Next is the “Payments” tab. This section shows the shoppers payment “Method” and “Status”, and provides details about the “Transaction History”, while keeping all payment information confidential. We’ll discuss “Payments” in a separate video. All “Returns” and “Exchanges” are initiated on the “Returns” tab. Here, we can review the eligible “Returnable Items”, and any “Returns” already in progress for this Order.We’ll discuss “Returns” in a separate video. All “Returns” and “Exchanges” are initiated on the “Returns” tab. Here, we can review the eligible “Returnable Items”, and any “Returns” already in progress for this Order. We’ll discuss “Returns” in a separate video. Lastly, as mentioned earlier, the “Audit Log” tab keeps a running log of all changes to an Order, both by a user or system automation. Lastly, as mentioned earlier, the “Audit Log” tab keeps a running log of all changes to an Order, both by a user or system automation.

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