Viewing an Associate’s Order History

Learning Experience Team

June 11, 2020 18:47

Admin: Corporate Admin
Page: Associates > Search Associates > Associate Detail > Order History
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderHistory?id=[ASSOCIATE_ID]

You can view the orders placed by an Associate in their Order History page.

To view order history:

In Corporate Admin, find and select an Associate to navigate to their Detail page.
Click the Order History tab.

The Order History will load based on the period selected with the Period Selector.

The columns displayed are:

Order Number - Number assigned to the order.

Select to view the full order details.
Order Date - Date order was placed.
Commission Date - Commission period that the order was applied.
Product - All products that were purchased in the order.
Order Type - Type assigned to the order (e.g. AutoShip or Standard).
Coupon(s) - Coupons applied during the order.
QV - Total QV earned during the order.
CV - Total CV earned during the order.
Total - Total amount paid for the order (includes tax and shipping).
Status - Order status (Paid, Refunded, Shipped, Waiting Payment).
Tracking - Tracking number assigned to the order.
Move Order