The Team Dashboard > Orders/Autoships widget displays the details of the associate’s personal orders and autoships.
Using the Widget
The widget has two tabs by default:
Orders are displayed sorted by the order date; limited to five records.
Clicking View Order History navigates you to the Web Office Order History page.
Clicking the Order # link navigates you to the Order Detail page in Web Office.
Autoships are displayed sorted by order date; limited to five records.
Clicking Manage Autoship navigates you to the Web Office Manage Autoship page.
Clicking the AutoShip # link navigates you to the Web Office Manage Autoship page, as well.
Configuring the Widget
Admin: Web Office Admin
Page: Advanced Settings > Widgets
Permission: Setup Widgets
Expand the Orders/Autoships section.
Click the button to open the Orders/Autoships pop-up window.
Under the SETTINGS tab, select one or more of Order Statuses types you want to display in the widget.
Order Statuses include:
- Waiting Payment
- Partial Paid
- Partial Shipped
- Processing RMA
- Awaiting Shipment
- Partial Returned
- Pending Processing
- Card Declined. Call Issuer.
- Card Under Review
Select one or more of AutoOrder Statuses types you want to display in the widget.
AutoOrder Statuses include:
Under the WIDGET ELEMENTS tab, select the Customer Type.
Customer Type is another name for Associate Type, read more: Base Associate Types, Associate Types, and Price Groups Explained
Select the markets (i.e., countries) where the changes will apply.
Click the ELEMENTS button.
A series of checkboxes appear where you can select different elements to include in the Web Office Team Dashboard > Orders/Autoships widget.
Click SAVE. Repeat the steps for each market, if necessary.