Orders - All Orders

📋 Overview

This guide walks you through how to search for and view orders in Canopy 2.0. Orders placed via POS, kiosk, or Xpedite mobile will appear on the All Orders page — making it easy to manage, review, and support customer needs efficiently.

🔍 How to Search for an Order
 

1. 🌐 Access Canopy 2.0

Go to: 

yourinstance-refund.ordernext.com
 

2. 📂 Navigate to Orders

• On the left-hand menu, click Orders
   
• Then select All Orders
   

🕒 Recent orders will automatically appear by default.

3. 🔧 Adjust Your Filters

At the top of the page, customize your search using:

• 📅 Date Range
   
  • Max range: 10 days
     
  • Default: Today’s date
     
• 📦 Order Status
   
  • Default: All statuses
     
• 🏬 Revenue Center
   
  • Default: All revenue centers
     

💡 Tip: To reset filters, uncheck any selections or refresh the page.

4. 🔎 Use the Search Bar

Located on the right side of the screen. You can search by:

• 🔢 Order #
   
• 👤 Customer Name
   
• 🆔 UUID
   
• 💳 Last 4 Digits of Card
   

➡️ Enter your search and click the blue magnifying glass icon to search. 

✅ Matching results will appear instantly.
 

⚠️ No Results? 

Try the following:

• Expand the date range
   
• Select All Order Statuses
   
• Include All Revenue Centers
   
• Try a different search method (e.g., Last 4 instead of Order #)

👁️ How to View an Order
 

1. 📂 Open the Order Panel

• In Canopy 2.0, go to Orders > All Orders
   
• Use filters or search to find the desired order
   
• Click the order to open the Order Details panel on the right

2. 📑 Order Details Overview

Inside the panel, you can:

• 📌 View Order Status
   
• 📧 Send Receipt via Email
   
• 💸 Issue Refund (if eligible)
   
• 📃 Review Order Info, including:
   
  • Order #, Created Date, Revenue Center, Service Type
     
  • Line Items, Subtotal, Tax, Gratuity, Total
     
  • Payment Info:
     
    • Last 4 of Card
       
    • Transaction Date/Time
       
    • Authorization & Settlement Amounts
       
    • Authorization Code 🔐
       
    • Requestor ID, Merchant Ref Code, Invoice # (All match)

💡 These fields help locate the transaction in Lighthouse Transaction/Business Manager, especially when multiple sales have similar details.

3. 🕓 Additional Info

You’ll also see:

• 📈 Order State History – A timeline of order events
   
• ✏️ Mutation History – Changes to the order (e.g., kitchen print status)
   
• 🧾 Identification History – Device, Employee, Revenue Center, Menu
   

✅ Close the Panel

When done, click the ❌ (X) at the top-right corner to close the Order Details panel.